How to Track Sales Performance

How to Track Sales Performance

In this episode, I explain how I effectively manage agency clients to ensure they don't slip through the cracks. I share my system for tracking client interactions, which includes having all prospect information readily available from our meetings page. This allows me to seamlessly copy and paste necessary details into our follow-up and closing call booking pages. I also highlight the importance of having the payment link easily accessible, which allows me to share it instantly during the closing call to decrease the time it takes for the client to make their first payment. This system has helped me effectively track the performance of my meetings and improve my closing rates.