Step 2 – Organize


It is all about data. Organize what you have. Determine what you need. Develop semi-automated, and/or automated systems to create new data and utilize existing data more effectively.

Every business has data. Sometimes in plain sight, sometimes hiding in plain sight, and sometimes simply not collected.

From a Hair Salon with a reservations book full of client names and phone numbers, to a restaurant with their KEY repeat customers locked in the heads of the wait staff, to a stack of business cards sitting on the desk of everybody who has ever done a business networking event, to a stack of paper purchase orders or invoices, to all that data locked up and useless in your accounting software, every business has data.

Where is your data? How do you use your data? Do you collect your data? How do you leverage your data? If not, why not? What holds you back?

Data is the key to getting new customers, selling more and more often to your existing customers, following up more effectively with sales prospects, training and educating customers on products/services they have purchased, inviting customers back, and getting referrals.

Its time ORGANIZE your Data!

If you do NOT have enough data, you likely don’t have enough customers, and we see a profitability opportunity. We will help you with that in Step 3.

Sell.