Can you believe it? August is here! This year is flying by, and for us in merchant services, that means the holiday season is rapidly approaching. It’s not too early to start planning – in fact, it’s crucial. Let’s make sure we’re set up for a record-breaking holiday season.
Your August Action Plan:
- CRM Review: Your Holiday Headquarters: Now is the time to dive into your CRM.
- Clean and Organize: Is your data up-to-date? Are your contacts properly segmented? A clean CRM is essential for efficient prospecting and follow-up.
- Identify Holiday Prospects: Who needs your services before the holiday rush hits? Think retailers, restaurants, and any business anticipating a surge in transactions. Tag these prospects in your CRM for focused outreach.
- Automate Follow-Up: Set up reminders and automated email sequences to keep your leads engaged. Don’t let any opportunities slip through the cracks.
- Prospecting Power:
- Think Seasonal: What businesses will be particularly busy during the holidays? Consider pop-up shops, holiday markets, and businesses offering seasonal products or services.
- Leverage Your Network: Reach out to existing clients for referrals. Happy customers are your best advocates.
- Craft a Sense of Urgency: Emphasize the importance of getting their payment processing in order now to avoid headaches during their busiest time.
- Follow-Up is Key: Consistent follow-up is the difference between a closed deal and a lost opportunity.
- Personalize Your Approach: Reference previous conversations and tailor your message to their specific needs.
- Offer Solutions, Not Just Services: Focus on how you can help them increase sales, streamline operations, and improve their customer experience.
- Be Persistent, Not Pushy: Follow-up regularly, but respect their time and avoid being overly aggressive.
- Goal Setting: Chart Your Course for August:
- What are your revenue targets for August? Be specific and measurable.
- How many new clients do you want to acquire?
- How many calls/emails will you make each day/week?
- What specific actions will you take to achieve your goals?
- Example: “I will dedicate the first hour of each day to prospecting.”
Accountability and Support
It’s easy to let goals slide, but accountability makes a huge difference. If you’d like someone to help you stay on track this month, let me know. I’d be happy to help!
Let’s make August a month of focused action and strategic planning, setting the stage for a successful and profitable holiday season. What are your biggest goals for August? Share them in the comments below!
Happy Selling,
David
Payment Lynx Daily 