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PTL 3.3 Set Agenda


Goal:

To set an agenda and timetable to build a customer relationship with the new contact, including repeated attempts at communication. To decide how, and how much you will invest in this relationship.

Outline:

3.0 Convert Lead to Contact
          3.1 Routing Stage
          3.2 ID Requirements

          3.3 Set Agenda

Details:

Intent:
    Setting agendas is all about time. Certain information is relevant at certain times, and if you are always the one speaking to the relevance it will increase their dependence on you. You can only do this by ascertaining more information about the contact and then setting an agenda (and reminders) which would be appropriate for the contact. It’s your best guess of what your contact is going to be most responsive to when.

Benefit:
    You can’t fail if you have a plan. By setting an agenda we are able to formulate our resources and activities around an intent and adjust it according to the intelligence we come across. If we are not on an agenda then we have no place to frame the next activity or task; we have less likelihood of having enough interaction with the contact to convert it to the next milestone.

Examples:
    Similar to campaigns discussed previously in taking prospects to contacts, although the intent here is a little more refined.

Definition
    A course of action that would include tickler dates and other repeated attempts of making contact. Examples of what consists of setting an agenda is: a mail campaign, a series of phone calls with messages, and/or gathering information on the subject/contact you are trying to make. Similar to a marketing campaign but on an individual contact rather than a group.