In this training session on Follow up management we will understand the importance of completing tasks and scheduling outcomes during calls or to-do completions and learn how we can increase our sales using GTX Travel CRM and manage our follow ups effectively:
1. Purpose of Completing Calls/To-Do Tasks
- Ensures Accountability: Completing calls or tasks makes sure that there is closure and clarity on who is responsible for the next steps.
- Maintains Momentum: Tasks left incomplete can cause delays, confusion, and missed opportunities.
2. Why Scheduling the Outcome is Essential
- Follow-Through: Scheduling the outcome (next action, follow-up call, or meeting) ensures that the progress continues and is not forgotten or left unresolved.
- Better Planning: When you schedule an outcome, it allows for better planning of time and resources.
- Increases Efficiency: Scheduling the next steps during the call or task closure avoids the need for follow-up calls just to decide on future actions.
- Improves Time Management: Setting the next steps or outcomes during the process helps in managing time effectively and avoids unnecessary gaps in work.
3. How to Implement this During Calls or Tasks
- Define Clear Outcomes: At the end of each task or call, clearly state what the expected outcome is, and confirm it with the other party.
- Schedule Follow-Ups Immediately: Don't wait; use tools (calendars, CRM systems) to schedule the next meeting or follow-up action right away.
- Set Time Frames: Always establish deadlines or time frames for the next action, so there is a clear sense of urgency and priority.
4. Follow-Up
- Consistent Review: Regularly review follow-ups to ensure all scheduled actions are on track.
- Automated Reminders: Use CRM systems or reminders to keep track of upcoming scheduled tasks and follow-ups.
- Feedback Loop: After completing a task or call, seek feedback to improve future task management and outcome scheduling.
This approach helps create a structured and result-oriented workflow, ensuring that tasks do not get lost or delayed, and clear progress is always made.
Check out the MASTER CLASS Video below: