Self-Directed Prospecting

A Performance-Based Opportunity Pipeline Build Method for Account Executives

THE PROBLEM

  • Not enough pipeline to hit targets
  • Erratic deal velocity
  • Advancement of opportunities inconsistent or lagging
  • Conflicting directives for consistent pipeline build
  • Disorganized pipeline build campaign design & deployment
  • Account Executives not effective in prospecting qualified opportunities
  • Integrated approach to maximize pipeline success
  • Predictably achieve targets
  • Execute method across all funnels & pipelines
  • Sponsor and socialize throughout the organization

PROPOSED VALUE SOLUTION

KNOW WHERE YOU ARE

  • Data: How good is it? What rigor is in place to keep it up-to-date and accurate?
  • Status: What is the current pipeline volume? By stage?  By segments?  By conversion rate?
  • History: How is source, size, segment and conversion trending?
  • Origin: What sources provide the best won deal results? Lost opportunities?

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