Saturday Morning Sales

Kevin Latchford


Vacation Back-up Plan - April 4, 2015

It is April 4th and I am on vacation with my family for Easter Break. I woke up this morning before everyone else, sat by the water, and began to check on a few emails and clean up my inbox. Today is actually my third day on vacation, and while I’ve been keeping an eye on email, I wanted to double check to make sure nothing slipped past me. This may sound funny, but a great feeling came over me as I checked on things from the office, while on vacation. You see, my back-ups at the office, well they have everything under control.


It really is a great feeling to be able to enjoy some time away from work, with the family, knowing that your fellow team members at the office have your back. But, here is the point to this week’s post – it doesn’t just happen – you have to have a plan in place before you leave.


As a sales person, you know you are not in a traditional 9-5 job, and your clients and prospects know this too. Before you leave for vacation you should take the following actions and then you will have peace of mind.


First of all, for a period of about 2 weeks ahead of your vacation you should make sure you reference your time away from the office to your clients and prospects every chance you get. You will not sound like a broken record, but rather, sincere that you care that your clients know your whereabouts. Second, make your clients and prospects are aware of the person they can contact while you are gone, and begin to Cc this person on your email correspondence. Then, with a few days remaining before your departure from the office, send emails to your clients and prospects reminding them of your time away, ask if they have any immediate needs for you, and again Cc your back-up. Lastly, make sure your Out of Office message and your voicemail message are detailed and very clear on who to contact in your absence and when you will return.


All of this may seem obvious, but in my experience, sales people always miss a step or two in this process, and then have to handle situations while on vacation. You deserve a break and can enjoy yourself even more knowing your team has your back. Plan carefully and everything will be fine in your absence.

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