LEAD GENERATION PROSPECTING QUALIFYING 1ST APPOINTMENT ASSESSMENT PRE-PROPOSAL PRESENTATION QBRs

 

Focus Your Prospecting Efforts on Qualified Leads

Identify your target customer profile (TCP) that helps you narrow your time, energy and resources towards prospects who have a stronger need, and a higher likelihood of outsourcing their IT to you.

What qualification factors should I target?

  • Size of 10-100 users
  • No dedicated internal IT after the sale
  • Microsoft Windows Operating Systems Environments

What are good attributes to look for in a business?

  • Comfortable outsourcing
  • C-level recognizes criticality of IT
  • View technology as an investment rather than a cost
  • Dependent on technology to run their business
  • In IT pain or looking to make a change
  • High margin industry
  • High dollar employees
  • Appreciate, willing, and able to pay for good service
  • Growing company
  • Similar company culture

Are there verticals that are more successful?

  • Law
  • Finance
  • Insurance
  • Wealth management
  • Professional services
  • Independent healthcare providers
  • Property management
  • Real estate

What verticals should I try to avoid for managed services?

  • Retail
  • Education
  • Non-profits with small budgets


What's next after my TCP is identified?

After you have identified your TCP, it's time to fill your sales funnel by prospecting.

Prospecting