*Warning: It’s pretty easy to run down this list and blow off a number of these with a “We’ve already got this/done this” attitude. I encourage you to take a look at the resources we’ve provided below and create an Action Plan for 2016.
Here are 10 Action Steps, to help you ENGAGE:
- SIMPLIFY YOUR MESSAGE.
- BUILD YOUR FUNDING RATIONALE.
- DO THE MATH!
- Create a simple, powerful PRESENTATION and ENGAGEMENT TOOL.
- Finalize your MASTER PROSPECT LIST!
- SET YOUR GOALS OF ENGAGEMENT!
- COMMIT TO BETTER PREDISPOSITION.
- ACT/EXECUTE on YOUR ENGAGEMENT STRATEGY!
Set up your next month’s visits right now!
ENGAGEMENT is all about FOCUS and DISCIPLINE and EXECUTION.
Don’t ‘think’… DO! Once you have your Funding Plan and ENGAGEMENT STRATEGY laid out… EXECUTE! (ACT!)
- Commit to SHARING THE STORY and PRESENTING THE OPPORTUNITY!!!
- JUST ASK. JUST ASK. JUST ASK.