With thirty open deals, losing track is easy
You have a full calendar, open offers, a few customers you haven't heard from in a while, and somewhere a promise you still have to keep. Keeping all of that in your head might work with five customers. With thirty, who you call first and who you forget becomes a matter of luck.
That's why good weekly sales planning starts with a short look in the morning: who is due this week? Three questions help:
What is fixed? Meetings, callbacks and everything you've promised.
Where am I waiting for something? Customers who are taking their time with a reply or a decision.
Who have I lost track of? Customers whose last conversation was weeks ago, for no particular reason.
If you do this regularly, you no longer start the day with the feeling that you've forgotten someone.
With Fioro
With Fioro, you'll never lose sight of a contact again
The coach in Fioro remembers, for every customer, what was discussed last, what is open and what you're waiting for. When you ask in the morning who needs you this week, you get an overview of meetings, promises that are due and customers who haven't heard from you in a while. In the Customers module, the “Pipeline Review” sums up where all your customers stand. So you start the day with a clear plan instead of relying on your memory.
Ask the coach which customers you should focus on this week.
Go through its suggestions and decide who to call, who to write to and who can wait.
If you want to follow up, tell the coach when. It notes this as a task for the customer.
Freddy
Your coach in Fioro
Which customers should I focus on this week, and have I lost track of anyone?
This week, four customers stand out:
Ms Arndt (solar installation). Your revised offer after the visit is still outstanding.
Keller Bau. The site visit is on Wednesday. Ms Keller asked whether you'll do the foundation slab.
Plus two who have gone quiet:
Mr Becker. Your last conversation was on 2 October. You haven't told me anything since.
The Lenz family. Ms Lenz was going to get in touch after her holiday. That was three weeks ago.
Who shall we start with?
Frequently asked questions
How does the Fioro coach know where my customers stand?
Its knowledge comes from what you tell it: conversations, meetings, promises and open points. The Fioro coach remembers everything for each customer and draws on it when you ask who needs you this week.
How does the Fioro coach help with customers who haven't been in touch for a while?
These are the customers who slip through the cracks most easily in daily work, even though a single call is often all it takes. The Fioro coach notices where the last conversation was weeks ago and moves these customers to the top of its overview.
How can AI help with weekly sales planning?
An AI that knows the history of each customer can show who needs attention right now and where something has been left undone. The Fioro coach goes through your customers with you and shows you where to start next.
From the Fioro Method
Keep the full picture
Chapter 3.3 · Read the chapter
About Fioro
Fioro is the AI coach for sales teams. You practise customer conversations in realistic roleplays and prepare real meetings with a coach that remembers every conversation.
