1) Daily work plan
The daily work plan is handled according to the urgency and importance of the event. Put the urgent and important tasks at the forefront of processing, followed by urgent but less important tasks, again dealing with non-urgent but important tasks, and finally dealing with non-urgent and unimportant tasks, so that the focus of the work every day is clear, efficient completion of the daily work plan.
2) Weekly work plan
Develop a weekly work summary table. Check the work progress, summarize the work gains and losses, and adjust the weekly work plan around the monthly/quarterly plan.
3) Monthly work plan
Develop a monthly work plan summary table. Check the progress of work, determine the number of customers visited and the number of visits, and follow up on the actual achievement of the target and the progress of the achievement of the comparison to monitor the progress of work. At the end of the month for the monthly summary, reflecting on the existence of problems, put forward proposals to solve the problem, in order to prepare for the next month to adjust and improve.
Second, customer screening
The customer is divided into two categories: one for the A class customers, that is, the largest sales volume and profits of high-quality customers; the second category of other customers, which is divided into the growth potential needs to be further explored B potential customers, sales volume and profits of the general C ordinary customers, as well as do not know the customer consumption, but there is an opportunity for sales of the D to be followed up on the customer. The weekly/monthly plan focuses on targeting A customers and expanding this group through various channels. At the same time, a certain number of B potential customer layer into A customers.
Third, after the visit to summarize
The visit to their own problems in a timely manner to summarize the development of effective initiatives to resolve objections to deal with the next visit to prepare. Interviews, interviews, and signing of the customer tracking in a timely manner, and do a good job of visiting the number and frequency of statistics.
Fourth, the plan to adjust
The plan to adjust the customer visits to the insights, problems and improve the timely summary of the initiative, conducive to the continuous improvement of the entire customer visit plan to improve sales performance.