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Applying the LEAD Action Model to Getting New Sales from New Customers


L – Lead Boldly

Steps:

  1. Define a Clear Sales Strategy:
    Create a bold sales vision focused on acquiring new customers in target markets.
  2. Identify Ideal Customer Profiles (ICPs):
    Clearly define who your new customers are based on demographics, industry, needs, and buying behaviors.
  3. Empower the Sales Team:
    Train and motivate the sales team to pursue bold actions, take ownership, and make decisive decisions.

Input:

  • Market research
  • Sales goals
  • Customer data

Output:

  • Sales strategy document
  • Ideal Customer Profile (ICP)
  • Empowered sales team

Tools:

  • CRM (Customer Relationship Management) tools (e.g., HubSpot, Salesforce)
  • ICP templates
  • Leadership training materials

Time:
1-2 weeks


E – Execute Relentlessly

Steps:

  1. Create a List of Target Prospects:
    Use lead generation tools and databases to compile a list of potential new customers.
  2. Segment and Personalize:
    Segment prospects into categories and personalize your approach (email, calls, LinkedIn outreach).
  3. Implement a Multi-Channel Sales Campaign:
    Use a mix of outbound emails, cold calling, social media outreach, and in-person meetings to engage prospects.
  4. Set Up Daily/Weekly Sales Activities:
    Define daily activity goals (e.g., number of calls, emails, meetings) and track progress.

Input:

  • Lead databases (e.g., LinkedIn Sales Navigator, ZoomInfo)
  • Personalized email/call scripts
  • Campaign strategy

Output:

  • Targeted prospect list
  • Sales campaign execution
  • Consistent prospect engagement

Tools:

  • Outreach tools (e.g., Mailshake, Apollo.io)
  • LinkedIn Sales Navigator
  • Sales task managers (e.g., Trello, Asana)

Time:
Ongoing, with weekly reviews


A – Act Fast

Steps:

  1. Launch Sales Campaign Quickly:
    Don’t wait for perfection; start engaging new prospects immediately.
  2. Test and Iterate Rapidly:
    Test different outreach approaches, messaging, and channels. Quickly adapt based on what works.
  3. Respond Promptly to Inquiries:
    Ensure a fast response time to prospect questions and interest.

Input:

  • Campaign assets (emails, call scripts)
  • Feedback from prospects
  • Sales team insights

Output:

  • Rapidly launched campaigns
  • Improved outreach tactics
  • Faster sales cycle

Tools:

  • A/B testing tools for emails
  • Sales engagement platforms (e.g., Outreach, Salesloft)
  • CRM with automated response tracking

Time:
Launch within 1 week, iterate weekly


D – Deliver Measurable Results

Steps:

  1. Define Key Sales Metrics:
    Track key metrics such as:
    • Number of new leads contacted
    • Conversion rate (lead to customer)
    • Time to close a deal
    • Average deal size
  2. Review Results Weekly:
    Set a weekly review process to assess performance against goals.
  3. Celebrate Wins and Refine:
    Recognize successful sales efforts, and refine the approach for continuous improvement.

Input:

  • Sales activity data
  • CRM reports
  • Performance metrics

Output:

  • Sales performance dashboard
  • Weekly sales review reports
  • Improved sales process

Tools:

  • KPI dashboards (e.g., Power BI, Tableau)
  • CRM reporting tools (e.g., Salesforce Reports, HubSpot Analytics)
  • Recognition tools (e.g., Slack, Kudos boards)

Time:
Ongoing, with weekly reviews


Summary of LEAD Action Model for New Sales

PhaseKey ActivityToolsTime
Lead BoldlyDefine sales strategy and ICPsCRM, ICP templates1-2 weeks
ExecuteLaunch multi-channel sales campaignOutreach tools, task managersOngoing, weekly
Act FastTest, iterate, and respond rapidlyA/B testing tools, CRMLaunch in 1 week
DeliverMeasure, review, and refine sales effortsKPI dashboards, reporting toolsOngoing, weekly