Seeking Assistance: Business Development Basics
Hi everyone,
I could use some guidance on getting back to the fundamentals of my Business Development efforts.
A quick background: I work at an agency focusing on healthcare providers, primarily care homes and home care, rather than NHS or hospitals. I manage four counties as part of our regional market segmentation.
Unfortunately, my area isn’t very established and has become somewhat chaotic due to previous consultants’ attempts and staff transitions.
I feel confident in my ability to conduct Business Development calls, making a call-first approach a priority.
What I’m struggling with is establishing a straightforward method for tracking and updating my progress while having a clear plan in place. Organization is a challenge for me, and I actively work to improve it.
Currently, I find myself inputting data into our system, updating various Excel sheets, and taking notes manually. By the end of the week, unless it was a particularly memorable call, I often lose track of which managers I’ve spoken with, which ones I still need to reach out to, and what needs my follow-up.
Overall, I’m finding it difficult to track prospects and gain a comprehensive understanding of my market.
If anyone has suggestions for simple, logical methods to keep track of conversations and follow-ups—something that would help me remember who I’ve connected with and when to call them back—I would greatly appreciate it. This would also enhance my understanding of the market.
Thank you in advance for your assistance!
