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5 Sales and Marketing Tasks you should Delegate or Automate
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Last week I cited the goal of spending two hours per day in marketing and sales activities. But which specific activities are most important for you to focus on as owner, and which are better delegated or automated? A recent study found that owners claim to spend 50% of their time on administration and sales logistics. With a little upfront planning, many of these time draining tasks can easily be delegated to an assistant or automated. Here are my top picks:

  1. Blog posts and newsletters. Unfortunately most blogs and newsletters are published “when there is free time” — which is rarely. Work with a writer to set up an editorial calendar and an interview schedule. In one batch project your writer can create and schedule blog posts, newsletters (with links to the blog posts), Facebook posts and Tweets (linking back to these same blog posts). You will then have a communications system in place so you are freed for focused follow-up with growth clients and partners.
  2. Setting up Sales Calls. Hire a sales assistant to set up appointments with prospects, customers, and partners. Not only will you save time, your company will give an efficient, professional first impression.
  3. Researching Prospects and Customers. Before any sales or customer call, have an assistant pull a standard search on any recent developments, customer service issues and purchases. You will then be prepared and focused on the needs of that client/prospect.
  4. Following Up on Sales Calls. The study above also found that owners on average spend 14% of their time following up on information (forwarding e-mails or calling to confirm if a communication was received) and managing unwanted communications such as spam e-mails or unsolicited phone calls. Set up a list of common responses to email and other inquiries and delegate to an assistant.
  5. Preparing Key Selling Documents. Rather than creating custom proposals and sales letters for each prospect, work with a marketing person to create templates for key sales documents used from the beginning to end of the sales process. Introductory letters, product/service descriptions, engagement letters, proposals and pitches can be professionally created. You save loads of time and are assured of a quality, consistent message across clients and sales people.

What marketing and sales tasks do you delegate? Share in the Comments section above.

Jeanne RossommePresident, RoadMap Marketing
Jeanne uses her 20 years of marketing know-how to help small business owners reach their goals. Before becoming an entrepreneur, she held a variety of marketing positions with DuPont and General Electric. Jeanne regularly hosts online webinars and workshops in both English and Spanish.
www.roadmapmarketing.com | @roadmapmarketin | More from Jeanne

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Discussion (4) Comment


  1. Jon BirdsongVisitor

    Jeanne,

    This is a great post. I automate much of my research through Newsle, SalesLoft’s jobchangealerts.com, and Google Alerts.

    I love this post.

    Best,
    Jon


  2. SuzieVisitor

    Excellent post Jeanne! Virtual Assistants create time for our clients, enabling them to focus on what is important, rather than on what needs to be done. Our clients need to dedicate their time to their “core genius,” while we VAs efficiently manage all of the other back-end, admin and daily biz activities.

  3. Hi Jeanne, Enjoyed reading your informatve 5 picks for “Running a Business – 5 Sales and Marketing Tasks you should Delegate or Automate”

 

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