New Years Sales Success Checklist


For sales agents having a beginning of year checklist is of paramount importance. Last year was good but how will you exceed those numbers in the coming year? If you want the most bang for your buck selling a business loan alternative and offering a merchant cash advance, we have got you covered. Keep in mind this is a short list of things to skim over and expand upon to get your 2018 off to the best start it can have!


Evaluate Your Team


If you are lucky enough to have a sales team, take a look at them. Who is someone you want to keep around? In the same vein, which are those who are dragging the business down? Have a talk with each person about what you want to see them accomplish in the new year. This is the best way to get started. Is there a development plan for your business offering such things as alternative business loan routes? It is best to adhere to that as much as you can.


Analyze 2017 


Analyze your finances from 2017 to execute your sales game plan for 2018. Always aim to improve the companies revenue, in other words as time passes your profits should increase and your expenses should be decreasing. Was 2017 disappointing, average, or did it exceed standard results? Were you able to meet the quota for every month? This is another goal for which you should speak to your sales team. Again, see who is the best at their job and use their stratagems as much as you can. Try to get higher-performing people on your side and have them train people who maybe are not doing so well. It is always wise to set your team up with sales trainings, courses, or webinars because there is always room to learn new concepts, even if it is simply refreshing their minds with information they already knew about.


Hire The Right People


Does 2018 require you to add to your sales team? It is not about finding the best person to offer a merchant cash advance or business loan alternative, but rather someone who will fit in well with you and your existing team. It is also important to look at your interviewing skills and get outside opinions on them. If they need to be worked on, use videos or other resources designed to help you with that.


So there you have it, a small checklist to get your sales efforts up and running this 2018. If you are a good salesperson looking for new opportunities, please think about applying for a partnership with Everest Business Funding. There's no better way to start 2018 than on the right path.