What prompted Dianne to seek help from Creative Business Strategies was a sudden discovery. She is an independent financial services broker. Her job is to make sales, and her company provides a number of incentives and bonuses for brokers who produce well. But Dianne was too busy battling a firestorm of documents. She had no clue how much she actually sold.
She discovered at the end of last year that she had been less than $500 away from a benchmark that would have earned her a hefty bonus, and what is worse, she had the sales where made to meet the quota – but did not turn in the paperwork in time. Her disorganization had cost her a lot!
The Production and Time Management Program, by CBS, is a short but highly effective procedure that gets any executive or any staff person fully on top of their work load. In this case, the consultant also created customized spreadsheets and showed her how to use them so she could easily monitor her now streamlined sales pipeline. With its implementation, Dianne knows every step of every sales cycle and can track it until it is finalized and all the paper is in order. She does not randomly pick what she will work on. She can tell where her next sale should come from, and the next. She systematically moves each cycle through the pipeline. Even if it snags, she can see what is needed and fix it. In short, she has become a manager of her production line.
After working with the consultant, a pleasant surprise greeted her when she returned from her week-long vacation. “Even after being gone for a week, I walked into my office and I knew exactly where to start with my papers. I still knew what I needed to do and there was no confusion about it. A month ago, I would not have even believed that this was possible!”
Last heard from our broker she had moved up from #12 to #4 in her company’s sales rankings. She says she intends to be #1 and surpass the lead broker, who was selling five times what Dianne was selling before. “I am up for the challenge, and thanks to Creative Business Strategies, I’m doing it!”
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