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Chapter 20 – Getting Into New Accounts
Level Set
Prospecting Cadence
Organizational Movement
Concentrated Prospecting
How many times should I call?
How many emails should I send?
How many voicemails should I leave?
Day 1 Day 2 - 7
Day 8
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
LVM
VM Follow-Up
Email
Pause
Day 9 - 14
Round 1
Week 1
Week 2
Day 15 Day 16 - 21
Day 22
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
LVM
VM Follow-Up
Email
Pause
Day 23 - 28
Round 2
Week 3
Week 4
Day 29 Day 30 - 35
Day 36
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
LVM
VM Follow-Up
Email
Pause
Day 37 - 42
Round 3
Week 5
Week 6
Day 43 Day 44 - 49
Day 50
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
LVM
VM Follow-Up
Email
Pause
Day 51
Round 4
Week 7
Week 8
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 1
Call
LVM
VM Follow-Up
Email
PauseWeek 2
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 3
Call
LVM
VM Follow-Up
Email
PauseWeek 4
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 5
VM Follow-Up
Email
Call
LVM
PauseWeek 6
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 7
Call
LVM
VM Follow-Up
Email
PauseWeek 8
Send Cold Email | Cold Calls with DNLVMWeek 1
Cold Call | LVM | VM Follow-Up Email | PauseWeek 2
Send Cold Email | Cold Calls with DNLVMWeek 3
Cold Call | LVM | VM Follow-Up Email | PauseWeek 4
Send Cold Email | Cold Calls with DNLVMWeek 5
Cold Call | LVM | VM Follow-Up Email | PauseWeek 6
Send Cold Email | Cold Calls with DNLVMWeek 7
Cold Call | LVM | VM Follow-Up Email | PauseWeek 8
Prospecting Cadence
Organizational Movement
Concentrated Prospecting
Finding a Different Way In
CXO (CIO, CFO, CEO, COO)
VP of [department] (IT, HR, Finance, etc.)
Director of [department]
Manager of [department]
User/front-line worker
Vertical Movement
Horizontal Movement
CEO/Owner
Marketing Sales Finance IT Operations HR
CEO
HR
VP of HR
Director of HR
HR Manager
HR Specialist
Finance
CFO (Chief Financial
Officer)
VP of Finance
Director of Finance
Finance Manager
Accountant
Marketing
CMO (Chief
Marketing Officer)
VP of Marketing
Director of Marketing
Marketing Manager,
Marcomm Manager,
Product Manager
Sales
VP of Sales
Director of Sales
Sales Manager
Sales Rep, Account
Manager
IT
CIO (Chief
Information Officer)
VP of IT
Director of IT
IT Manager
Engineer
Operations
COO (Chief
Operations Officer
VP of Operations
Director of
Operations
Operations Manager
Engineer
Organizational Movement
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 1
Call
LVM
VM Follow-Up
Email
PauseWeek 2
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 3
Call
LVM
VM Follow-Up
Email
PauseWeek 4
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 5
VM Follow-Up
Email
Call
LVM
PauseWeek 6
Send Cold
Email
Call
DNLVM
Call
DNLVM
Call
DNLVM
Call
DNLVMWeek 7
Call
LVM
VM Follow-Up
Email
PauseWeek 8
Organizational
Movement
Prospecting Cadence
Organizational Movement
Concentrated Prospecting
Don’t Be a Mile Wide and an Inch Deep
Mile Wide
Mile Deep
Be an Inch Wide and a Mile Deep

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Chapter 20 - Getting into New Accounts (The SMART Sales System)

  • 1. Chapter 20 – Getting Into New Accounts
  • 4. How many times should I call? How many emails should I send? How many voicemails should I leave?
  • 5.
  • 6. Day 1 Day 2 - 7 Day 8 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVM Call LVM VM Follow-Up Email Pause Day 9 - 14 Round 1 Week 1 Week 2
  • 7. Day 15 Day 16 - 21 Day 22 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVM Call LVM VM Follow-Up Email Pause Day 23 - 28 Round 2 Week 3 Week 4
  • 8. Day 29 Day 30 - 35 Day 36 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVM Call LVM VM Follow-Up Email Pause Day 37 - 42 Round 3 Week 5 Week 6
  • 9. Day 43 Day 44 - 49 Day 50 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVM Call LVM VM Follow-Up Email Pause Day 51 Round 4 Week 7 Week 8
  • 10. Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 1 Call LVM VM Follow-Up Email PauseWeek 2 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 3 Call LVM VM Follow-Up Email PauseWeek 4 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 5 VM Follow-Up Email Call LVM PauseWeek 6 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 7 Call LVM VM Follow-Up Email PauseWeek 8
  • 11. Send Cold Email | Cold Calls with DNLVMWeek 1 Cold Call | LVM | VM Follow-Up Email | PauseWeek 2 Send Cold Email | Cold Calls with DNLVMWeek 3 Cold Call | LVM | VM Follow-Up Email | PauseWeek 4 Send Cold Email | Cold Calls with DNLVMWeek 5 Cold Call | LVM | VM Follow-Up Email | PauseWeek 6 Send Cold Email | Cold Calls with DNLVMWeek 7 Cold Call | LVM | VM Follow-Up Email | PauseWeek 8
  • 14. CXO (CIO, CFO, CEO, COO) VP of [department] (IT, HR, Finance, etc.) Director of [department] Manager of [department] User/front-line worker Vertical Movement
  • 16. CEO HR VP of HR Director of HR HR Manager HR Specialist Finance CFO (Chief Financial Officer) VP of Finance Director of Finance Finance Manager Accountant Marketing CMO (Chief Marketing Officer) VP of Marketing Director of Marketing Marketing Manager, Marcomm Manager, Product Manager Sales VP of Sales Director of Sales Sales Manager Sales Rep, Account Manager IT CIO (Chief Information Officer) VP of IT Director of IT IT Manager Engineer Operations COO (Chief Operations Officer VP of Operations Director of Operations Operations Manager Engineer Organizational Movement
  • 17. Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 1 Call LVM VM Follow-Up Email PauseWeek 2 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 3 Call LVM VM Follow-Up Email PauseWeek 4 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 5 VM Follow-Up Email Call LVM PauseWeek 6 Send Cold Email Call DNLVM Call DNLVM Call DNLVM Call DNLVMWeek 7 Call LVM VM Follow-Up Email PauseWeek 8 Organizational Movement
  • 19. Don’t Be a Mile Wide and an Inch Deep Mile Wide Mile Deep Be an Inch Wide and a Mile Deep