TGA Anne Legg
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Sales Pipeline Notes

Sales pipeline:
Leads 120
In-person Meeting - 15
Proposal - 10
Close - 8

Zoom Meeting
Zooms 47
Proposals 14
Close - 8
⁠
How dreadful are proposals?
Partners are most custom, and least successful.
Data education is easy.
Data education is easiest close because she has traction in that marketing, but smallest dollar-wise.
If speakers come to her, she lands them.
Bigger ones, consulting, most lucrative, take longest to close.





Proposal Sources:
Used to work with = 29%
Network = 21%
Referral = 26%
Student = 12%
Spoke at conference = 8%
Total leads 120
sources: The majority came from in-person connection GAC minor blogs and social
Had prospecting calls with: 15
Prospect calls : 47
Prospecting meeting details
Proposal = 11
turn closed = 8

2022 Proposals: 24
Closed: 8 = 33%
Sources of closed
- Fintech meet up = Corning
- Used to work with = Trellance / UVA
- Student - Redrand
- Referral = CCUA
- network = Illinois/ Cusol / Carolina

Total Proposals = 24
Sources:
Used to work with = 29%
Network = 21%
Referral = 26%
Student = 12%
Spoke at conference = 8%
8. Need to be more strategic with vetting partners - create partner profile
9. Prospects come from face time/intro /referral
10. Sales funnel
- who are "like" prospects
Credit Unions
Leagues
Partner education
- leverage students - CLass and SCMS, Alumni
- put more in the pipeline to make -
- fall of the year prior is the buying cycle
- create awareness promos with out travel?
- alumni for leauges?

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