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The Milk Route

TEAM TRIFECTA PRESENTS:. The Milk Route. Agenda. What is the “Milk Route” Benefits Implementation Results. The Milk Route?. Benefits. Efficiency Process Driven Repetition Consistency. Implementation. Pursuit of Success Week Two Two categories

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The Milk Route

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  1. TEAM TRIFECTA PRESENTS: The Milk Route

  2. Agenda • What is the “Milk Route” • Benefits • Implementation • Results

  3. The Milk Route?

  4. Benefits • Efficiency • Process Driven • Repetition • Consistency

  5. Implementation • Pursuit of Success Week Two • Two categories • Consistent scheduling • Incorporate into marketing plan

  6. Routes

  7. Schedule Wednesday 8:30 am – 11:00 am

  8. Results TEAM TRIFECTA - 46 New Affinity Accounts • Referral source acquisition • Increases retention • Drives referral

  9. “I've been getting a lot of referrals from Subaru, but I noticed they've almost doubled since I implemented the milk route. Having me there in person at least twice a month seems to really encourage them to keep the referrals coming! Sheehy is also on the milk route and they have been a good source for referrals as well.” – Kristi Hammond, Sales Rep, VA • “This system allowed me to average a 85% plus referral on my new business numbers for the last 3 years I was in sales.  Since I had trained my sources (through regular interaction) on the best type of client to send me, my home closure ratio was around 40%, and auto was around 30%.  My last year before I moved into management, I was selling at 140% of state target (in TN, 2nd highest state target in the US)!” – Jeremy Conrey, ABM, TN

  10. got milk route?

  11. Questions?

  12. Rep assignment while in residency: Get to Prospecting: Sources of Leads Lead Tracker Excel Spreadsheet: (Attached to X-Date tracker) Milk Route Template (Separate word document) Appendix

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