Presenation given to BNI Greenway Chapter on how to track sales opportunities 12/4/12

1. Educational Moment for:
BNI Greenway
Tracking Opportunities
Presented by: Misty Khan
Advena Artemis LLC
Tuesday, December 4, 2012

2. What to Track
• Client Company Name*
• Opportunity Description*
• Sales Cycle*
• Projected Close Date*
• Projected Value*
• Client Company Contact Name & Info
• Current Value
• Date Added

3. What to Track:
Qualification Data
– Real Estate/Mortgage Broker
• Referral Source
– Commercial Broker
• Square Footage
• Lease Expiration Date
– Project Oriented Opportunities
• Budget
• Start Date
– Specialty Products / HR
• Number of Employees

4. Where to Track
• Outlook

5. Where to Track
• Excel