Magnolia Desk PartnerNotes on outreach, calendars, and pipelines
Practical habits from the work itself: reaching the right person, protecting the calendar, and keeping a pipeline you can trust.
Getting past the phone tree without burning the relationship
Dial-by-name directories, general voicemail boxes, and receptionists who are not sure where to send you. How to reach the right person and still be welcome when you get there.
Read PipelineProspecting around renewal dates, not around your calendar
In benefits, the right month matters more than the right pitch. How to build an outreach rhythm around when your prospects can actually make a change.
Read PartnershipWhen to hand off a warm lead, and how to do it well
The best outreach partners know when a prospect needs to hear from the principal. What a good handoff includes, and why timing it right matters.
Read CalendarsCalendar management for people who sell
Work calendar, personal calendar, team calendar. Why a salesperson's week falls apart at the seams between them, and how to keep it together.
Read PipelineKeeping a pipeline honest
A pipeline full of optimistic stages feels good and plans badly. How to keep records current so the pipeline tells you the truth.
Read OutreachVoicemails that get returned
Most voicemails are deleted before they finish. A few simple habits make yours the one that gets a call back.
Read