Showing posts with label text. Show all posts
Showing posts with label text. Show all posts

September 22, 2018

10 Ways to Master the Art of the Follow-Up When Prospecting

How to master the art of follow up.  Do this and level up your sales

There are 10 ways you can master following up with your prospect.
Each one of the techniques will have varying results based on the situation.  We can't expect all 10 to work for any single prospect. Rather, it's a process of using the right one or two techniques at the right time.
1. Send an email restating exactly what they shared with you and then ask them a question about what they said. By sending back to them a note with exactly what they said, you show not only that you listened, but also that you value what they say.
2. Send an email sharing one new piece of information about a key interest they have and ask them a question about it.
3. Send an email recapping the conversation you had by using brief bullet points and state what you will be doing as the next step. Conclude by asking them to share back with you if they're in agreement with what you wrote or if there are any changes.
4. Leave a voicemail stating a new piece of information you found and confirming the time you agreed to meet again.
5. Send a short 20-second video embedded into your email thanking them for talking with you and then recap one key point. End by stating what the next step is.
6. When you send an email to the person you met with, send it as reply to an earlier email conversation you had with the prospect.Continuing the string will help the prospect link back to you, because many times a "sales call" will wind up becoming nothing but blur within hours after it's over.
7. Send via the regular mail a handwritten note of thanks, followed by the next step you both agreed to do. (Yes! The regular mail still exists and is a great way for you to stand apart from your competition.)
8. Call the person shortly after the first call is over and ask them to explain a little more on something they shared with you. Making the call later the same day helps to create a sense of urgency and will be soon enough that the prospect will not have forgotten what they said.
9. Watch for key news about the prospect's company or interests they might have. When you see something, immediately call or email them with the news.
10. Send the person a PDF or a URL link with key information they would find of value and ask them a question or two about it. Ask them to get back to you with their thoughts. This approach is a great way to determine if the person is keenly interested in working with you.
This is simply a list of 10 ways to follow-up. There are many more, but the key is to do just that —  follow up!  Don't wait for the prospect to call you. Be proactive. Bring value. Make the connection.
A coach can help you excel in your sales career! Invest in yourself by checking out my coaching program today!
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September 21, 2018

Memoradum Circular No 2018 - Daily Text Report (latest edited, updated)

Note the addition.    Sarah please consolidate with other MC in soft and hard copy file

Ms. Joan, please note the updates and upgrades/additions and clarification

On Thu, Sep 20, 2018 at 4:27 PM Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:
To    :   All SBUs and 3f staff

Subject:  Required Daily Text Reports

Effectivity:  October 1, 2018

Objectives:   

1. To measure what we treasure:  sales and collection are two important outcomes that we have to monitor.
2.  To increase outcomes:  sales, collection and inventories
3.  To gather important data that impacts sales and collection:

Reality:

1.  This batch of staff, are not did not submit necessary data to make our reports current.
2.  As a result, we are not meeting our sales and collection targets.
3. Since we are not monitoring well the outcome  and outputs, our performance are lousy.
4.  The output reports is not being executed well ie a failure of execution and/or
     obedience

What: detailed daily text reports submission

All staff are enjoined to read and comply with this directive/order.  CCD shall apply to those who fail to comply (on insubordination and negligence)

This memo supersedes abolishes other previous memo and text reports:

1.  SBU text reports to be submitted to ICR and Treasury and JUS

                1.  Sales:
                                             Number       Amount
                     Plots
                     PIS
                     PMS
                     CMCS (Calamba HAMP and Pangasinan)

                2.  Collection:      
                      Old
                      New
                      Arrears
                3.  Collection letters sent
                     Forfeiture

                4.  Interment:
                     Who    DLX Lux Econo     When        Rating             3f sympathy

                5.  Obits  (Y/N)                      Name

                6. FOFF posting (Y/N)           Name

                7.   Tributes (Y/N)                  Name

                8.  Tributes uploading)           Name   Date   Site (You tube, Vimeo etc)

                9.  40 days:

                     Who        Where                  What was medal?

               10.  Birthday and anniversaries

                   Who            Anniversary/Birthday       What was the recuerdo

               11.  Amount collected

               12.  Amount deposited

                  13   Cash on hand 

               14  New passbook balance

               15    Yesterday passbook balance

               16  Emailing sharing of abstracts

               17  IF submission to 3f

                   18  Agents recruited #

                   19  Agents trained  #

                   20  Commission paid OCV #

                                                       Amount

                    21.  Number of trippings for the day 

                    N.B.   1.  Those that are in bold are to be texted:    1, 2, 4, 11, 12, 13, 14;      All    are to be emailed daily 
                                  

2.  Majorem Lending

                1.  Loans Granted today?
                            Number                  Amount

                2.  Prospects

                           SBU                       Amount

                3.  Collection

                          SBU                       Amount
                           Text reports 
-x-x-x-x-x-x-x-x-x-x-x-x-x-x

   3.   TA:

       1.  Collections/sbu
         Amount deposited
         Cash on hand

         Total

      2.  Total disbursements
            Cleared
            Float

      3.  Old balance (book)
           New Balance(book)

      4.  OR issued for the day  vs No of entries in abstract

      5.  PPA issued vs sales

          1 2, 3 are to be texted to JUS.   All to be emailed daily to MRS. JUS
-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-
4.    ICR:

       1.  Old Collection/sbu
            % to target

        2.  New collection/sbu
            % to target

        Total
            % to target
                 1 and 2 text reports to JUS

        3.  Ledgers made

        4.  Aging status

        5.  % of arrears

        6. Collection letters sent

        7. Forfeitures
                    Emails 

             Sales report:

          1.  Sales achievement /sbu  vs target                     Today     MTD      YTD
                    1.  No of units
                    2.  Amount

                         Plots
                         PIS
                         PMS
                         Destiny Plans White rose

                         At need Plots
                         At need IS
                         CMCS

       -x-x-x-x-x-x-x-x-x-x-x-x-x-x-

    5. RCRMA

        1.  Inventories updating

        2.  PPA checking 

        3.  PPA signing

        4.  PPA sent to customers

        5.  Hello service to customers (kung natanggap ang PPA)

            6.  Filing and archiving:

                 1.  Hard files
                 2.  Soft files 

        6.  Customer problem solved

        7.  Repeat sales

              #                     Amount

               Text reports   1, 4, 6, 7 to JUS;  all others emails to JUS too
-x-x-x-x-x-x-x-x-x-x-x

   6.  HR

        1.  Applicants entertained

             Walk in

              By net

        2.  Given exams

        3.  Passed

        4.  For interview

        5.  For BI

        6.  Hired

        7.  Checking of 
                                   (Mention the sbus)
             AM talk
             Attendance
             Reading of emails
             Reading of blogs
             Updating of posts:

                      Kaizen
                      Best pictures
                      Archive
                      TRT
                      Obits
                      FOFF
                      Birthdays and anniversaries
                      Submission of abstracts

    8.  Progress on Performance evaluation

    9.  Weekly reports:  work schedules

           1, 2, 7 to be texted daily to JUS ;  all others email to holygardens.groupnew account 
-x-x-x-x-x-x-x-x-x-x-x
      7.   AP

            1.   Aging of AP

            2.  Filing  of CV

                  1.  Minor

                  2.  Major accounts

            3.  CV completed

            4.  CV paid:

                   Number
                   Amount

             5.  Number of entries to CDB
    



--
PAGSASANAY SA TAGUMPAY (Training for Success)


YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...
COMMUNICATIONS PERFORMANCE IMPACTS  THE PE    (which is basis for promotions)





















SETTING THE STANDARDS IN INTERMENT SERVICE
Innovation creates more wealth and more customers


  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

   YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT
    THE FOLLOWING SITES: (they have been placed here for your easy reference)

   









Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office


--
PAGSASANAY SA TAGUMPAY (Training for Success)


YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...
COMMUNICATIONS PERFORMANCE IMPACTS  THE PE    (which is basis for promotions)





















SETTING THE STANDARDS IN INTERMENT SERVICE
Innovation creates more wealth and more customers


  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

   YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT
    THE FOLLOWING SITES: (they have been placed here for your easy reference)

   









Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office
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December 23, 2017

Amended Memorandum Circular 2017 - 008


---------- Forwarded message ----------
From: Human Resources BPI <bpi.hr2016@gmail.com>
Date: Sat, Dec 23, 2017 at 1:09 PM
Subject: Re: MC 2017
To: Jorge Saguinsin <holygardens.groupnew@gmail.com>


AMENDED MEMORANDUM CIRCULAR NO. 2017-008

TO:                 All

Date:              December 19, 2017

Subject:           Revised Daily Text Reports

Objectives:

    1.  To upgrade/obtain relevant information from every one and to derive performance from parties concerned

    2.  To emphasize importance of such reports

    3.  To motivate individuals and SBUs, and drive everyone to self-inspired behavior

WHAT GETS MEASURED GETS DONE.

Standards:

1.  Send text reports daily, faithfully.  Do not go home without the reports;

2.  Non-submission of reports is subject to CCD

3.  Be sure your reports tally:     

     Sales with ICR, Treasury etc.

4.  Accurate reports

5.  Reports based on data:  journal, or, deposit slips, pass books, master list etc.:  soft or hard copy

1.      SAA Holy Gardens Group - Sales Reports

           

2.      Memorial transactions (SAA)

3. Interment (SAA

4. MLII

5. Records Assistant
     
6. ICR Assistant
     

7. Treasury Assistant
         

8. AP Assistant

Effectivity: October 20, 2017

BE SURE YOU MAINTAIN YOUR OWN JOURNAL RECORD BOOK: SOFT COPY (Excel) of these reports
We have to meet on these as to what can be conveniently texted, and the rest by email
FOR STRICT COOMPLIANCE



On Sat, Dec 23, 2017 at 12:54 PM, Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:
Text and email reports

Please email this in the page of an email. not as attachment

On Sat, Dec 23, 2017 at 12:12 PM, Human Resources BPI <bpi.hr2016@gmail.com> wrote:



--
PAGSASANAY SA TAGUMPAY (Training for Success)




















SETTING THE STANDARDS IN INTERMENT SERVICE
Innovation creates more wealth and more customers


  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)


   Please visit the following sites:

   










Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office



--



--
PAGSASANAY SA TAGUMPAY (Training for Success)




















SETTING THE STANDARDS IN INTERMENT SERVICE
Innovation creates more wealth and more customers


  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

   Please visit the following sites:

   









Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office
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November 24, 2017

Pyramid of Communications and PPT making

1.  Specify problems, what are wrong and address them  5w and 1 H.

2.  Suggestion on power point presentation:

     Less bullets

     More visuals

     6 x 6






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March 13, 2016

New format for daily text and email reports

BE a BIDDA: "BELIEVE, INSPIRE, DREAM, DO ACHIEVE"


TO      :   All SBU

Subject:   Daily text and email reports, weekly summary

Date:   March 13, 2016

Effective March 15, 2016 the following shall be observed with regards to daily text and email reports.  (There shall be a weekly summary

TEXT REPORTS:

Date/Day

SALES

     Plots
         #
         Amount

     Others: (Services)

        IS
        #
        Amount

       Combination
       #
       Amount

COLLECTION
      Current
      #
       Amount
       Less:   Com
       Net

       Arrears
       #
       Amount

Total Cash on Hand
      Cash
       Check

Amount deposited for the day


These are daily text reports and made short for easy texting.  On Saturday, aside from the days report, there shall be a summary of the week;s activity from Monday to Saturday

EMAIL REPORTS

Please format in excel and submit a daily cumulative report

Date/Day              Previous days                               Total for the week

A SALES

    1 Plots
         #
         Amount

     Others: (Services)

        IS
        #
        Amount

       Combination
       #
       Amount

     B Number of prospects:

         A
         B
         C

   3   Prospects sold to

   4   Names and # of walk in
     At need sales

   5.  Seller Activities

       1.  Recruited
       2.  Trained
       3.  Visited
       4.  Called/followed up

   6.  Dalaw paburol
         Date
         Time
         Who joined
         Sales/prospecting activity conducted
         Sales prospect gathered

   7.  Saturation
        Date
        Time
        Who joined
        Area
        Sales prospect gathered

B.  COLLECTION
      Current
      #
       Amount
       Less:   Com
       Net

       Arrears
       #
       Amount

Total Cash on Hand

C.  DOCUMENTS:

     1.   Filled up
     2.  Sent to 3ffb
     3.   Received from 3ffb
     4.  Delivered to the customers
     5.  Hello service

D INTERNMENT

    1.  Name of deceased
    2.  Date of interment
    3.  IA Number
    4.  Amount received
    5.  Reported posted in interment notifications
    6.  Obits 
          Name
          Date of upload
    7. Tributes made
         Name
         Date of upload
    8.  Tribute presentation
         Date
         Place of presentation
    9.   Actual interment
          Name
          Estimated number of attendees
          Prospects gathered
   10  Names of ISG who conducted interment
   11.  Comment on ISG appearance and performance
   12   IF Prepared
   13.  IF sent to 3ffb
   14   IF received
   15   Inventories of vault
    16   # of vault used

E   HR ACTIVITIES

   1.  # of late
   2. Absent
   3.  AM talk
   4.  PE
   5.  Blog reads
        Topic
   6.   Blog comments
        Topic/article
        Who
   7. Email reads
       Topic
       Who
   8.  Recruitment
        Who
        Status
    9.  One on one conducted for mentoring

F.   PARK MAINTENANCE
             
   1.  Area swept/who
   2.  Area cleaned/who
   3. Waste can emptied/who
   4.  Area watered/who
   5.  # plants at nursery
   6.  Area of grass nursery 



G.   PARK BEAUTIFICATION
   1.  Contest project being done
   2.  Who
   3. Status

H.  Warehouse and inventories
  1.   Significant amounts in the warehouse:

       Cement
       Rebar
       Wires
       Who stay in the warehouse/standby
       Status of warehouse

   2.  Unrepaired equipment:

      Lowering device
      Vault hauler
      Lid placer
      Carpet
       Lona
       Tent


3.  Plan of action on unserviceable equipment
 Lowering device
      Vault hauler
      Lid placer
      Carpet
       Lona
       Tent

      Vehicles
      Brush cutter
      Lawn mower
   
I   5s TPM conducted:

    Office/Who
    Warehouse/Who
    Equipment

        What
        Who

    TPM

      Vehicles
      Brush cutter
      Lawn mower

J.  Pending items at 3ffb

    1.  Memos
    2.  PDCA
    3. CV

        Operations
        IF

K.  Problems

     Can be solved at SBU

         Suggestions

     Can be solved at 3ffb


Prepared by:

Checked by

This is a rolling cumulative report.

Thus on Monday, you fill up a column for Monday, on Tuesday, you append the Tuesday report and so on..

On Saturday, you will have a Monday to Saturday filled up and for the numbers mentioned, say total of sales, collection,, prospects, interments you place total

You must faithfully and diligently comply and do this report

For compliance.


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February 12, 2015

Text and email reports re message/follow up

Memorandum:

February 12, 2015

This was sent via email and posted at our blog.  For your convenience, please click the link:   Text and email reports

However, there are still variants of text reports

To repeat:

1.  The items for text reports are in yellow

2.  All the items are to be sent via email daily.

For compliance.


Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27


CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check
BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup
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February 11, 2015

Re: Text and email reports

REMINDER

PLEASE FILL UP ALL THE SPACES WITH DATA OR NONE IF NONE WAS DONE

YOUR GOAL IS TO FINISH THE TASKS DESCRIBED AND REPORT AN ACCOMPLISHMENT.

THAT IS THE REASON FOR THE TEXT REPORT.

WHAT IS REPORTED WAS DONE;  WHAT GETS REPORTED GETS DONE.


RRURAC:    Read, Respond, Understand, Reflect, Apply and Check
BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

On Wed, Feb 4, 2015 at 11:00 PM, Holy GardensGroup <holygardens.group@gmail.com> wrote:
Memorandum:

Your text reports and email daily reports shall be as follows:  (text reports are those in yellow only)  

SBU:   Holy Gardens

Attendance:

     Absent
     Late

AM talk:  topic from blog:
Blog reads
Blog comments

Sales:        Memorial Park
#number   amount
Name
Collection
Current
Arrears
PC
Vat
Capf
IF
# of AAA prospects
Bank balance

Sales:     imp
#Number   Amount
Name:
Collection
Capf
TF
Deductions: 

     Commissions
     TA
Bank balance

Prospects:  AAA
Names:

Interments:
Name:
Type:   (deluxe or luxury)
Date:
Amount paid
Griefshare posting:  name and date
FOFF posting:  name and date
Tribute posting at Archive

Beautification Projects conducted:
Landscaping
Fountains:
Others:

Majorem Lending:

Attendance:

     Tardiness
     Absence

Loans:

    Releases
    Collection

Funds:  (indicate if just report received or collected)

    PN received
    PC
    IF 
    VAT
    CAPF
    TF
Total bank balance 

For comments and suggestions


BPI:

Sales/  per SBU  - total
Collection per SBU - total
Bank balance  HGMP
Bank balance   BPI

 Blog reads:
Blog comments:
# of applicants: 
# ICR posts
Amount of in arrears collection
CV made/for sig;
CKs made

Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27


CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check
BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

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February 03, 2015

32nd foundation anniversary of Holy Gardens last February 1, 2015

TO        :  Everyone
                All Staff

February 3, 2015

Subject:    Significance of February 1 for Holy Gardeners

Last Sunday, I circulated a text messages inquiring about the significance of February 1, 2015.

Others have not replied, others said that it is a day when we implement the PPA;
 a few later during the day learned its real significance.  Thank you to those who learned of the significance

But really last Sunday was the 32nd founding anniversary of Holy Gardens. The Unisun group celebrated this with a mass, and other activities, food etc...

What did we do or could have done to remember this.
Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27


CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check
BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup
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July 28, 2014

TEXT THIS OFFICE YOUR DAILY AM TALK COMPLIANCE, PE

Memorandum:

July 26, 2014

To     :   All chiefs

AM talk PE reports.

Kindly text daily your am talk what you took up, especially those that are in FB Holy Gardeners or the community blog.

I assigned this to Ms Herrera who could not report anything to me.  I found out the sbus are simply not complying.

FOR STRICT COMPLIANCE.
Jorge US
Holy Gardens Group

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