What to bring with you in the field
There are actually only a few essential things you need while in the field. Everything else is simply a 'selling comfort.'
There are times when you will run out of materials to give to your customers and it may seem like you can't go out to
work, but that is not the case. As long as you have the essentials, you can make it work until your other materials come
in. Here are two lists of things you need and things that aren't necessary, but make your life easier.
Field Needs
Selling Comforts
There are times when you will run out of materials to give to your customers and it may seem like you can't go out to
work, but that is not the case. As long as you have the essentials, you can make it work until your other materials come
in. Here are two lists of things you need and things that aren't necessary, but make your life easier.
Field Needs
- Pen
- Applications
- Rate cards
- ONE leave behind item (brochures, guide, will)
Selling Comforts
- Business cards
- Brochures
- Leave behind items (Planning guide, Living Will)
- Competitors Brochures/Information
How to Organize Leads for Maximum Efficiency.
If you are working leads you will want to organize them so that you are not driving all over the country trying to catch your people at home. The best way to do that is to drive in circles! That sound crazy, but that is the most effective way to reach all of your prospects. The last thing you want to do is enter each lead as you go and wind up driving from one end of the city to the next. This will result in tons of lost time and wasted gas. Here are 5 tips to help you maximize lead organization for peak performance.
If you are working leads you will want to organize them so that you are not driving all over the country trying to catch your people at home. The best way to do that is to drive in circles! That sound crazy, but that is the most effective way to reach all of your prospects. The last thing you want to do is enter each lead as you go and wind up driving from one end of the city to the next. This will result in tons of lost time and wasted gas. Here are 5 tips to help you maximize lead organization for peak performance.
- Enter leads in GPS the day BEFORE you go in the field.
- Organize them so you are going in a circle from house to house.
- If you work a lead, remove it from your stack and erase it from your GPS.
- If they aren't home or they convince you to come back later, put the lead at the bottom of the pile and visit it on your next route.
- Work 15 leads a day and rotate through them a minimum of 3 times per day. Anything less than 15 per day shows a lack of planning, organization, and hard work.
- Make notes on your lead cards as you work them so you can remember things. You may think you will remember, but after talking to multiple people in one day, you will forget.