A Day in the Life of a Salesperson
Do these schedules resemble how you spend your week? Your schedule may or may not be this busy, but
this is a real example of how one very successful Thrifty salesperson spends her time.
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Sales & Marketing Weekly Report
Monday
-
8:00 am to 11:00 am - Office work all morning, check messages, return calls, check mail, e-mail and replies.
-
11:30 am to 1:00 pm - Drive to Kissimmee and visit Alan at Vacation Works Vistana.
This is a follow-up meeting for targeting a guest services company.
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1:00 pm to 2:00 pm - Pay Tammy at Marriott World Center Resort and other referrals.
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2:00 pm to 3:00 pm - Drop off coupons at the Caribe Royale Resort for upcoming convention Cendant/Jackson Hewitt, which will be using Thrifty.
-
3:00 pm to 6:00 pm - Drove back my main office to follow up on sent sales kits to Coqui Tours, Star Media, and Interactive Media.
Service calls to Spinnaker Resorts, Starwood, Island One, and Florida Tourist Bureau.
Did flyers for MC8 area businesses. Looked over commissions and reservations.
Follow up on credit application for Embassy for room/car package. Distribute work for this week for Sue and
Damaris.
Tuesday
-
8:30 am - Stopped at our University of Central Florida office (MC8), then conducted personal sales calls at UCF area businesses all morning.
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1:00 pm - Drive back to my office to go over some problems for Paragon Tours.
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2:00 pm to 3:00 pm - Put out account procedure memos for rental agents. Get training books for outermarkets on account procedures.
Train new employees on account procedures.
-
4:00 pm to 5:30 pm - Left office to meet with Ron Kellog from Florida Tourist Bureau to discuss rates and service.
Visited 10 hotels in the Lake Buena Vista area. Got printing estimates from A1 Art.
Gave copies to Butch and Larry.
Wednesday
-
8:00 am to 11:00 am - Get to the office and check messages with my assistant Sue.
Go over her accomplishments and reservations booked and pending. Then, begin working on convention business.
Requested proposals from other competitors.
-
11:00 am to 2:00 pm - Follow up to the Aaron Douglas group (meeting in Orlando).
Sent corporate proposals to: Adaptec, Inc., Communications Consultants, Days Inn UCF, Julius Talent, and Mega Hertz.
-
2:00 pm to 3:00 pm - Sent tour proposals to : Reiseburo Blakenburg, Gold Medal Travel, Zahid Travel (Saudi and Mirage Tours [Saudi]).
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3:00 pm to 4:00 pm - Organized and moved marketing supplies to see what needs to be re-ordered.
Organization is very important! Requested sign estimates for one of the suburban offices.
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4:00 pm to 7:00 pm - Managers meeting to discuss monthly revenues and other key operational issues.
Thursday
-
8:30 am to 10:00 am - Met with Sato Travel, then did some more sales in the UCF area to target corporate business.
Met with one of the reps that runs our UCF area office to review leads and procedures.
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10:30 am to 1:30 pm - Met with Lisa Lawn to discuss advertising in Guest Informant Magazine.
Attended the OOCCVB meeting and luncheon to network with other industry people.
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2:00 pm to 3:30 pm - Conducted sales calls to hotel referrals in the Disney area.
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4:00 pm to 6:00 pm - Back in the office to go over pending paperwork for existing accounts.
Friday
-
8:00 am to 12:00 pm - Office work all morning. Met with Larry to discuss pending requests and get approvals.
Printed Aged Trail Balance to go over it with the accounting department.
-
1:00 pm to 2:00 pm - Met with our suburban manager to go over outermarket procedures.
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2:00 pm to 3:30 pm - Follow up calls to accounts I have not heard from recently, such as Florent Leante and Progress Tours, Affordable Tours, Washington International, and DreamTime.
Continue working on leads and follow up on proposals sent to wholesale tour operators.
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3:30 pm to 4:30 pm - Prepare sales kit for meeting with Ken Majors at Premier Getaways.
After meeting with Premier, went to MC6 to go over memos and procedures on accounts with new employee.
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4:30 pm to 5:30 pm - Set up meetings for next week. Order Tartan supplies for Mexican tour operator presentation.
Finalize participation on La Cumbre trade show. Handled booking and customer problems for HB Travel.
Requested artwork for Guest Informant and for the new local corporate cards we will be ordering.
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As you can see, the week is full of plans, proposals, and appointments which, in turn,
become a profitable week and time well spent.
No matter how you spend your time each day, there are certain things that must be accomplished in order for you to be successful in sales.
With the help of the Thrifty CORE Advisory Council, we have put together a list of tasks that will help you fine tune your sales efforts.
Some tasks need to be done on a daily basis, while others can be done weekly, monthly, or even occasionally.
Take a look at the following suggestions of how to handle these regular tasks and apply them to your own schedule.
Daily Tasks
- Check phone messages and return phone calls promptly.
- Go through mail; sort and handle.
- Review appointments for the day.
- Check e-mail and respond, even if only to say you received
their message and will respond more in-depth later.
- Read newspapers, business journals, and trade publications for new businesses and for personnel appointments and promotion announcements made by companies.
It’s important to keep up to date with what is going on in the community.
- Prospect on a daily basis. (Minimum of 20 calls per day.)
- Send proposals to prospective new clients.
Weekly Tasks
- Stay alert to trends that might impact your target market, product or promotion strategy.
- Collect competitors’ ads and literature. Study them for information about strategy, product features, benefits, etc.
- Use broadcast faxes or e-mail messages to notify your customers of product service updates.
- Send out broadcast faxes to travel agents, hotels, local corporate accounts, body shops, and dealerships.
- Implement signed accounts. (Add to Blue Bird or BlueStar system and inform counter agents.)
- Review marketing and advertising.
- Hold weekly meetings with owners or direct report person and give verbal or written report on the events of the week.
- Have a minimum of 10 pre-set appointments.
- Cold call on the businesses surrounding your appointments.
- Service calls to existing accounts. (Minimum of 10 per week.)
Monthly/Quarterly Tasks
- Set specific marketing goals every year. Review and adjust these quarterly.
- Publish a newsletter for customers and employees. (It doesn’t have to be fancy or expensive.)
- Develop a brochure of services.
- Turn in monthly sales reports for both rental and valet parking.
- Request a corporate account report from your regional sales director.
- Hold monthly meetings with operations.
- Run business reports for travel agents.
- Deliver commission payments.
- Run a local corporate report and a CD report.
- Make a new local corporate list for the counter staff.
How many cold calls should a salesperson be making?
Cold calling is the process of prospecting for new customers. The purpose of cold calling is to get an appointment, not to sell!
Successful cold calling can lead to several positive things, such as:
- Development of new business.
- Money saved when compared to time spent on the road.
- Yielding better results than going door-to-door.
- Building a contact network.
Most salespeople feel that doing cold calls over the phone is the most effective technique.
Begin with contacting a prospect over the phone and requesting a contact name and other pertinent information.
Then follow through with an introduction letter, as well as a call requesting an appointment.
Drop-in cold calls are usually only made to businesses such as local travel agents, hotels, and body shops.
An exception to this rule should be made, however, when a new Thrifty location is opening.
Take time to canvas the area around the new location and drop in on prospective corporate customers in the vicinity.
Make sure to take them information on the new location, as well as a special giveaway or offer to encourage them to try Thrifty.
Often, team owners are unsure as to how many cold calls their salespeople should be making.
According to our experienced salespeople, this number will vary depending on the size of the market.
A seasoned salesperson may only need to make 30-50 cold calls per week. This is due to the fact that they have a solid customer base and spend a large amount of their time servicing accounts.
However, a new salesperson in uncharted territory should be making from 50-100 calls a week.
Cold Calling
Ratio
20-5-1
20 Calls
5 Appointments
1 Close
“Hey Buddy, can you spare $113.25?”
How many people out there can just easily “spare” $113.25? According to Sales and Marketing Management Magazine, this is the cost for an average sales call!
This is why customer retention is so important. It costs much less to keep satisfied customers than trying to find new ones to replace them.
Apply these guidelines to keep customers satisfied:
- Keep in touch on a regular basis.
- Build a reputation for service.
- Handle inquiries, questions, or complaints promptly.
- Resolve problems quickly.
- Send the articles of interest for themselves or their business.
- Ask for referred leads.
- Remember, you are not just part of your company - in their eyes, you ARE the company!
Understand that satisfied customers:
- Save marketing costs
- Buy more
- Strengthen your market position
- Strengthen your company’s financial position
- Try other products or services you may offer
- Are insulated from price competition (to a degree)
What are the best resources for finding new prospects?
There are a variety of sources to finding lists for new prospects. They can be as fundamental as your local phone book, or as specific as a leads list from a networking group.
Here are some examples of where our salespeople find their prospecting lists:
- Local Chamber of Commerce business lists
- Local Convention Bureaus issue lists of meetings and conventions being held in the area
- Meeting Planners International issues meeting lists
- Business publications issue a “book of lists” showing contact names and phone numbers of the top 500 businesses in the area
- Networking groups and organizations such as NESRA (National Employment Service and Recreational Association) share a leads list
- SIC codes list - lists types of businesses by code
- Thrifty headquarters - Rick McDowell can provide a semi-annual report listing customer originations or feeder markets into any area. The list can be broken down by state, city, and zip code. Rick McDowell can be reached at
918-669-2608, or rick.mcdowell@thrifty.com
- Travel agent broadcast fax - Contact Scarlete Pelfrey at 918-669-2231 or scarlete.pelfrey@thrifty.com.
If you have any further questions regarding prospecting, contact one of the members of the Thrifty CORE Advisory Council for more detailed information.
(CORE members are listed here)
Prospecting Idea List
|
Airlines |
Helicopter Services |
|
Associations |
Hospitals |
|
Apartment complexes |
Hotels |
|
Athletics dept. in schools (drill teams, bands, etc.) |
Landscape companies,
nurseries, greenhouses |
|
Auto body shops |
Internet sites |
|
Auto parts stores |
HSMA |
|
Bakery shops |
Limo services |
|
Banks, Savings & Loans |
Local airports |
|
Bicycle races |
Local attractions |
|
Bridal shops/shows |
Local entertainers |
|
Bus depots/bus stops |
Manufacturing companies |
|
Caterers/party planners |
Meeting planners |
|
Chamber of Commerce |
Military contractors |
|
Charity functions/organizations |
Motels |
|
Churches |
Motion
picture/television industry |
|
Professional practices (attorneys, doctors, etc.) |
Moving companies
(Allied, Mayflower, United, etc.) |
|
Colleges/Universities |
Muffler shops |
|
Computer stores |
Newspapers - want ads |
| Concert promoters |
Police department |
|
Construction business |
City wide limo/shuttle van |
|
Contractors |
Property management companies |
|
Convention service companies |
Real estate (relocations) |
|
Country clubs |
RV parks/campgrounds |
|
Day care centers (child/adult) |
Schools - elementary, secondary, private |
|
Dealerships - car, truck, motorcycle |
Science centers |
| Delivery companies (local courier,
FedEx, UPS, etc.) |
Weekly rental
apartments/extended stay hotels |
|
Drug enforcement agencies |
Ski shops |
|
Equipment rental companies |
Sports teams (local) |
|
Fitness centers |
Sporting goods shops |
|
Florists |
Taxi service companies |
|
Foreign car repair shops |
Trade shows |
|
Formal wear rental shops |
Transmission shops |
|
Funeral homes |
Travel agents |
|
Furniture stores |
Undercover police assignments |
|
Golf tournaments |
Visitor & information centers |
|
Government offices |
Secretarial services |
|
Grocery stores |
Yellow pages |
What organizations should a salesperson belong to?
Belonging to local organizations and networking groups can be very valuable to business.
Research which groups meet in the area and join the ones that will benefit sales most.
Try organizations out by attending meetings as a guest and ask members how the organization has been helpful to them.
Below are some of the organizations recommended by the Thrifty Core Advisory Council.
- Local Area Chamber of Commerce
- Local Area Business Travelers Association
- Business and Convention Centers
- Concierge Association
- Local Visitors Bureau
- Meeting Planners International
- NESRA (National Employment Service and Recreational Association)
- Local Area Hotel/Motel Association
- Local “Leads” Group
How often should salespeople and sales managers meet?
It’s important for salespeople and sales managers to meet frequently and report on what is happening out in the field.
Use meetings to discuss new clients, to brainstorm about new sales leads, to discuss problems with unsatisfied clients, etc.
Some salespeople prefer to meet with their team owners or sales managers once a week and simply review verbally what took place that week.
Others prefer to hand in detailed sales reports each week and only meet once a month.
Most importantly, decide what works best for the group and stick to a schedule.
It is equally important to find a sales report form that works well for everyone.
Some prefer to stick to a simple hand-written sales report, but there are also several software programs that are excellent for sales reports, such as the desktop Palm Pilot and ACT.
Click here to see examples of sales reports done in Palm
Pilot (page
1, page
2), ACT (page
1, page 2), and a simple hand-written
(page 1, page
2) version.
How should business be tracked?
Accurately tracking both local corporate account and nationwide corporate account rental activity is vital to Thrifty’s continued success in the corporate marketplace.
Thrifty must be able to provide management reports to corporations and businesses letting them know the status of their account and fulfillment of revenue commitments.
The following is intended to help salespeople become more knowledgeable about how tracking can be accomplished in the Blue Bird system.
- The standard source code for local corporate accounts is 700. All accounts in the 700 source code category should also be assigned a specific referral code number.
Go to #17 in the Auto Rental Menu (Source/Referral File Maintenance) to assign a new referral code number to an individual local corporate account or make changes to an existing local corporate account.
- If possible, type up a list of all local referral code numbers (and their corresponding nationwide corporate account number, where applicable) for use by rental agents at the counter in case the computer goes down or they cannot find an account in the system.
- Make sure all rental agents know they should input the company’s local referral code number and nationwide corporate discount (CD) number at the time of reservation in the DT screen (referral code) and SU screen (CD number).
If done at the time of rental, the codes should be entered in the OP screen (referral code) and SU screen (CD number).
If they do not know the referral code and/or CD number, it is easy to use “Shift + ?” to view a list of choices.
- When the CD number is entered in the CorpCust field at the top of the SU screen, the nationwide rates and benefits will display on the bottom half of the screen. (Updates to the CD File are now occurring automatically once pre month.
Contact Yvonne Phillips at
918-669-2378 with any questions.)
- It is possible to add corporate discount numbers to update each system manually until the next automated update occurs from Thrifty’s MIS department by doing the following:
Go to the Auto Rental Menu, #1 File Maintenance. Then to #18 Corporate Discount File Maintenance.
Choose A for Add to put in the CD number.
- A report can be generated for any desired time period of all CD number activity.
Go to Auto Rental Menu. Then #5 Business Reports. Then #19 Corporate Discount Recap Report.
This will give a detailed or summary report of all activity for the dates specified.
- A report can also be generated for any desired time period for all referral code activity.
A Source of Business Detail Report for source code 700 (local corporate accounts) will break out each account by referral code number with all renters’ names, number of rental days, T&M, and total revenue for the account.
Click here to see a good example of a typical tracking
report, as well as a sample Blue Bird
report.