OKR template to increase repeat business through timely follow-up and re-quotation
The OKR aims to increase repeat business by improving follow-up and re-quotation efforts. The main objectives are to achieve a 40% successful requote conversion from contacted clients, reach out to all clients with past orders in the last two years, and create a formalized follow-up process for future sales.
To achieve these goals, various initiatives are set in place. Training the team on effective sales communication techniques and improving the quality of requote offers are key to increasing conversions. Additionally, implementing a consistent follow-up system for all quoted clients is seen as vital.
Reaching out to past clients is another strategy. This involves sending customized messages, compiling a list of these clients, and drafting effective outreach communication. A comprehensive client contact process is expected to boost past customer engagements.
A formalized sales follow-up process will also be created. This entails designing a standardized sales follow-up template, training the sales team on the new process, and identifying key touchpoints for customer follow-up after a purchase. This will ensure consistency in customer relations.
To achieve these goals, various initiatives are set in place. Training the team on effective sales communication techniques and improving the quality of requote offers are key to increasing conversions. Additionally, implementing a consistent follow-up system for all quoted clients is seen as vital.
Reaching out to past clients is another strategy. This involves sending customized messages, compiling a list of these clients, and drafting effective outreach communication. A comprehensive client contact process is expected to boost past customer engagements.
A formalized sales follow-up process will also be created. This entails designing a standardized sales follow-up template, training the sales team on the new process, and identifying key touchpoints for customer follow-up after a purchase. This will ensure consistency in customer relations.
Increase repeat business through timely follow-up and re-quotation
Achieve 40% successful requote conversion from contacted clients
Train team on persuasive sales communication techniques- Improve quality and personalization of requote offers
- Implement a follow-up system for all quoted clients
- Reach out to 100% of clients with past orders in the last two years
- Send customized messages to each client
- Compile list of clients with past orders
- Draft effective outreach communication
- Create and implement a formalized follow-up process for future sales follow-up
- Design a standardized sales follow-up template
- Train the sales team on the new process method
- Identify key touchpoints for customer follow-up after purchase