Help Me With Install eSign in CRM

airSlate SignNow is a platform that enables businesses to send and eSign documents effortlessly. It integrates seamlessly with various crm e systems, enhancing your workflow by allowing quick access to document management directly within your crm e interface.

airSlate SignNow offers competitive pricing plans tailored to different business needs. These options include monthly and annual subscriptions that are cost-effective, ensuring that any business can utilize its features alongside their crm e system without breaking the bank.

Some of the standout features of airSlate SignNow include document templates, automated workflows, and audit trails. These capabilities enable crm e users to streamline their signing processes while maintaining compliance and tracking every document's status effectively.

Using airSlate SignNow can signNowly boost your business's efficiency by reducing turnaround times for document signing. It complements your crm e functions by ensuring all your documents are eSigned promptly, allowing your team to focus on more important tasks rather than chasing signatures.

Yes, airSlate SignNow offers mobile access through its user-friendly app. This feature is particularly beneficial for crm e users who need to sign or send documents on-the-go, ensuring that they can manage their tasks anytime and anywhere.

Absolutely! airSlate SignNow provides a straightforward transition process from other eSigning platforms. With its user-friendly interface, crm e users can quickly adapt to the new system without extensive training or disruption to their workflow.

airSlate SignNow supports a wide range of integrations with popular crm e platforms. This ensures that users can easily connect their existing tools and enhance their document management processes, making it a valuable addition to any business ecosystem.

Free is actually not always good. Because when you pay, you can insist on quality, service, and 100% reliability.Try HelpCrunch. It’s not free - but budget savvy and fully functional.It works good for startups and SMBs, with special pricing plans starting from $15/mo.Have a look:As you see, the pricing is based on the number of active agents, with no limits to contacts or chats. And you know, one agent can handle several people at the same time. Very comfy for small businesses, which don’t need many agents at the moment.If you’re also interested in email automation, there’re also several pricing plans for “Live Chat+ Email Automation” solutions, starting from $29/mo! Check hereHelpCrunch delivers a super-trendy live-messaging platform, feels like you’re talking on WhatsApp or FB. People love that. It works on on Web, desktop, mobile- everywhere.Have a look at some highlights offered by HelpCrunchCustomization- You can change the chat color, texts, logo, agent avatars, as well as customize the look and feel of the chat widget (icon, tab, button). The interface looks modern and stylish, which attracts customers.Live chat tools - You can exchange files with your customers to illustrate a certain issue. You can show them you’re typing so that they will wait for your answer. Also, you can canned responses to speed-up your answers.Message automation. It’s tiresome to do everything manually. The more you can automate - the more customers you can support at the same time. So you are able to set triggers and send auto messages based on specific criteria.Email features (depending on the pricing plan) Switching between your mailbox and chat will turn into a nightmare at the end of the day.HelpCrunch has several plans offering not only a live chat but manual and automated emails. And what’s best- all communication (both chat and email) with a given customer is forwarded to the same chat window, so you have a continuous flow of your interaction in one place.Integration with your product. Our API allows you to integrate HelpCrunch with your website or app and maximally automate your activities. In this way HelpCrunch and your website will work in perfect sync.Free personal on-boarding assistant - helps you fine-tune HelpCrunch specifically for your business goals and needs. Gives personalized continuous support.Continuous service even in the offline mode- even when you agents are out, our chat continuous working, collecting customers’ details, receiving messages and not leaving any customer unattended.You can test HelpCrunch and see the result yourself, just use a 14-day free trialCheers!

Hi there,Congratulations for your new venture! Considering that you’re just starting off, you’ll need to have a few basics to get your store up and running! Luckily, Shopify offers countless plugins and apps to help you grow your business. They have a special collection of apps dedicated for entrepreneurs who’re just launching their store.To make things easier, I’ve hand-picked a few Shopify plug-ins that will help you grow your business rapidly with minimal effort.Compass: Automated management reports and benchmarks for your businessKeeping in mind that you’re new to the eCommerce game, it will be essential for you to collect industry insights and success metrics to be able to benchmark yourself against competitors. A great reporting app that can help you with this is Compass. This app is specially built to provide small and medium-sized stores with enterprise-level analytics and reporting without the need for an army of analysts.With Compass, you can track up to 30 different ecommerce metrics, all in one dashboard, making it easy for you to create better benchmarks for your business against similar companies. The tool also provides industry insights, key growth opportunities, top revenue channels, and industry best practices.Plug in SEO: Checks your store for problems that affect your performance on Search Engines.When you launch your store, you’ll need be extra mindful about your store’s SEO ranking, since Search can be an integral discovery channel for your business. Ensure that your store is highly optimized so that your customers can find your store.PlugIn SEO is a great and free tool for growing Shopify businesses. Once you install it, the app checks your store, determines the issues with your SEO performance. It tracks all the essential areas of search engine optimization including page titles, headings, meta descriptions, speed, blog post structure, content freshness and much more and provides insights on which areas can be better optimized.KIT CRM: Your virtual employee for $10Once you have your SEO optimized, and see a fair bit of traffic coming in, you’ll need to move your focus to Marketing. Now Marketing doesn’t mean hiring a bunch of people or collaborating with an agency, that would be burning a lot of money. You can start small.There’s this great Marketing Automation Bot called KIT CRM that takes care of digital marketing for your business. With Kit, you can create Facebook ads, emailers, surveys and more using their bot. You just have to tell the bot what you want it to do for you and the bot has you covered. Plus, it’s quite cheap - as little as $10 a month which makes it a great tool for both established and growing businesses.Plobal Apps: Increase sales by creating a beautiful mobile app that your customers will love!Once you start driving traffic and engaging customers, you’ll want to move up a level. That’s when you can start focusing on your mobile first customers. However, building an app doesn’t necessarily involve spending a huge amount of money upfront. You can consider using a mobile app building platform to build your mobile app which is cost-effective and time saving.Plobal Apps is a mobile app builder which allows you to create an app in less than 5 minutes! The plug-in helps you provide your customers an amazing shopping experience and increase conversions by up to 120% more than mobile browsers. It offers various features like:Push Notifications that allow you to engage with your customers and keep them coming back for more.Apple Pay to provide your customers with a frictionless shopping experience and to help you reduce drop-offs at checkout.Native Checkout, so that your customers enjoy a seamless and fully native, rich mobile shopping experience.Social Media Connectors to amplify your brand awareness and engage customers by displaying your Facebook, Instagram, Youtube & twitter feeds Social Media feeds.Powerful Dashboard to help you understand your customers and make better decisionsMore so, their pricing plans are really cheap, starting as low as $29 which makes it a sweet deal!eCommerce Email Marketing by Soundest: Increase customer engagement and sales with Campaign Booster, Cart Recovery and Welcome emails.This is an all-in-one email marketing solution to help you build a strong customer base and drive engagement. You can create powerful pop-ups, interesting welcome emails and beautiful newsletters to increase your subscribers.Hope this helps. :) All the best to your new endeavor!*Full Disclosure - I am the Co-founder of Plobal Apps which is a mobile app development platform for Shopify.

It all depends on your current needs and situation.So instead of recommending a single CRM software, I'd rather share my 4-point criteria in choosing the CRM that suits well with your needs:Ease-of-useEven with excellent features, a CRM will be useless if it is complicated and hard to use. Believe me, your employees won't use it. Look for the one that is easy to use and the one that you can roll out quicker.Remote accessAs a new startup, there will be situations that you must go off-site or mobile. That's the reason why it is important that you pick the CRM that can be accessed remotely. This also ensures that your data is updated all the time.Software integrationMost likely, you are already using another software or a different set of tools. In choosing a CRM, take this into consideration. You want a CRM that can integrate seamlessly with your existing technology.Multichannel customer supportWhen your CRM encounter issues, you can't only rely on your IT team. It is important that you choose a CRM provider that offers multichannel customer support. Today, phone, email, and live chat as customer service channels is a must.To ensure the success of your CRM implementation as a new startup, you would want to promote the use of your CRM every day. You would also want to make it easier for your employees by automating some CRM tasks. And one way to do this is by using a CTI like Tenfold.Tenfold is an intelligent assistant tool that integrates CRMs with phone systems. Tenfold's features are perfect for CRM implementation.Features like automatic call logging that eliminates useless clicks, click-to-dial that converts all phone numbers into clickable hyperlinks, a floating UI (screen pop) that automatically associates a CRM record with a call, and a call analytics dashboard that provides real-time and historical data.With a software like Tenfold, your employees will not only learn to use the CRM quicker, they will also be more efficient and effective in their daily tasks.

Cloud based or SAAS based CRM is always beneficial for you and your organisation as it is all about organising your day to day work along with your customer interactions and stuffs. Why cloud based CRM, it’s simple yes why not it really solves real life problem and streamlines your Sales process, now question is how? It allows you to create different Sales Pipeline and its Stages. Can it manage Notes, Activities, Followups and its Outcomes? Absolutely this is what it is meant for. A CRM is multi dimensional and each CRM has its own significance and expertise. It really depends upon what you need and want. An Advantage of Cloud based CRM is its real time sync with Data on your Mobile applications and its accessibility of data worldwide in real time. A Cloud based CRM has always an edge over Local CRM’s or local Server based CRM, like -A Local Server based CRMFirst and foremost, It has high maintenance costIt Requires Hardware and Networking along with Local SpaceIt Requires Service Engineers round the clock to keep system up and runningRegular Updates are very rare and may rot with timeNo universal real time data sync, slow responseData not secured as it can be easily accessed and hacked, vulnerableCloud Based CRMNo Hardware Requirement / Server / Special NetworkingReal time regular updatesUniversal Access and optimised systemSecured Data BackupsLow CostNo maintenance costFree UpdatesThere are few Good cloud based CRM’s which are worth trying …..hope it gives answer to your query.

A lot of “marketing gurus” have been psignNowing that “blogging is dead.” The truth is that it’s not: blogging has simply morphed and changed into a much broader category. Where and how you start your blog has become very different than what it used to be.Challenges faced in bloggingThe reason why internet marketers say blogging “is dead” is because people are still spending time and energy writing blog posts on their personal website but not getting the organic traffic that they’re used to.  There’s nothing wrong with having a blog on a personal website--I have one. But the problem is that nobody knows how to drive traffic to their site to read their writing in the first place. Nobody is doing the work to master the art of SEO, or Facebook dark posts, or Pinterest, or answering questions on Quora or anything else that can drive to their personal blog or website.Social networking as a blogThink about it: Starting a blog has never been easier with Snapchat, Twitter, Facebook, and Medium.Social media has become a new version of blogging. Take Twitter for example. Twitter was known flatout as a microblogging platform. Now people are using platforms like Facebook, Instagram, and Medium to get them more exposure than a just posting on a personal website does. As a matter of fact, I’m even asking people to write book reviews on Instagram for the #AskGaryvee Book instead of on their personal blog. My advice would be to try putting out native content on the platforms that make most sense for you and your audience. Then, start engaging with those who you think should see it.Driving Traffic to your BlogWhat has happened over the last decade is that the attention graph, the visualization of where people’s attention is right at this very moment and where can you meet them, is shifting. People’s willingness to jump somewhere to consume content is certainly not down, but their willingness to leave the platform they are already engaging on (Facebook, Twitter, Snapchat) is. To get them to click out, you have to be smart. Really smart.Jab,Jab,Jab, Right Hook - Being Smart about itSomething I’m really passionate about (and I’d like to think my book Jab, Jab, Jab, Right Hook helped with this) is that social shouldn’t be used purely for awareness. It’s true that that’s part of what social media is there for, and that’s great, and it’s fun to create “viral content”, but it’s massively naive for companies to ignore social’s DR and sales capabilities. I’m excited to see more and more brands throwing right hooks (which is to say going in for the ask) and treating social media as a way to funnel in viewers, and not just broad awareness platforms. It’s not about putting out as much content out there as you can. It’s about learning what drives your users. Find out what they care about and engage with them.Remember: Just because you jab and jab and jab, doesn’t mean you’re automatically going to drive audience members to your blog. It just allows you to have the audacity to drive them there. Putting out great content and see what resonates with your audience.To Sum it all up, while the term “blogging” has evolved to become more than just having a personal blog or website, don’t feel like you need to abandon traditional blogging. Instead, learn how you can use these social media to drive traffic to your site. Try engaging your audience using social media to really understand what drives your users. Start by putting out great content nuggets on the platforms that make the most sense for you and your audience. Test headlines, test out different syndication platforms. The bottom line is that you can’t just blog and expect people to come to you. The key is that you need to start engaging with those who you think should see it.

There are thousands of WordPress plugins, most of which are posted in the WP plugin repository. However, of those plugins in the repository, many are have very low reviews, haven’t been updated in a very long time, or may crash or cause issues with some websites. So what may look great, may be difficult and very time-consuming to install and then use, may not actually work, may have spyware or malware in them unbeknownst to you, or break websites.Many people find plugins by searching Google, which is even worse, because these are random developers whose work may not have been vetted at all ...

Hi,Utilizing cloud-based CRM services can become a business gamechanger. Here are at least seven business advantages which amplify the above-mentioned “umbrella” benefits.Immediate “Savings” Benefits: With no need for infrastructure, networking and complicated set up instead, pay as you go and eliminate upfront costs. Often, employees can be trained quickly and projects can be deployed and shared over the internet. As a result, your budget is maximized in two major cost centers: IT labor and management.User-Driven Customization: With the infrastructure lacking there’s no need to predetermine customization per user. With less customisation offered by CRM cloud providers, and pre-built flexibility, this activity is handed to the end-user who can add logos, personal messages, and adapt the user experience where they see fit.24/7/365 Accessibility: When data stored is stored in the cloud, sales and marketing teams can access it directly any time they want, from anywhere. This can add a real edge to virtual workforces and multinational teams; providing easy access that scales as your business grows.Increased Productivity: Utilizing a single cloud-based CRM application means you can literally enable employees to work without being tied and tethered to an office desk, desktop, or office servers. Instead, employees can contact customers and prospects on-the-go and mine for real-time data. By delivering more actionable and frequent customer insights, employees can increase productivity across the board.Sync with Mobile and BYOD Trends: The cloud supports any business that wishes to move into the realm of data mobility and harness a mobile device management strategy. Employees are now able to conduct business faster and more intelligently when armed with smart devices out in the field. Most importantly, they can access customer contacts through a mobile CRM app and respond with agility.Actionable Customer Information: Your sales and marketing teams no longer need to wait for records and access systems based around onsite servers. Cloud-based CRM gives you the ability to get faster, quicker, more precise and frequent information on where the customer is in the purchase lifecycle.Structured Data and Automated Sales Force Cloud-based CRM services can structure customer data to indicate what a customer is doing, what they like, and when they are likely to buy. This information shares better insights and through this knowledge your team can act with necessary tactics and speed.Hope it help!

Thanks for A2As!To be honest, our CEO’s answer in this thread summed up LiveChat’s advantages perfectly. Additionally, Jacob rightly underlined here that LiveChat is recognized as the best live chat software by customers around the world.What they didn’t explain is WHY is LiveChat considered the best live chat software provider, though. Therefore, let me focus on this aspect here.If you assume that ranking LiveChat at #1 is directly related to features we equipped our software with, you are only partially right. Just scroll through this thread and you’ll notice that among over 100 of answers you can find here, most contain generic information about similar set of features!Let me be even more straightforward here: It’s quite likely LiveChat doesn’t have some functionalities that other live chat software providers may lure you with.You want to know why, don’t you?It’s because we don’t want to lure you with anything you actually don’t need to make your live chat experience . We have been developing our software for overt 14 years to provide your online operations with the real value added, instead of clogging it with gimmicky features that are irrelevant for you to manage your business in the right way.We’re not passive with our product development, though. It’s quite the opposite, actually. Our developers test various solutions incessantly. In fact, many of them could be attached to LiveChat straight away. But we abstain from implementing them unless we're sure they’ll truly enhance our software’s user experience. Ultimately, we are more than sure that your business is not the area you’d like us to experiment on.So what makes LiveChat the best?We acknowledged 4 major assumptions of LiveChat development we strive to pursue, that distinguished us on the market and brought us where we are now:Keep things clear and simple.Provide the best all-around product.Be always available for our customers.Become a partner of customers’ businesses.KEEP THINGS CLEAR & SIMPLEThis term refers to everything we do at LiveChat, including:Product features. We understand that LiveChat has to support your online operations, instead of making them more and more complicated. That’s why all the functionalities LiveChat is equipped with has been designed for you to understand the way they work with a blink of an eye.Software Installation. It can be finished within 5 minutes, few clicks and basic copy/paste skills.Pricing plans. Pricing plans are as clear as they only can. We don't lure you with free accounts which are never entirely free in fact (so-called freemium - you know all too well how sneaky and annoying can it be) and don’t implement in-app micropayments quietly either. Once you chose a payment plan that suits your needs the most, you can be sure not to be charged additionally for anything.No gimmicky solutions. I guess it was mentioned already. ;)THE BEST ALL-AROUND PRODUCT.We continuously work to enhance LiveChat’s experience. It’s not just one of many products we put our attention on. We intentionally decided to focus only on the development of LiveChat, avoiding the threat of being distracted by some side projects.And hey, it works!Our software is highly acclaimed by its users and professionals reviewers for variety of things:For being extremely POLISHED. Just take a look at LiveChat’s applications. You won’t find a better software in terms of simplicity and user-friendliness. LiveChat has been designed to efficiently support our customers, instead of overwhelming them witFor its RELIABILITY. You don’t have to worry for it to crash every now and then. LiveChat brings not only the efficiency to customer service you want to provide but also the stability. You can even track the status of all of our systems’ operations yourself and ask our support guys for help whenever you feel something works wrong. They’ll support you with your case straight away.For being FREE of bugs. LiveChat won’t slow down other software you use. In fact, it works perfectly with 50+ of 3rd party apps (CRM, CMS, e-commerce, social media & online marketing solutions). LiveChat is also optimized to operate smoothly on all major platforms and has dedicated desktop and mobile apps, so that you can provide your website visitors with support whenever you are and whatever you do.WE ARE ALWAYS AVAILABLE FOR OUR CUSTOMERSBeing there for you means the world to us! We set our business on two major pillars:development of a great productprovision of a top-notch customer service.We built our support team from the ground up, testing various communication channels and 3rd parties’ tools to make our software users satisfied with the quality of support we provide. Ultimately, our customers fell in love with chatting with us (using our own tool!) and the role of phone and email support diminished. Actually, we even took our phone/email contact data off our website.Still, we felt it wasn’t enoughTo enhance our customer support even more, we decided to implement two major adjustments:We expanded our Support Team to operate 24/7/365. This means we are available to answer customers' needs anytime they need us, all year long! Feel free to check this out anytime. :)We built a comprehensive knowledge base to foster the development of LiveChat users’ community and give our customers an insight about how to boost the efficiency of their online activities with our product.We are especially proud of our Customer Support Team. These guys are simply awesome!Our customers love them for their passion, positive attitude, in-depth knowledge and amazing dedication to their work. You can count on them to answer your queries straight away and solve your issues promptly. Just take a look at opinions about them, our customers share with us:WE ARE PARTNERS OF YOUR BUSINESSES.LiveChat is much more than just a software supporting your business. We are known for responding to our customers’ needs on many levels - far beyond the regular customer service.In need of examples? These are our recent activities:We created an ebook with valuable tips (not only related to LiveChat) helpful in supercharging customers’ online activities and boosting their sales: “A Complete Guide to Online Sales”We prepared an “Ecommerce During the Holiday Shopping Season” report. Our customers from e-commerce and retail industries can look into a valuable business insight gathered from over 1,400 companies and prepare themselves for upcoming Black Friday and Cyber Monday.We arranged a LiveChat Experts Marketplace for our customers who notify all the advantages that chatting with customers give (enhanced customer satisfaction, a noticeable growth of retention and higher conversion) but are reluctant to expand their customer service teams. LiveChat Experts Marketplace is a place connecting companies using our live chat software with companies that can help them with the expansion of their businesses in following areas:Implementation of software,Customer service and lead generation outsourcing,Chatting quality assurance,Agents' training and consulting.We created a unique Support Hiring Guide along with a set of Ebooks fostering the efficient way of using LiveChat. This way, we answered hundreds of our customers' requests to support them with the creation of Customer Support Team similarly amazing to ours.We developed a Typing Speed Test our customers verify their work candidates’ skills with.We introduced a Business Sidekick podcast, dedicated to all entrepreneurs and marketers cooperating with LiveChat who want to grow their online businesses and learn about eCommerce.We continue to equip our customers with valuable business insights: Customer Service Reports, webinars, benchmarking tools and other intelligence unavailable anywhere else.We have just released a brand new Customer Service Report 2017 (as of January 9th). It is based on the data gathered from over 13,500 companies representing 22 different industries. Customer Service Report 2017 is an in-depth analysis of over 240 million chats and support tickets from the past 2 years. All to give you an invaluable knowledge about the latest customer service trends and benchmarks. In addition to that, expert advice is included from influencers such as Shep Hyken Jeff Toister, Kate Leggett and Jonny Everett The report has just been released so you are given the very fresh insight into the specificity of customer service from across the industries!Due to all the aforementioned reasons, we’ve never even compared LiveChat to other products available on the market. Instead, we found our own unique way of doing business and customers cooperating with us appreciate our approach.Our ultimate goal did not change over the years either and is far from delivering glamorous yet useless solutions. We are all about providing a unique product and supporting its efficient use. All to foster your business’ growth with us.You can give LiveChat a try by submitting for a free, 30-day trial.No credit card info is required, of course. In the end, we do want to keep things clear and simple, don’t we? ;)

Every step ??? Okay - Here is every small step in the chronological order Hope it helps - The Sure Steps - 1. Figure out what change you want to make in the world. Nothing else matters and you should not even be beginning a company until you know the change you are passionate about making, personally and professionally. 2. Begin researching the industry and your competitors. 3. Determine how to create your product. 4. Talk to potential customers and users for feedback. 5. Come up with a name for your company and product. 6. Build your pitch deck. This is particularly important if you need to raise funding. 7. Create pro forma financial projections. These should show the next 3-5 years, and include a pro forma income statement and a pro forma cash flow statement and balance sheet. 8. Determine how much capital is necessary to get to cash flow positive by calculating your cash flow breakeven point. 9. Get feedback on the pitch deck from your mentors, advisors, friends, and family. 10. Find a cofounder, if needed, whose skills complement your own and can help you achieve more. 11. Select a quality corporate law firm in your area when you are ready to incorporate and get some legal advice. 12. Incorporate and obtain an Employer Identification Number from the IRS 13. Open your company bank account. 14. Talk to your attorney about whether you should make an 83b election. These are often important in signNowly reducing your taxes in a very legal way by paying your taxes upfront when you start a company. 15. Build a basic product prototype or Minimum Viable Product(MVP), a term coined by Eric Ries which has become very common in startup circles over the past couple of years. 16. Create employee agreements for everyone 17. Create confidentiality agreements for everyone, both employees and contractors, from the beginning. 18. Hold your initial Board of Directors meeting, which could just be with yourself or maybe two board members that you appoint. 19. Create your Restricted Stock Unit (RSU) plan and/or your stock options plan that enable you to provide equity ownership and incentives to your employees to gain ownership in the company over time. Often you want to vest those options over a period of four to five years. 20. Issue your stock certificates to yourself and to your initial founding team. 21. Fund your bank account with the initial capital contribution either coming from yourself, friends or family, or peer-to-peer lending organizations like Fundable or Kickstarter. 22. Determine whether you need outside capital to start. 23. Raise any initial capital you need. 24. Get a company debit card and credit card and apply for a corporate credit line if you need to. 25. Set up your accounting software and begin putting in your chart of accounts. 26. Select your payroll provider so you can actually pay your employees. 27. Consider trademarking the names of your company and product. This is something to discuss with your lawyer. 28. Design your logo. 29. Create some business cards. 30. Find office space to work out of (if you need to.) 31. Furnish your office. 32. Purchase any software or hardware you need. 33. Get Internet access set up, which is obviously critical in a tech company. 34. Obtain a Universal Product Code (UPC) if your product is going to be sold in stores. 35. Design any labeling and packaging if needed. 36. Finish your initial alpha/prototype product and bring it to market regardless of whether it’s a tangible product or an intangible software good. 37. Get initial user and customer feedback. 38. Order your initial inventory, if needed. 39. Register your domain name 40. Design your company website. 41. Install a tracking tool like Google Analytics on your website 42. Add a shopping cart if you choose to pursue e-commerce. 43. Get a merchant account if you want to accept credit cards. 44. Sign up for an email list tool like iContact or MailChimp. 45. Optimize your website for the search engines by adding content or adding a blog and getting other websites to link to you. 46. Install a Customer Relations Management (CRM) system—a tool that can track your customer base and the interactions you have with your customers and users. 47. Hire your initial staff to be able to begin your operations. 48. Create your company values and mission statement 49. Announce your product launch to the local media. 50. Hold your launch event and start selling. Those are the first 50 steps to being ready to sell your product. The next 50 steps are all about once you start selling, how you can build your business to your first million dollars in sales. 51. Hire a team to fulfill your orders and provide customer service. 52. Start an affiliate program or distributor program, which enables you to get other people to sell your product for you for a percentage of the sale. 53. Recruit affiliates and distributors. 54. Set up an ad tracking system so you can track your advertising and the results, conversion rates, and cost per lead. 55. Try different online advertising techniques like cost-per-click advertising with a small test budget. 56. Get some results for that advertising. 57. Optimize and scale it as needed. 58. Determine the cost of acquisition per lead for each channel. 59. Determine the conversion rate for each channel. Then you can combine those to determine the customer acquisition cost by channel. 60. Calculate the lifetime value (LTV) of a customer. Once you know that, you’ll know how much you can spend to acquire a new customer, which is critical to being able to scale your business’s marketing scientifically. If you can combine great storytelling with scientific marketing and trackable channels, you can rapidly grow your sales. 61. Test your marketing and advertising with a bigger budget now that you know your LTV. 62. Test social advertising and display ads, and calculate the return on investment. 63. Scale your advertising up until the marginal cost of customer acquisition is equal to the marginal return from that customer acquired. 64. Optimize your advertising to bring down your customer acquisition cost. 65. Collect testimonials and use cases from those customers and perhaps even build a few PDF case studies. 66. Create social word of mouth for your product, using a tool like HootSuite to manage what’s being said in the media about you, your product, and your brand. 67. Create a YouTube video promoting your product. 68. Attend an industry trade show or conference. 69. Consider selling your product in bulk at wholesale to get more sales and initial brand awareness. 70. Bring on a bookkeeper to automate your accounting system so you can stop doing it yourself now that you may have started to have some real revenues. 71. Create an employee directory, once you get beyond a handful of employees. 72. Begin reviewing your profit and loss (or your income statement) and your balance sheet monthly. 73. Compare your initial forecast with actual results. Take the budget that you created before you began and compare that initial pro forma forecast with your actual profit and loss results. Compare the deltas and talk about them as you create your next iteration of your budget. Eventually you’ll begin creating budgets annually and locking in those budgets and calling those the plan, and then comparing actual results on a monthly basis against your annual board-approved plan. 74. Hire your first salesperson. 75. Create a sales compensation plan that enables you to pay someone either on a percentage of sales basis or based on the units they deliver by converting customers or up-selling customers. 76. Set up a company healthcare program and other benefits for your employees. 77. Establish your vacation policy. 78. Test offline advertising carefully. You’ll want to put some toes in the water around offline advertising like direct mail or maybe local radio, and begin to test and get results and determine if it works for you. It takes a lot of testing to make your offline advertising scale. 79. Create an online wiki or intranet for your company where you can keep track of your processes. 80. Create a digital company handbook that can be edited and improved by your employees, like a Wikipedia article. 81. Open up a credit line with your bank. The best time to go after funding is when you don’t need it. If things are going well, go ahead and open that credit line. 82. Create an offsite work policy. Some of your employees may want to work remotely. Generally, as long as they’re getting their work done and are able to show up to the meetings you do have, which should be pretty minimal initially, you should be able to enable them to work offsite a couple days a week. 83. Once you can show that $1 in means $4 in revenue, raise capital.Until then, bootstrap as much as you can. Only raise your initial round of capital once you have a mathematical model for scalability, then go out and raise a true series A round of funding if you choose. 84. Create a list of firms from which to raise initial growth funding. 85. Update your pitch deck with the new data, new mentors, and new team members. 86. Build relationships with industry bloggers and different people in the media. 87. Seek product reviews. 88. Hire an Executive Assistant (EA) or an office manager to manage your schedule and the business’s day-to-day tasks. 89. Hold your first company retreat. 90. Take customer feedback and improve your product. You will want to create a product management process to incorporate customer feedback on an ongoing basis. Use this process to take your initial alpha, turn it into a beta, and then turn it into a general release, incrementally improving as you go. 91. Get connected to investors through people you know. 92. Have initial get-to-know-you meetings for investor feedbackabout six to nine months before you’re ready to raise capital. 93. Under-promise and over-deliver on your financial and milestone results for the next 90 days. 94. Determine how much capital to raise. A good rule of thumb is to raise at least twice as much as you’re going to need for the next one year of operations. 95. Return to the firms you like for partner presentations. 96. Do 20 partner presentations in 1-2 weeks. You need to have a disciplined, tight process for this. 97. Get at least two term sheets. 98. Negotiate and sign a term sheet. 99. Complete all the diligence requests that come to you 100. Close on your investment capital. Make sure the wire hits your bank account. Now it’s time to grow and scale a real company. The hard work now begins