Next Level Academy Proposal Writing Prospecting and Lead Generation eBook Course

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Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Prospecting
  • Make it a Priority
  • Identify Your Ideal Prospect
  • Choose Prospecting Methods
  • Make it a Habit
  • Case Study
  • Module Two: Review Questions
Module Three: Traditional Marketing Methods
  • Cold Calling
  • Direct Mail
  • Trade Shows
  • Networking
  • Case Study
  • Module Three: Review Questions
Module Four: New Marketing Methods
  • Social Networks
  • Search Engine Marketing
  • Email Marketing
  • Display Advertising
  • Case Study
  • Module Four: Review Questions
Module Five: Generating New Leads
  • Become a Brand
  • Webinars
  • Blogs
  • Engaging Video
  • Case Study
  • Module Five: Review Questions
Module Six: Avoid Common Lead Generation Mistakes
  • Limiting Channels
  • Failure to Provide Value
  • Failure to Connect
  • Failure to Try
  • Case Study
  • Module Six: Review Questions
                                        Module Seven: Educate Prospects
                                        • Content Creation
                                        • Stand Out from the Competition
                                        • Fill Customer Needs
                                        • Always Deliver on Promises
                                        • Case Study
                                        • Module Seven: Review Questions
                                        Module Eight: The Pipeline
                                        • Contact
                                        • Meet
                                        • Propose
                                        • Close
                                        • Case Study
                                        • Module Eight: Review Questions
                                        Module Nine: Follow up Communication
                                        • Know Your Leads
                                        • Move Quickly
                                        • Know How to Respond
                                        • Set Future Meetings
                                        • Case Study
                                        • Module Nine: Review Questions
                                        Module Ten: Track Activity
                                        • Use the Appropriate Tools
                                        • Assess Your Advertising Sources
                                        • Record Information about Leads
                                        • Assess ROI
                                        • Case Study
                                        • Module Ten: Review Questions
                                        Module Eleven: Create Customers
                                        • Develop Relationships
                                        • Show Genuine Interest
                                        • Be Professional
                                        • Show Reliability and Integrity
                                        • Case Study
                                        • Module Eleven: Review Questions
                                        Module Twelve: Wrapping Up
                                        • Words from the Wise
                                        • Review of Parking Lot
                                        • Lessons Learned
                                        • Completion of Action Plans and Evaluations
                                        • Recommended Reading