Closed Won

On-Site Checklist (7 Musts)

πŸ¦™ On-Site Checklist (7 Musts)

Brian LaManna

August 5, 2024

Read Time: 2 minutes

Finished 1H closing $455K on a $480K goal.
Not the result I wanted but I have $1.5M in open pipe for 2H.
Time for a monster finish to the year.

MONDAY UNFILTERED

πŸ“š – Be Careful How You Celebrate Deals [1 min]
πŸ“ – Prospecting Videos – Best Tips [1 min]
πŸ’Έ – Voice Notes… Slept on Prospecting Tactic [1 min]

CONTENT OF THE WEEK

On-Site Checklist – Going the ‘Extra’ Mile

Went on-site for the 8th time this past month.

We went out to Philly, for a potential $200K+ deal.

Here’s my playbook each time.
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​Things you can do to stand out during:

  1. Print a one-pager business case for each person
  2. Cater lunch from a local, office favorite
  3. Show up early to ensure tech set-up
  4. Offer to take people out to dinner at night
  5. Arrive with company swag to give out
FOOD IS HERE

Things to stand out after:

  1. Handwritten note follow ups for who hosted
  2. Lock down a ‘next meeting’ the following day or 2, to continue the momentum
Handwritten Notes, Every Time!

If you’re going to go the extra mile and go onsite.
​
Make sure you ACTUALLY go the extra mile πŸ™‚


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