Nate Tilley explains flexible sales-system options: various ways to sequence client calls (intro/discovery, strategy as close, one-call close) and pipeline moves (e.g., moving prospects from strategy to 'proposal sent' or 'information requested'). He contrasts lead acquisition methods—lead forms (fast, lower quality) versus landing pages (better pixel data and longevity)—and emphasizes adapting processes to client responses (follow-ups, calendar scheduling).
Chapters
So in this System there's like 500 ways you can do everything and it doesn't mean that any one of them is right or wrong. So there's a couple different ways you could get there. One way that you could do is you could have the intro call be the, the first call that you do that's like a discovery. And then the strategy meeting could be like the closing call. Yeah. Another way to do it is you could do just the strategy meeting and frame it like a one call close and you could do phone calls to discover and then lock down the strategy meeting where you send them a zoom link and then you can have another calendar for follow up meeting. But a lot of times what I like to do is I'll move them from strategy. So it's kind of hard to see in this one because it doesn't have the data. Let me just pop mine open. But I'll move them from strategy to proposal sent or information requested. Right. The guy's like, well just send me an email about it and I'll review it this week and then we'll touch base next week. Right. So for those guys, like I would just move them over here to this pitched agreement sent. And then what that does is like the fast way to get leads is to do the lead forms, of course, but then the quality of leads is questionable a lot of times. So it's really nice for your pixel data and your overall longevity to have a nice landing page.
