1. Define the buyer and offer
Write down the problem you solve, what the customer buys, and the relevant market and sector. For retail, check price, availability and delivery. For B2B sales, define the organization and decision-maker role.
Sales guide
A practical guide to defining your audience, checking interest signals, preparing a clear offer, organizing follow-up and measuring replies and deals in Joro.
2. Review evidence before outreach
Record the signal source, date and reason for fit. A direct question or proposal request is stronger evidence than a matching business category. Exclude stale or unsuitable opportunities before preparing a message.
3. Set a next step and date
Give each opportunity an owner and a clear task. Review replies, information requests, meetings and deals. Record why opportunities stall so you can improve the offer and audience in the next cycle.
A concise prospect-record template
For each opportunity, record the business or contact, reason for fit, interest evidence if available, source and date, appropriate channel, current stage, owner and next step. Leave unknown fields clearly marked instead of guessing. Check for duplicates before adding records so multiple team members do not contact the same business without coordination.
An example follow-up step
Instead of a generic task called 'follow up', write 'review the supply enquiry, confirm availability, then send the offer details requested'. Set an appropriate date and one owner. If the recipient asks you to stop contacting them, record and respect that request. The message depends on context and the permitted channel, rather than one template sent to every business.
A weekly outcome review
Review opportunities that moved to a reply, meeting or quote, and those that stalled. Separate discovered businesses from qualified prospects and completed deals. Choose one improvement for the next cycle based on a clear reason, such as missing offer details or slow response. The first-20-prospects target organizes the work; careful qualification matters more than filling a list with unsuitable names.