E&H POLICY
April 25, 2022
SUGGESTED ROUTINE
This is not a required method of action. However, it has proven successful in the past. Everything suggested here is exactly that: a suggestion. You can customize this one to fit your own workflow or develop your own.
The week for E&H starts on 2:00PM Friday. After 2PM on Friday try not to go into any handling of situations, rather use this time to plan out as much of the week as possible. Make sure you set aside enough time for all the weekly tasks that need to be completed and that will keep your stat rising.
Leave at least 2 hours daily for admin work. Sometimes this means just completing routing forms, other times it means going over paperwork and files to make sure contracts are completed, executed and updated.
If you set it up properly, your sales cycles should be short. Usually what gets initiated that day is finalized that day or the next, otherwise you have not tackled the objection(s) the PI might have, you have just fought with unrealistic expectations or improper delivery of the program.
Updating CRM shouldn’t take more than 30 mins of any given day. If a particular investor takes too much time you may need to change the strategy on the next action steps you will take to sell to this investor.
Always lay out your day before starting it. If you know exactly what you are going to achieve, then it is less likely that you will be distracted or spend too much time on the situations that arise and require immediate attention (Daily BP).
Stay as proactive as possible, if you find yourself reacting to every situation that arises then the structure you have laid out on Friday will be disrupted and chaos will reign over your week.
Once you are aware of everything that a portfolio could potentially present, you will already be prepared for most situations that arise. Most likely you will already have a solution in place or in progress.
Always schedule all the activities in your calendar, this will force you to be efficient and to spend limited amounts of time on any task.
If you keep all these suggestions in place, whenever an unexpected situation arises from a PI, then you can focus on immediately taking the action steps necessary to handle it and the workflow stays unharmed.
The key is to stay in control of your time using proper planning. By being proactive to the unexpected you can maintain the structure of your day.
Suggested & Edited by
BERGER CORVAIA
VP of Sales & Marketing
Written by
Frank Vedder
Director of Personnel Enhancement
Founder
IA EVKJ-GS17-60FK
IVAN ANZ
FOUNDER E&H INC.
IA: W7UF-KL98-5TU3-0SBT