Nate Tilley walks through building a sales pipeline in a CRM: define your stages, automate deals into account management, and sequence onboarding steps like kickoff calls and ad drafts. He shows how to track leads from a landing page through booked appointments.
You know, you can customize all these different steps, but it does take as you get in here and you're messing with things, it's going to make more sense. But the general overview, and I know you guys understand this is like you've got your sales stages, that's your sales funnel, that's your pipeline. Each one of these coordinates with a status of a lead. And then once you've closed somebody, you have an automation that puts them in the account management pipeline. So then they can fill out the onboarding form, schedule their kickoff call, you can move them over to pre launch, send them their ad draft. So like this is how I do my process. And, and yeah, like you got the opportunities tab. And to get data into that, you're either getting leads on the prospecting side, so maybe you're using a simple landing page like this one that I showed you guys. You're getting booked appointments here. And then we also have an onboarding funnel for you guys in here too.
