Spring is in the air and it’s the perfect time to do a little cleaning, and not just around your house – try spring cleaning sales!
Spring cleaning sales is all about evaluating what’s working and what’s not, and refreshing your goals and strategies so you can set yourself up for continued success in the months ahead. Much like clearing out your garage or organizing your closet, taking time to clean out your pipeline, revisit your outreach strategies and re-energize your mindset can work wonders for your sales performance.
It’s time to grab that metaphorical broom and start spring cleaning your sales! Here are ten tips to get you started.
1. Declutter Your Pipeline
The first step in spring cleaning sales is to tackle your sales pipeline. Remove any deals that are not going anywhere, don’t have a defined next step or are missing key information to close the opportunity. It’s time to be honest: which opportunities are truly viable and which are just taking up space?
Go through each deal and ask yourself:
- When was the last meaningful contact with this prospect?
- Have they stopped responding to my outreach and gone dark?
- Is there still a clear need and interest on their end?
If the answer is no, move them out. Not every lead is meant to close and a cluttered pipeline can create a false sense of security. Instead of wasting time on dead ends, focus your energy on qualified opportunities that are more likely to convert.
2. Polish Up Your Prospecting List
Over time, contact information becomes outdated, people change roles and some businesses close entirely. Spring is the ideal time to refresh your list and make sure you’re targeting the right people.
Start by:
- Removing bounced emails and inactive contacts
- Adding new leads from recent networking events or referrals
- Revisiting older prospects who may now be ready to have a conversation
Spring cleaning sales means working smarter, not harder. An up-to-date prospect list leads to more effective outreach and better results.
3. Refresh Your Messaging
When was the last time you updated your email templates or sales scripts? If you’re using the same outreach from a year ago, it could be time for a refresh.
As part of your spring cleaning sales plan, make sure your messaging is relevant, compelling and tailored to today’s prospect. Consider:
- Making references to other clients
- Using strong benefit statements, which provide examples of how you’ve helped other clients
- Creating, or revamping, your multi-touch prospecting plan
Small changes in tone or structure can lead to major improvements in your open and response rates.
4. Organize Your CRM
A cluttered CRM is more than just a nuisance. It can be a roadblock to closing deals. As part of your spring cleaning sales strategy, take time to clean up your CRM system.
Tasks to tackle might include:
- Merging duplicate contacts and updating outdated information
- Creating new tags or categories to improve segmentation
- Setting follow-up reminders so nothing slips through the cracks
A clean CRM helps you stay organized, prioritize effectively and keep a close eye on your pipeline.
5. Audit Your Sales Activities
Are you spending your time on the right activities? One of the most impactful parts of spring cleaning sales is performing an honest audit of your daily habits.
Ask yourself:
- How much time am I spending on prospecting?
- Am I following up consistently?
- What non-revenue-generating tasks are eating up my day?
Keep in mind that “Three Plus Three Equals ‘Six’-cess.” Ultimately, sales success comes down to just three types of sales activities and three types of key results. If you’ve lost focus on these key activities, it’s time to reset your priorities.
6. Refresh Your Goals and KPIs
Your sales goals and KPIs shouldn’t be static. Spring cleaning sales means taking time to revisit and adjust them based on what you’ve learned so far this year.
Some questions to ask yourself might include:
- Are my goals still realistic?
- Are my KPIs aligned with current trends and conversion rates?
- Do my metrics motivate the right behaviors?
Use this time to reset expectations, refine your approach and ensure you’re measuring what really matters.
7. Re-energize Your Sales Mindset
Let’s face it—even top performers get stuck in a rut. If your energy is low or your results are lagging, it might be time for a mindset refresh.
Spring cleaning sales isn’t just about tools and tasks—it’s also about recharging your internal drive. Try:
- Reflecting on recent wins and progress
- Listening to a new sales podcast or reading an inspiring blog
- Revisiting your “why” to reignite your passion
As we always say, half of sales success comes down to attitude and motivation. A fresh outlook can bring fresh results.
8. Recommit to Consistent Follow-Up
Follow-up is where deals are made or missed. However, it’s one of the easiest steps to let slide. During your spring cleaning sales efforts, go through your inbox, CRM and notes to identify prospects who may not have heard from you in a while.
Create a system that supports consistent follow-up by:
- Always setting the next step at the current step
- Using templates to speed up your process
- Sharing relevant content or insights at each touchpoint
Remember, reconnecting at just the right time can be the spark that moves the deal forward.
9. Spruce Up Your Personal Brand on LinkedIn
In today’s world, your LinkedIn profile is often the first impression you make. One overlooked area of spring cleaning sales is giving your personal brand the attention it deserves.
Steps to take might be:
- Updating your headline and summary to reflect your value proposition
- Adding recent wins, accomplishments or certifications
- Asking clients and centers of influence for LinkedIn recommendations
A strong LinkedIn presence builds credibility and keeps you top of mind with both prospects and referral sources. It also allows them to get a good sense of who you are and the work you do.
10. Bring in Fresh Air with Training or Coaching
Sometimes, the best way to get unstuck is to bring in a fresh perspective. Whether it’s enrolling in a sales course, participating in a workshop or working with a coach one on one, investing in professional development is a powerful move.
Interested in learning how BDU can help with this action item? Just reach out! We offer a variety of customizable training and coaching solutions to meet you where you are, and we can help you sharpen your skills and boost performance.
Final Thoughts: Let Spring Cleaning Sales Set the Tone for the Rest of the Year
Spring isn’t just about flowers and fresh air. It’s about creating space for growth and renewal, and spring cleaning sales is your chance to reset, refocus and reinvigorate your approach to selling.
Don’t worry – you don’t have to tackle all ten strategies at once! Start with one or two areas that resonate most and build momentum from there. Sometimes the smallest changes can make the biggest impact!
BDU Can Help!
Want some assistance cleaning up your sales process this spring and setting yourself up for long-term success? Drop your contact information below and we’ll set up a time to talk! We’re here to support you with proven methods and personalized strategies that gets results.
