Flow Chart - The Nine SaleSource steps that automatically keeps you in touch with your prospects and customers.

SaleSource Flow Chart

The Nine SaleSource Strategies that Automatically Keep You in Touch with Your Prospects and Customers.

View Full Flow Chart (PDF 1.7M)

  1. Active Approach Strategy

    A process for going after new business in a way that separates you from your competition. You will be noticed.

  2. Call Results Strategies

    How to respond to the 6 things that can happen when you make a call to a prospect.

  3. Appointment Results Strategies

    The 4 results of an appointment and how to handle them.

  4. Wait Strategies 2-6, 9 and 12 months in length

    Keep in touch by showing you care more about their business and our willing to prove it by being there when they are ready to buy.

  5. Goodwill / Referral Strategy

    Series of letters and calls over the course of a year to keep in touch and get referrals.

  6. Cross Marketing

    Sell more or different products.

  7. Lost Client Strategy

    Letters and calls over the course of a year give them the idea you care more and would like their business back. Or, at least a chance to make them feel bad they moved their business.

  8. Passive Approach Strategy

    Same as Active Approach, without the phone call.

  9. Thank you for Referral Letter

    Automatically Generated when you click on the source of the lead.

View Full Flow Chart (PDF 1.7M)

We proudly serve all of the world through our office in Solana Beach, CA. We especially serve the communities of San Diego and San Diego County, Del Mar, La Jolla, Carlsbad, Solano Beach, La Mesa, El Cajon, and Escondido. SaleSource: A Marketing Campaign & Sales Process Management System. And it really works.