Sign up to save your podcasts
Or
Share Behind the Scenes Part 2 - Goal Planning (S4, Ep11)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Behind the Scenes Part 2 - Goal Planning (S4, Ep11)
Welcome back to the Sales Ops Effect Podcast! In today's episode, “Behind the Scenes Part 2 - Goal Planning”
In our previous episode, we explored my shift from offering courses to focusing on services. While my courses are still available, I'm prioritizing services to deliver more impactful results for more people.
In this episode, I'll dive into my planning process, discussing the numbers and goals that drive my business strategy. We'll touch on the importance of having a CRM (Client Relationship Management system) and how it's not just a digital filing cabinet. When used correctly, a CRM can provide live insights into your business through reports and dashboards, highlighting both leading and lagging indicators.
We'll cover:
Join me as we continue to unpack the strategies behind successful business management. Your feedback is invaluable—share your thoughts on goal planning and win rate calculations. And don't forget to check out our other episodes for more tips and tricks to elevate your business. See you next time!
View my NEW Services
Introducing our new video guide, "1:1 Direction Call Example Q&A," offering an exclusive glimpse into transformative insights that can reshape your approach to sales. Tailored for small business owners and sales professionals managing their operations, this resource provides practical Q&A sessions that highlight effective strategies and illuminate the bigger picture of sales success.
Gain invaluable perspectives and strategies to elevate your sales game and drive sustainable growth in your business.
#SalesOpsEffect #BusinessGrowth #SalesStrategy #RevenueForecasting #SmallBusiness #Podcast
View all episodes
By Charlene ThompsonWelcome back to the Sales Ops Effect Podcast! In today's episode, “Behind the Scenes Part 2 - Goal Planning”
In our previous episode, we explored my shift from offering courses to focusing on services. While my courses are still available, I'm prioritizing services to deliver more impactful results for more people.
In this episode, I'll dive into my planning process, discussing the numbers and goals that drive my business strategy. We'll touch on the importance of having a CRM (Client Relationship Management system) and how it's not just a digital filing cabinet. When used correctly, a CRM can provide live insights into your business through reports and dashboards, highlighting both leading and lagging indicators.
We'll cover:
Join me as we continue to unpack the strategies behind successful business management. Your feedback is invaluable—share your thoughts on goal planning and win rate calculations. And don't forget to check out our other episodes for more tips and tricks to elevate your business. See you next time!
View my NEW Services
Introducing our new video guide, "1:1 Direction Call Example Q&A," offering an exclusive glimpse into transformative insights that can reshape your approach to sales. Tailored for small business owners and sales professionals managing their operations, this resource provides practical Q&A sessions that highlight effective strategies and illuminate the bigger picture of sales success.
Gain invaluable perspectives and strategies to elevate your sales game and drive sustainable growth in your business.
#SalesOpsEffect #BusinessGrowth #SalesStrategy #RevenueForecasting #SmallBusiness #Podcast