Prioritize current clients to maintain loyalty and generate referrals while allocating set hours for prospecting new leads. Use a CRM to track interactions and focus on high-value opportunities. Delegate or automate tasks, ensuring time for relationship-building. Regularly review and adjust priorities to balance retention with growth effectively.

To manage time effectively between clients and leads: 1. Prioritize Tasks: Use tools like Trello or Asana to categorize tasks by urgency and importance. 2. Time Blocking: Allocate specific time slots for client work and lead generation. 3. Automation: Leverage tools like CRM for follow-ups and email campaigns. 4. Regular Communication: Schedule consistent updates with clients to maintain trust and transparency. 5. Set Boundaries: Define clear working hours and avoid overcommitting to balance focus and delivery. 6. Delegate: Outsource or delegate tasks when necessary to stay productive.

I like to use the 70/30 rule. I spend %70 of my time expanding client relationships. Happy clients provide repeat business, referrals, and case studies that can attract more leads. The other %30 is spent prospecting and developing new leads to ensure growth and profitability.

For a sales person it is very important to give priority to the existing customers and managing new leads as they are future potential customers. What has helped me: 1. Prioritising it on the basis of: a. Existing with low potential or high potential b. Inquiry value c. Requirement type: if it is standard delegate it, or if it is customised: handle it directly. 2. A 2x2 matrix on Impact & Urgency help to identify right solution 3. Keep a slot for 1 hour to 1 hr 30 mins for new leads (frequency can be set based on leads generated) 4. Use AI tools to identify potential leads. These are some methods which has helped me in getting good sales and achieving the success.

In my previous role, I managed a small but growing client base while also focusing on bringing in new leads. To balance these priorities effectively, I dedicated specific time slots to client management and prospecting new business. For my existing clients, I ensured consistent communication and provided top-notch service to foster strong relationships. This not only helped retain clients but also created opportunities for them to refer new leads to us. I always emphasized how a positive experience with our services could benefit them and their network, making referrals the easiest form of lead generation. By offering exceptional service, I was able to leverage those referrals as a natural extension of our work.