- Move Prospected Lead into Leads
- Add to Linkedin with custom message (still to craft message - focus on current business climate)
- Follow up 2 days later with a phone call (still to craft script - focus on their current goal? reduce costs / efficiencies etc - call is to get to know client)
- Send via email a targeted blog post based on information from the call
- Follow up the next day to ask if they have read it and what they thought? would they be interested in a proposal on how we can help them solve this issue. if not, send a similar post 30 days later and follow up the next day and so on
- Send through proposal (currently via pandadoc - hopefully through pipedrive soon)- Move lead to deal!
- Follow through Deal stages until they are ready to sign up
Post
Sales processes Hi guys, using the prospector tool at the moment and looking to create a step by step process and could use some support - what do you guys think of the below?
Hi guys, using the prospector tool at the moment and looking to create a step by step process and could use some support - what do you guys think of the below?
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