What is the satisfaction & expectation review of the business history to date?

You have spent a lot of time and effort gathering information about your clients and potential customers. You have kept track of everything that you need to know and have followed-up with precision. It has now been awhile since you have updated any financial information as you find that you do not have the time; or in reality do not want to find the time to do so. If you have been working according to your action plan, then the work should be quite easy. All you want to do in the review process is to go back over your account plan and place an update as to your progress. This progress report to yourself will lead you to further action with the account. This is not a sales course but simply a way to stay connected with those whom you have met. It is the touch points that keep your name in front of the client or potential client.

Using your power page to keep you on track, you perform a business review which will help you to decide whether the business is worth pursuing. Sometimes the path will seem too long to complete but that alone should not be the reason for dumping the contact. You should look at your financial analysis, possibilities for projects, dollar values if you win the job, expertise required. Once you have reviewed all the information, then you should decide what projects you still want and those that should be eliminated. By the way, you should always look for new business and shed some of the old that no longer fits into your value proposition. The reason is that you are growing and old methodologies soon fall away and are replaced by new ones.

Reviewing where you are should not be left to the end of the quarter. You should think about your progress at the end of every month. It does not take a great deal of time for a quick review if you have kept your power page information up-to-date.

Bette Daoust, Ph.D. has been networking with others since leaving high school years ago. Realizing that no one really cared about what she did in life unless she had someone to tell and excite. She decided to find the best ways to get people