This video will go over a few main features that will help you with your sales process

It takes 7-11 Activities (Emails and Calls Combined) to create a Meeting

Example of a Sales Process: 

STEP 1 TASK - Research the prospects assigned to you and their company

STEP 2 EMAIL (1st Activity) - Send introduction email to Prospect 

STEP 3 CALL (2nd Activity) - Call Prospect to request feedback on marketing and offer help/educational material 

STEP 4 EMAIL (3rd Activity) - Send information or Educational Material that the Prospect requested on the Call 

STEP 5 EMAIL (4th Activity) - Follow up with prospect and ask if they would like a formal consultation 

STEP 6 CALL (5th Activity) - Follow up with prospect via phone and ask if they would like a formal consultation 

STEP 7 EMAIL (6th Activity) - Send calendar invite for in person meeting 

STEP 8 EMAIL (7th Activity) - Send Agenda for Meeting 

STEP 9 TASK - Prepare and gather materials needed for meeting.

STEP 10 FIRST MEETING CREATED

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