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Time Management for Sales Success

Evan Polin • September 20, 2022

One of the most important factors to consider when putting together your prospecting plan is the amount of time you can realistically dedicate to sales and business development.


We find that factors such as the time of year, the amount of time that you need to spend servicing existing clients, and the time of month can have a huge impact on your ability to spend time on business development.


Depending on your role with your organization, you may have anywhere from 5-55 hours per week to devote to business development. When building out your plan, make sure that you are realistic and don’t put together a plan that looks great on paper, but is impossible to put into action.

The key to successfully planning your sales and business development activity is to schedule out blocks of time on your calendar, even if you are not quite sure what the sales activity will be. Our most successful clients do this to ensure that they reserve the appropriate amount of time to develop new business.


Use your experience in business development as a guide. If there are certain time periods when it is easier to connect with your prospects, make sure that you are planning on prospecting during those times. Don’t schedule routine meetings or plan to do maintenance on your CRM during times that are ideal to connect with your customers. Once you have a handle on the time slots you are dedicating to business development, you can then plan the activities that make the most sense for you based on your resources.


We often find that engineering firms, architectural firms, and consulting firms will run into a major challenge when it comes to dedicating the time for business development. Our experience is that as these firms get busy with larger projects, all the business development activities get pushed to the back burner.


The firm will be profoundly busy for several months, then people will realize that they are in deep trouble because there are no new business opportunities in the pipeline after the big project ends. Why? No one has allocated any time to prospecting for new projects! For many firms, this means roller coaster results, unpredictable revenue, and needless periods of stress over the course of the year.


The key with prospecting and time management is consistency. When you are consistent with your prospecting activities, you will minimize the lulls in your business, and you will see consistent results.


Polin Performance Group provides real-world sales solutions through sales coaching, sales training, business development workshops and speaking engagements. We give you and your team the sales skills needed to maximize sales performance and increase revenue. Let's talk about your sales challenges and together we'll figure out the best solution for your business growth goals. Contact us today.


Our most successful clients ensure that they reserve the appropriate amount of time to develop new business.

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As the end of the year approaches, the pressure to meet and exceed sales goals intensifies. It's a critical juncture where strategic planning and focused execution can make all the difference between accomplishing your sales goals and falling short of your goals. In this article, we'll delve into sales strategies that can propel you towards hitting your goals, ensuring that you not only finish the year strong but set the stage for a successful 2024. 1. Reflect and Reframe: Start by reflecting on your year so far. What worked well and what didn't? Examine the new clients you have brought in this year. How did you get in front of those opportunities? Which prospecting activities converted into new business? Use this insight to reframe your prospecting approach for the remaining months. Sometimes, a small pivot in strategy can yield significant results. 2. Segmented Targeting: Focus your efforts on high-priority segments. Identify the most lucrative market niches or customer profiles and tailor your sales approach to address their specific needs. Are there industries that may be more receptive to your message at the end of the year? Are you looking at the different services you provide and seeking out your ideal prospects? A targeted sales strategy often yields better returns than a broad, one-size-fits-all approach. 3. Leverage CRM Data for Upselling: Your CRM data is a goldmine. Participate in a true account management exercise with the companies in your database. Identify opportunities for upselling or cross-selling based on past interactions and transactions. Existing customers are often more receptive to additional offerings, and this can significantly boost your revenue and your reach within your current client base. 4. Strategic Partnerships for Mutual Growth: Explore strategic partnerships that can complement your offerings. This collaborative approach can open new avenues for business, expand your reach, and create a win-win situation for both parties involved. 5. Intensify Client Engagement: Strengthen relationships with existing clients. Schedule check-ins, seek feedback, and showcase the value you've provided throughout the year. Satisfied clients are more likely to become repeat customers and advocates for your brand. 6. Empower Your Sales Team: Ensure your sales team is equipped for success. Provide additional training, set clear goals, and foster a supportive environment. Motivated and well-prepared teams are more likely to meet and exceed targets. The year-end is not just a countdown; it's an opportunity to strategically position yourself for success. By adopting these sales strategies, you can maximize your efforts, overcome challenges, and achieve your sales goals before the year closes. Remember, the right mix of reflection, targeted approaches, and team enablement can pave the way for a strong finish and set the stage for an even more successful year ahead. If you are interested in learning about how you and your team can be more effective maximizing your sales results before the end of the year, please reach out to Polin Performance Group by emailing us or calling us at 215-970-2360 .
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