A Suggested Calendar of Productivity Through 2020

July - Client Goals

Face facts, we are not back to business as usual yet.  Take this month to survey clients and thank them for their business.  Here are a few concept areas to engage with clients in a way that is relevant. 

  • How are we adapting to the pandemic? (List what you have done to accommodate clients and ask for future suggestions?)
  • As educated consumers, what would you like to know about our business? (Follow up with newsletters, webinars,...
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Changes for the World of Work: What You Need To Do Now

Can we work from home and see results?  The overwhelming response is “yes!”  Sure, tech companies are working from home but what about other professionals?  See this article from CNBC.

"Companies in technology, financial services and insurance have invested in remote work tools, and there’s no indication they’ll be returning to the old way of doing business.”




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Can you assist your leadership team by offering Dots Grow resources?

Leadership during reentry is critical to the long term success of businesses. 

Are you a leader of your firm? 

Can you assist your leadership team by offering Dots Grow resources?

Listen to what CEO David Levin, co-founder of digital signage company Four Winds Interactive in 2005, has to say in a recent article in Chief Executive.  

From: https://chiefexecutive.net/planning-for-a-post-covid-environment/

“This crisis is going to pass at...

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Preparing to Reopen Responsibly

How you can prepare your clients and prospects?

While we need to comply with government regulation and company leadership, there are ways we can prepare and add value for clients and prospects.


Keep clients informed with as much specificity as possible

Work with your company to convey:

  • Office reopening dates
  • Specific safety controls, including policies for masks, gloves, social distancing
  • Changes to office hours or rotating schedules
  • Ways in which business...
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Referral Partner Questionnaire

Ask Referral Partners why they refer business to you?  

Thank you for all of your business (through the years, recently).  We were hoping to learn more about what motivates professionals like you to refer business.  Might you have a minute to answer a few quick questions?

  1. What is the primary reason you refer business to any firm?
  2. How does referring business help with your business?
  3. Why specifically do you refer business to me and/or my firm?
  4. Why...
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Assess Time to Saleā„¢

Once again, use the sample of your last five clients.  How long did it take you to secure each client’s business?  Determine how you met each client.  What percentage were referred from one or more referral partners?  Be sure to add specifics for multiple clients in order to see buying patterns.

Now that you understand why and how clients buy, stay tuned for next week’s newsletter to  see how to proceed as we continue social...

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Focus On Preparation!

We continue to hear variations on “What should I be doing as a producer and business development representative during the COVID-19 Pandemic?”

Once you have touched base with all prospective clients, and established a communications plan, why not look for new prospects?

Start with your current client base.  Take a closer look at the demographics of those clients already doing business with your firm.  What do you have in common? 


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What should I be doing as a producer and business development representative during the COVID-19 Pandemic?


“Webinars are great but they do not allow me to meet new prospects and move through the business development process.  I still need to assure that my firm stays healthy by bringing in new clients.  How can I find new clients and help existing prospects move forward?” stated one technology company representative. 

“We get most prospects from online requests and in-person meetings.  Online requests are almost non-existent and...

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Hear the Dots Grow Founder Speak at the Austin Association of Health Underwriters Professional Day

The Austin Association of Health Underwriters and Presenting Sponsor, Humana, are proud to announce the 2020 Professional Development Day in Austin is approved for 6 continuing education credit hours!

Not only are we approved for 6 continuing credit hours, but we feel the lineup brings new ideas and new information to our attendees. The day includes four hours that have been developed and approved for this event! The two remaining hours have not been delivered in this...

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White Label Dots Grow for Your Organization

White labeling is when a product or service removes their brand and logo from the end product and instead uses the branding requested by the purchaser.  Integrate best practices into your organizational systems by contacting [email protected].


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Join the Dots Grow Community & Get More! 

With a small monthly subscription fee, or a discount on an annual membership, you can be prepared for a leadership path in professional services firms like accounting, architecture, benefits, engineering, insurance, law, manufacturing, real estate, technology and more.   

Visit the store to purchase your membership today, annual and monthly payment options available. 
With your Membership, you will receive on an annual basis: 
One free module, Free webinars, Two Modules at 50%, 75% off of the “Graduate Module” after completion of 2 or more modules, Newsletters, Blog access, Podcasts from community FAQs, Practical adaptable tools for your everyday work and the Ability to apply for certification.



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