Course: Client Acquisition with Daylite

Client Acquisition is very important in the sales team. Not always loved, but necessary.
This course shows you a workflow example of how we can prepare a successful phone acquisition process, how to segment audiences, how to make calls, work through tasks, and analyze your results.

Duration: about 60 minutes

Introduction

SEGMENTING CUSTOMERS

Segmenting Clients – Keywords

Segmenting Clients – Vicinity Search

Segmenting Clients – Last Activity

Test: Segmenting clients

PREPARATION

Creating Call Tasks

Preparing the Call List

Setting Up Sales Forms

Test: Prep phone client acquisition

MAKING CALLS

Making Calls

Next Steps

ANALYSIS

Control Of Success

Test: Acquisition and Success