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DUS - Energy Training
Using your diary.

Our diary is one of the most vital tools to help us make money and develop our pipeline of business. Our business is our responsibility. Also in terms of follow up and business continuity a well controlled diary is essential. There are four great calls you should diary in order to build a great pipeline of business:

If a client is in contract, diary the start of the renewal window. A timely call will put you at the head of the queue and also give you ample time to secure a contract,

Likewise, when a client signs a contract with us make sure you note the contract end so you can diary a call for the renewal window, if you don't someone else will.

Always diary the live date of the contract. Firstly if there is a problem with the contract you will pick it up early. There is nothing worse than if a customer phones you on out of contract rates and tell you in no uncertain terms there is a problem. This also ensures you get paid. Finally its a great opportunity if you have done business well to up sell other products. "Would you be interested in a full utility health check?"

Its good practice to diary a six monthly courtesy call. There are many benefits to this in addition to deepening client relations. Any problems are picked up quickly and solved within a time frame that is acceptable. 

Also it is bad form to only be calling again for renewals, regular contact paves the way to an almost automatic renewal if they feel they are a valued customer not just a renewal cash cow. Last but not least, this is invaluable tool for gaining referral as you can ask "are there friends or business contacts who could benefit from what we do?"
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