Nate Tilley walks through a sales pipeline system that consolidates leads, lets you drag prospects between stages, and automates the moves. Set up separate pipelines for clients with weekly check-ins, then pull custom reports on calls, contacts, and closed deals.
So once you get it built out, it's a really, really cool system. Like this is one guys that we've got built out here. And all of his leads that we get from any source, they come into the leads bucket. It's a drag and drop system. You can customize the pipelines to fit your sales cycle. And then it's just like, all right, you got the lead in, you call the guy. Okay, do we schedule a sales call? He should pop over here automatically once he books, you know, if he showed or not rescheduled. You know, I run mine a little different than how these guys do, but you know, they just run it over drag and drop for the, the closed. Once your team gets the hang of this, it's. I mean, you can manage. And you can have different pipelines too. So you could have a pipeline for clients where you do your customer service and have automation set up for your clients too. Weekly check in calls, you know, different things like that too. And if you're running ads for people or doing anything like, you know, on the agency level, or if you just want to see your own overview, they have this reporting dashboard and you can create these custom reports that feed every, all the data back, outgoing calls by agents. You can see all the people, the calls they're making, total contacts, all the leads that they've closed, and you can just change the date anytime you.
