Creating your sales pipeline

Picture staying on task and on target, while never missing out on an opportunity again as you seamlessly move deals along your automated pipeline. Let’s explore how this dynamic system can elevate your sales strategy to new heights!

Getting ready

Your pipeline automation will be highly customized to your business, based on your unique sales process. So, before you begin, you’ll want to identify a few key elements for your sales process.

Think about all the steps you take a potential client through in your business. From the moment you meet them to the day they post about the work you did on social media, what are the steps of the journey? Here’s an example of a basic sales journey:

1. New lead
2. Qualification
3. Initial contact
4. Proposal
5. Negotiation
6. Closing
7. Follow-up
8. Upsell
9. Referral

This is a good time to grab a whiteboard or a piece of paper and sketch out your client journey. This will...