By Mary Peczeli

Creatives and suits alike agree that winning new work is exhilarating: it opens the doors to a new revenue stream and triggers fresh creative. It lets everyone do what they do best. Clients & Profits keeps track of the details so you can focus on winning new Biz.

Know who to call. When you add a new prospect to Clients & Profits, give them a status of "prospect," "hot lead," or whatever best describes their status. (You can update the client's status at any time.) When scrolling through the client records, you can filter by client status code to focus on one type.

Enter as many individual contacts as you need, each with a unique address, phone, e-mail, and more. Plus, add a few notes in the tickler field, and you've got a database full of relationship-building tips.

Know what happened and why. Make an entry in the call log to jog your memory about what was said in phone calls, meetings, and other communications.

With a master list of subjects, you can analyze the history and develop a strategy to take clients to the next level. For example, if the prospect frequently expresses concern about their competition, you might sell them a competitive analysis, or address that concern in a brochure that capitalizes on the client's unique strengths.

Know when and how. Schedule your follow-up letters, phone calls, and e-mail using the Sales>Maker. Each campaign needs one generic set up and can be scheduled as many times as you need, generating follow-ups on a regular basis.

Schedule everything you want to do to win a new client in the client calendar. Each client has their own calendar, and you can add as many entries as you need for years in advance (hopefully it won't take that long!).

With tools built into Clients & Profits, you'll always be in the know about your leads -- and prospecting will be a breeze!