GOALS

• Achieve a 20% increase in qualified leads generated per month by optimizing her outreach strategies and leveraging sales automation tools for personalized follow-ups
• Improve her cold calling conversion rates by personalizing her pitch and using data-driven insights to target the right prospects at the right time
• Transition into a full-cycle sales role within the next year by consistently exceeding her targets and demonstrating strong sales acumen.

Frustrations

• Manually logging call notes and activities, leading to tedious data entry and potential inaccuracies in her sales reports
• Juggling multiple tools and spreadsheets to manage her leads and track their engagement, resulting in a fragmented workflow
• Facing difficulties in prioritizing leads based on their engagement levels and buying intent, making it challenging to allocate her time effectively.

GOALS

• Expand his client base by 10% within the next year by implementing a CRM system to streamline his sales process and improve client relationship management
• Increase customer lifetime value by providing personalized financial advice and tailored solutions through automated follow-ups and targeted communication
• Achieve a 90% client satisfaction rate by proactively addressing client needs, resolving issues promptly, and building strong relationships based on trust and transparency.

Frustrations

• Managing client information and communication across multiple platforms, leading to disorganization and potential miscommunications
• Lacking a clear overview of his sales pipeline and the status of ongoing deals, making it challenging to forecast revenue and track progress effectively
• Spending significant time on administrative tasks instead of focusing on strategic planning and business development initiatives.