How to Create an Information Plan

What is in an information plan?

Before you even meet with a potential customer, you should have an action plan in place. The action plan should consist of 5 areas. Each area will deal with certain aspects of any potential deal and information that will need to be gathered. Let's look at each of the areas and see what you need to learn about the client. First, the contact information for the decision maker and the personality type (we will deal with personality types later in the book). You will also need information on two other levels within the company. Who is the influencer in the situation, their name, title, and to whom they report to, plus their personality type? You will also want to know about anyone else that will be able to sway the decision for hiring your company or purchasing your products. You now have the first step in the process.

Second, information about sales volume should be gathered. This information is readily available if they are a publicly traded organization. If they are a privately held company, you may need to find other sources for getting the information. The information is not hard to get as most companies like to boast about their sales record.

Third, you will want to know what type of problems they are encountering. In other words, what is their business pain? You will need to make note of some solutions that you can provide that may help, but make sure that this is not cast in stone until after the meeting with the client.

Fourth, you will need to know something about their customers: are they happy, what do they see as the strengths and weaknesses? Once again you may have to ask for some leads or wait until you do an analysis of their perceived value.

The fifth and last thing to record is birthdates, anniversaries, special interests, and hobbies for each of the contacts. This last piece will help cement the bond. You will have created a place for a touch point with the client that is outside the scope of the contract. It will put you in a place where they will think of you when a similar project comes along.

You have now filled in your information plan. You should have enough background data to be able to make comments when in a meeting with the client. You will want the client to do most of the talking and you most of the listening. It is extremely important that you are taking mental notes while listening. Record your notes on your power page after you leave the meeting but do reiterate the major points that you heard before moving on.

Bette Daoust, Ph.D. has been networking with others since leaving high school years ago. Realizing that no one really cared about what she did in life unless she had someone to tell and excite. She decided to find the best ways to get people's attention, be creative in how she presented herself and products, getting people to know who she was, and being visible all the time. Her friends and colleagues have often dubbed her the "Networking Queen". Blueprint for Networking Success: 150 ways to promote yourself is the first in this series. Blueprint for Branding Yourself: Another 150 ways to promote yourself is planned for release in 2005. For more information visit http://www.blueprintbooks.com

top rated cleaning service Deerfield ..
In The News:

UCC Holding has teamed up with COBOD to create desert-inspired, 3D-printed schools in Qatar, featuring dune-like wavy walls impossible with conventional construction.
Darkling beetles equipped with microchip backpacks can be guided through disaster areas using electrical signals, offering a biological solution for search and rescue.
Scammers use number porting to take control of outdated landlines still connected to financial accounts, bypassing two-factor authentication to steal funds while avoiding detection.
Twitter co-founder Jack Dorsey developed Bitchat, a privacy-focused messaging app that works offline via Bluetooth without requiring email, phone numbers or personal data.
Google is making a push to ensure its AI, Gemini, is tightly integrated with Android systems by granting it access to core apps like WhatsApp, Messages, and Phone.
A new green energy system is set to change how we capture clean power, and it all starts with the ocean. French startup Seaturns has designed technology that taps into the natural motion of the sea.
Cybersecurity researchers are warning that hackers have started exploiting flaws in chatbots to carry out AI phishing attacks.
Google has just made it easier than ever to regain control of your inbox with Gmail's new Manage Subscriptions tool.
Despite the benefits, residential power saver programs come with several potential drawbacks and concerns that have been raised by both customers and experts.
The Blackdot AI tattoo machine is quiet. It's steady. And according to early users, it hurts a lot less.
Attackers have started to exploit the very signals that users assume will keep them safe when it comes to add-ons to improve productivity or entertainment.
Located on Cerro Pachón in Chile, the world's most powerful digital camera is set to transform how we see the universe.
The innovative DQ Tower stands 28 feet tall with 420 square feet of living space, featuring floor-to-ceiling windows and premium amenities in a prefabricated design.
A new mmWave imaging system allows warehouse robots to scan and create 3D models of objects inside sealed containers, potentially revolutionizing shipping processes.
Family fraud endangers seniors when relatives exploit their trust, but removing personal data online and monitoring identity can prevent financial harm to aging parents.
A study analyzing 500,000 customer service interactions shows chatbots struggle with complex issues while human agents excel at matching customer communication styles.
Aigen's Element robot uses solar power and AI to provide farmers with a sustainable alternative to herbicides, working efficiently in cotton and soy fields.
The new Tesla Oasis Supercharger features 11 megawatts of solar panels and 39 megawatt-hours of battery storage, making it one of the largest solar-powered EV stations worldwide.
Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.
Cybercriminals accessed Medicare data of more than 100,000 Americans by creating fraudulent accounts, prompting CMS to deactivate accounts and issue new Medicare cards.
China's battery swap technology from CATL lets electric vehicle owners exchange batteries in under two minutes, with plans to expand to 1,000 stations across 31 Chinese cities by 2025.
Analysts at Silent Push have uncovered a widespread scam that uses counterfeit retail websites to steal the credit card information of online shoppers.
Chrome users need to update their browsers immediately as Google addresses a critical vulnerability that hackers are actively exploiting. Additional security measures are recommended.
A study found teens glance at phones for dangerous two-second intervals while driving, using devices primarily for entertainment, texting and navigation despite crash risks.
Security researchers uncovered a flaw in Windows 11 that allows attackers to disable Secure Boot using Microsoft-signed tools, requiring manual updates to protect against bootkits.

Top 10 Record Keeping Mistakes Business Owners Make (and How To Avoid Them)

If you interviewed business owners of failed businesses, a majority... Read More

Detailing Business Options

So you want to get into the auto detailing business... Read More

Patient Records - Your Responsibilities

As a practise gets larger & larger the associated problems... Read More

Small Business Marketing Series ? Choosing a Niche Market

Many smaller businesses choose niche markets for various reasons and... Read More

Accepting Checks in Your Business Virtually Risk Free

Most businesses accept checks as form of payment for goods... Read More

Mobile Detailing Expansion Considerations

Expanding your business requires you to take a good hard... Read More

ADH Will Make Your Life More Productive & Your Life More Profitable

What is a Virtual Assistant?? A Virtual Assistant is that... Read More

Small Business Pricing Strategies

TACTIC #1 -- Never simply slash your prices, unless you're... Read More

Asking the RIGHT Questions

Which questions do you need to ask to even get... Read More

Finding a Venture Capital Firm

Many ventures are faced with the challenging task of raising... Read More

Do You Need Accounting Software for Your Small Business?

If you're anything like me then you dislike with a... Read More

Window Cleaning Business Start Up

Should you buy a business opportunity or Franchise if you... Read More

Street Wars Between Mobile Car Washers and Mobile Auto Detailers

There is much competition in the mobile auto detailing business.... Read More

Pet Grooming Business

Do you like animals? Would you like to work for... Read More

Small Business Success - It?s a Matter of Confidence

I was floored! I couldn't believe what they were saying!... Read More

Top Ten Resolves for Building Your Business in 2005

1. Resolve to build a consistent network system.Since referrals are... Read More

How to Increase the Cash Flow in Your Private Practice in 30 Days

If you have a busy private practice, chances are you... Read More

How to Profile a Client

At first glance, this topic may seem a little repetitive,... Read More

Incorporating a Small Business: S corporations versus C corporations

If you've been considering incorporating your small business, you've probably... Read More

How Micro Loans Can Mean Macro Success for Your Business

"Inch by inch, row by row...that's the way my garden... Read More

Mobile Detailing VS Fixed Site Detailers

Mobile detailers will find themselves with lots of competition even... Read More

Mobile Detailing Environmental Concern in the Deep South

Macon, GA goes after garage-gas station conversion detail/hand car washes... Read More

Maintaining Your Carpet Extractor in Your Auto Detail Shop

Auto Detailing: Maintaining A Commercial Carpet ExtractorYou should drain your... Read More

QSR Quick Service - Fast Food Restaurants Labor Situation in United States

One of the major complaints in the QSR Quick Service-Fast... Read More

Pressure Washing; How to Bid Concrete Cleaning Jobs

Remember the cleaning business is all about time ratio to... Read More

local house cleaners Highland Park ..