Inspect to Create Expectations

Originators are developing their plans for 2025. The first step of the process is for originators to dissect their current network of vendors, end-users, and partners. Top originators rank their database based upon realistic future potential and then create a marketing plan to maximize their outcomes (production). The inspection process includes:

• Knowing the specific data regarding actual production numbers in 2023 and 2024. What vendors and end-users contributed the most to an originator's production.
• Knowing the common characteristics of the relationships which contributed the most to the originator's production and identifying new prospects which share these same characteristics.
• Identifying missed opportunities - relationships or transactions which should have been won but were not. Knowing the shortcomings and striving to correct mistakes is critical to long-term sustainability.
• Identifying relationships that can be expanded in 2025, based upon specific conversations and data shared between the originator and her end-users, vendors, and partners.
• What went right in 2024? What went wrong? What needs to change? What does the originator need to continue doing?
• Were 2024 goals met? Why or why not?
• What were the originator's greatest achievements in 2024? What were his disappointments?
• What are the greatest opportunities for 2025? Why?

Strong originators inspect their activities to formulate future expectations. The data matters and the numbers are essential in creating a marketing plan for 2025.

Wheeler Business Consulting is working with individual originators and sales teams throughout the industry to ensure that they are well positioned in the market, capturing their fair share of business, and outperforming the competition. To schedule a one-on-one meeting contact Scott Wheeler at: scott@wheelerbusinessconsulting.com

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email: scott@wheelerbusinessconsulting.com