Today we go through how to use Trello to increase sales. This is a really great website that can help you stay organized. All good sales people know, organization is key. By following a specific prospecting process you can ensure no prospect falls through the cracks. It is also a great way to remind yourself of all the different ways you are able to reach out to your prospects.

Watch the short video below to see how you can take your sales process to the next level.


Some of the biggest issues that trip sales people up are organization and a set process that is followed day in and day out. Without a process it is difficult to know what exactly is working and what isn’t.

Are you building trust with your prospects before asking them to take a meeting with you?

Are you positioning yourself as an expert in your field?

A sample process might look like this:

Day 1 – Cold call to get contact information (decision maker name / email / best time to reach them)

Day 2 – Asking via email or phone if they are experiencing a common issue in their industry. (Example – I have been speaking with a lot of managers in the restaurant industry and one of the most common issues they talk about is they have no way of tracking whether marketing programs are putting actual people in the seats. Not sure, but do you find yourself experiencing that as well?)

Day 3 – Send case study addressing a solution to their problem

Day 4 – Follow up via phone to see if they received the case study and asking them if they are open to meeting)

There are many ways to craft a sales process with multiple different follow-up approaches. The bottom line is if you follow something day in and day out you are able to figure out where the issues lie and where you should be tweaking the process.

If you would like a free marketing analysis for your business that measures your social media, online reviews, SEO, website, online advertising, and listings, click the link below.



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