Call Management for Busy Business Owners
From Henry Wellington’s guide series Small Business Sales Playbook: Essential SOPs for Growing Revenue Without Burning Out.
This is chapter 3 of the series. See the complete guide for the full picture, or work through the chapters in sequence.
The phone rings during your busiest hour, and you know it’s a potential client. Your heart races as you realize you’re completely unprepared—no notes about this prospect, no clear agenda, and certainly no system for capturing what happens next. You take the call anyway, wing it through twenty minutes of conversation, promise to follow up “soon,” and then… nothing. The prospect slips through the cracks because you had no system to manage what should have been a revenue-generating opportunity.