Streamline your b2b sales automation for procurement with airSlate SignNow

How to create outlook signature

what did do it's your girl Xena with another episode of close one first of all sorry that we've disappeared for quite a while there we've been super heads down focused on building our product as well as building our website as many of you know we are still in stealth mode however we're working very fast to launch our private beta as well as our product to our current clients today and special thank you to those who have worked tirelessly my team night and day the Sun never sets a close one because everyone is constantly trying to figure out how to get close one off the ground so today I want to share two things number one is I want to help you select an expert and to those of you who don't know me my name is Zen I'm the CEO and co-founder at close one I am an enterprise Account Executive expert if you don't believe me google it and so let's just get right to it let me show you how to sell like an expert first of all let's go onto our website it is that close one got AI /home if you go to the close one eh i it is a landing page to collect information about you so feel free and send us information as well so let's get right to the website okay cool so there you have it this is version one we are going to launch our private beta very soon very transparent here we're currently in critical review and so if you see any any typos and whatnot we're happy to take that feedback once you have checked out the website we recommend go ahead and logging in if you are a client and if you're not a client just complete the demo and we will be online so let's go ahead and login and I'm already logged in I'm just gonna go ahead and put in my information in order to automate your pipeline well we recommend on the left hand side of the panel under people go ahead and click on new profile so I have a lot of ordered pipelines here for myself I'm you know one sales person but I do have an output it was 10 salespeople team to get started let us choose a target client profile so let's do it together for me I am or close one so our ideal client profile is working with startups in the technology sector or vertical so I'll just put technology in here startup so startups technology I try not to use jargon complete you know use complete words geography I'd like to target San Francisco New York I'd also like to help out folks in let's go in Texas this time and Seattle north company Seattle so like II hope I kind of want to target smaller companies this time so I'm just gonna skip this because I want to see what our you know our he let me go ahead and put something in there a small company little mid-market let's go ahead and target pandadoc as an example it's not letting me go through I would recommend quad typing in n/a if he can't think of a company we highly recommend that you add a company because it'll help us deliver buyer personas or look-alike personas in this case the next question is industry so I'm going to go ahead and just add my industry again I want to go after technology and software companies and then my head count today we're ready to work with 2 1 to 200 employees sizes and then from there I definitely want to work with CEOs sales senior different directors so I'm just going to go ahead and put that in there see sweets VP of Sales and the function is actually sales so I might want to go back here and really go after sales sales vertical sales department could go after client success and also marking but that's another use case we'll talk about it in a different video next I'm going to choose a seniority level and let's just call it C suite all the way baby alright label I'm gonna call this my tech startups anything else to add Thanks if you have any suppression this that you want us to not go after it's highly recommended that you either upload it here or I'll show you how to do that in a second but once you submit on on you should receive an email that looks like this all right there we go you got a new profile closed one email and this is just to confirm this is your order and we're gonna go ahead and deliver these leads over to you what does that look like once it is delivered after 24 hours we then deliver your tech startup so this is what it would look like once it's delivered and then you would need to qualify the leads that you'd want to work so once I click on it I can either approve all pending or I could just search for specific keywords or I could literally just disqualify leads that I do not want to work for instance Amazon definitely don't want to work because it's it's quite big so I'm just gonna go ahead and disqualify that and I'll put Amazon not ELab not below 200 employee size now you're probably wondering wait a minute you just said 200 employee sizes yes I did this actually was delivered a long time from demo purposes I want to show you how to disqualify leads but this right here is ordered zero minutes ago which means all of the leads coming that will be delivered tomorrow are within this specific requirement and if you have any questions actually let me go into the suppression list because we believe it's it's very important that you suppress the leads that are being delivered and so to do that and this will also make our machine a lot smarter just go into the accounts click on suppression this and then upload your suppression list name it as suppression list a or suppression list whoever the owner is is today so for instance if it belongs to Zen's sales pipeline then just go ahead and send suppression list and then upload that and then we will go ahead and make sure that we are not delivering these leads leads that you're currently working or leads that have already been disqualified and that is it for me today if you have any questions we are happy to answer them my email or you could shoot us an email at hero at close one that AI or feel free to just go on to our website check it out give us some feedback on how we can improve always huge on client feedbacks and also prospect feedbacks we're happy to hear your thoughts on how we can better this platform and again this our beta private beta is launching very very soon we're very excited to take more calls prior to that but you know where to reach me thank you so much and don't forget to subscribe smash that button where we are now above 500 subscribers which is so cool thank you so much Dre our CMO who's been killing our SEO and our marketing plan but that's it for me thanks for your time peace [Music]