Turn first conversations into clients
Move people forward, one clear step at a time
A conversation is only worth having if it goes somewhere. This play keeps every promising contact moving.
Track where each person stands.
Use a status field (New, In conversation, Proposal sent, Won, Lost) so you always know the next move for everyone at a glance.
Work your lists by stage.
Filter your contacts by status to build working views: everyone waiting on a proposal, everyone who went quiet after a first chat. Then work the list, not your memory.
Always leave with a next step.
End every conversation by agreeing what happens next and by when, then capture it in Allyos. "I'll send this Thursday" is a commitment you can track; "we'll be in touch" isn't.
Let Ally tee up your day.
Ask Ally who needs attention (who's gone quiet, who's waiting on you) so you start each day knowing exactly where to spend your effort.
Next: keep the clients you win.