Your sales process should be a well-oiled machine.

Your sales process should be a well-oiled machine.

Here’s how we set it up:
✅ Sales stages = Your sales funnel
✅ Every stage corresponds to a lead status, tracking where they are in the pipeline
✅ Once a lead is closed, they automatically move to the account management pipeline

Fill out the onboarding form

Schedule their kickoff call

Move to pre-launch and get their ad draft

This is a simple, yet powerful process to keep everything organized and automated.

Want to streamline your sales process and automate lead management?
DM me “WORKFLOW” and I’ll show you how to build this system.

#SalesAutomation #LeadManagement #BusinessGrowth #CRM #PipelineManagement #SalesProcess #Entrepreneur #MarketingStrategy #CEO #Winning

Видео Your sales process should be a well-oiled machine. канала Shift Social - Online Ads, Automation, & Marketing