It's an old adage, but it rings true across a variety of industries: It's not what you know, it's who you know.
Whether you're working in the non-profit or for-profit sector, it's vital to keep a list of potential clients or donors on hand. With Directory powered by Spruce, you can easily share information about people across a company, sales team or board to better facilitate meetings and help team members target good fits for your organization.
Here's how to build a directory and get the right information in the right hands for business growth:
Step 1: Compile a list of your top prospects
Think about the potential clients or donors that make the most sense and would be the best match for your company or organization. Find their contact information, including phone numbers and emails.
Step 2: Enter your top prospects into the directory
Create a digital record of your prospects, and organize the information in a way that makes sense to you. Put prospects with the highest probability of giving to your cause or becoming a client at the top of the list, organize prospects in the order in which you wish to approach them.
Step 3: Share your list with your sales team or board
Make your directory available to those who can best use the information. Maybe someone on your team already has a connection to a prospect or donor, or they have information that could make a meeting go more smoothly. Use the resources on your team to better target your list.
Step 4: Decide which team members will approach which prospects
Use your directory to divide and conquer the work of acquiring new clients or donors.
Step 5: Compile results and re-evaluate
When a prospect becomes a new client or donor, remove them from the directory or shift their contact information onto a new directory. If you learn that certain clients or donors have no interest in your organization, delete them. For those that might fall somewhere in the middle, make note of when to approach them again or what you might be able to do to close the sale.
A strong directory can grow your business by ensuring the right people in your organization have access to the necessary info about key prospective clients and/or donors. Knowledge is power, so make sure your team has the information it needs to make the deal at their fingertips.