Streamline Your Document Workflow with Sales Funnel CRM for Communications & Media

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all right guys so time and time again whenever I hop on a call I see people that are looking just for more and more and more leads when in reality getting leads is quite honestly the easy part about getting plans and about building a business and yeah don't get me wrong maybe it's because we run a lead generation agency and we have a lot of expertise in just building acquisition and Sales Systems for companies that maybe it's just like second nature to us but hey you go to YouTube and you start searching for ways to generate more appointments and get more leads you're going to notice that honestly you can get leads from everywhere from Google Maps from Google from YouTube from Spotify from Instagram from Twitter from LinkedIn pretty much you can get lists from anywhere that you want to once you start getting that use of the equation honestly getting this is the easy part what actually matters is not only how you can get more leads which again of course Mondays are scaling is important to have more lead flow and everything but in reality what matters most is what you do with existing leads that you have and number two how to convert those leads into actual book calls in your calendar and pay clients later on let's go to the computer and let me show you a little tool that I've been using in order to maximize the amount of value I can get from my lead flow and how to actually close more deals using the exact same tool that we use for our company so let's hope to the computer the first thing that I want you guys to understand is that more meetings and more leads is not always the answer as a matter of fact there are two things that can massively help you get more clients right now first one which is the hard one is improving your closing rate and everything that is required so for example you're actually nailing down your actual sales skills having more testimonials and case studies doing two goal closing and sending an asset in between the calls so that the person can be a little bit warmer when you go to the second Call Etc and of course this is honestly hard right the second thing that you might be able to do in order to maximize the amount of value you can extract from the same amount of little is the follow-up gain and the overall pipeline building whether this is done by you or your sales team or by your sdrs Etc right so of course we're going to focus on that second one for the sake of this video before we hop now into the tool I just want you to really ingrain inside of your mind three principles that are going to make you a lot of money the first principle is that improving in Pipeline and CRM management is better than having more leads because look guys somebody can have only 10 leads but if by having the proper follow-up systems the proper pipeline the CRM management the sales skills and everything they can close then say five clients out of 10 leads you will be better off being like that than having a hundred leads and booking just maybe three calls and closing maybe just one of course that's easy to understand right but the only way you can improve this is by actually tracking your lead flow and your lead generation process and having a CRM to know what's happening with every Prospect in your partner number two there will never be enough leads you have holes in your prospecting process so let's hope to the Whiteboard let me show you something so let's say that you have this pipeline over here that is basically what determines the flow or the steps that somebody to take in order to be just a normal Elite that you get into your system into an actual paying customer if this is what a pipeline looks like yeah maybe here you have the initial touch point maybe over here you have the first follow-up maybe over here you have I don't know maybe you send them an asset like a YouTube video or a story maybe here you have a second follow-up here you have the first discovery call on your calendar and let's say that over here you have the actual uh second actual sales School in your calendar and from here boom ultimately if you notice there is a really in-depth process that needs to happen for somebody to basically go from hey I'm a lead all the way to them coming here to give you their money this is easy to understand but the problem with most agencies with most tech companies with more SAS companies is that they have holes in the process so yeah maybe they have a good system to get leads and AKA just do the lead generation aspect and yeah they send them the first email or the first several message or whatever it might be and yeah let's say that I maybe do the first follow-up whoa do the first one but what happens is that after the first follow-up yeah some people might reply so it's easy to continue on Etc but there is always a small amount of people that might fall through the cracks because you literally don't have a system in place in order to know what's happening who's assigned to this specific lead what needs to happen so what ends up happening is that yeah maybe you let's say that on average you get people to come over here and they let's say out of a hundred people you have I don't know let's say 10 of them that end up giving you their money okay they become a client but most of them and trust me once you start applying this system and once you start using this tool you'll notice the amount of money to be making what happens is that honestly uh most people are there are going to fall through the cracks here some people are going to fall to some cracks here some people are going to maybe due to the second follow-up and maybe they booked the first call but they start ghosting you uh over here do you know what happens and basically this is the people that start falling through the cracks and ultimately these people of course it's going to depend from business to business Etc you always like to think that at least twice the amount of people that actually become customers are people that are left outside so let's say that 20 of prospects are just dying in the process of becoming a client and this is something that you could really easily fix by having a well-talked CRM and sales pipeline where you can keep track of who comes in number one and who goes out number two I hope that this explanation was useful so let's hop now to the rest of the document and let's continue watching the video you will find this link over here that is going to send you to the airtable CRM that we created for you you can copy this base and you can just import it into your airtable account this is absolutely for free you'll need to pay for this uh let me just go to my actual account so that you can see of course I will not show you my actual CRM because there is private data and everything but you're going to have this exact thing that I'm showing you so the first thing that I want you to notice is that there are only going to be two tabs and this is purposefully made for one simple brisk the first step is called acquisition Channel and it is because if you're just getting started and you're just starting to know why it's important to use a CRM chances are that you're not making a lot of money yet right so if you're making a lot of money yet what matters is that you to perfect only one client position system and that system might be I don't know you can you can rename this table I don't know it's a gold email or it could be called calling or it could be whatever it could be Instagram DMS Etc what matters is you focus on getting only one client acquisition Channel you're just getting started right because there's you're going to lose more than you will gain in having a lot of different processes systems uh workflows Etc it's better to have one become great at it right basically so the way this works and I actually put up some automations that you guys can use but for every every single person that showed some interest whether that is replying to your message to your email to your phone people that say call me later whatever it might be you want to add them here and there are some data that you need to add for all cases the first one is always company name of course if you run any sort of B2B SAS or company or agency you're going to work primarily with businesses in our case let's say sasquest the lead's name and Rick a kill is the email Enrique sasques.com contact link the website who is assigned for this lead when follow-up must be done and some notes about the Prospect and the status of the prospect let me use just an example so let's say that um I don't know let's say that you're because I don't want to show you any social media platform or anything because I don't want to see who I'm talking with the water it might be but it's just like adding that adding the information over here let's say that you're doing your primary form of um acquisition on Facebook let's say that this guy over here is a lead of mine so I could just send him a message and I don't want to send him a message because I've been talking with him in the past but you get the point as soon as he replied to me I could just grab like Michael engelhorn so it could be like of course this is a bad example because I'm using Facebook and it doesn't make sense but let's say that his business let me see if he has a business name um yeah it seems like he doesn't have a business name but I'll make a fictional one so fiction dot IO uh Michael England he said that he gave me his email and His email is Michael Quest .com the contact the contact link so of course I contact him on Facebook so I might come here and copy paste this link if he has a website that's so on and so forth you get the point now I actually created an automation that makes process super easy for you guys so um and by the way I also added a compound view here so that you can just easily move everyone and I also created a great view here so that you can just have all of the book codes that you have over here so that is just like an easy to build fashion now I made an automation that is going to help you guys do the following as soon as somebody goes positive reply to Old call you are going to notice that person is going to leave this view there are two reasons why the first one is because I made a filter that makes people over here being only the leads that have not book account so if you go now to book calls you can see that I appear here now and number two there is this second tab called hot leads and only people that have booked a call are going to come here the main reason why I like to separate sales pipeline from the actual people that have booked a Call Etc is because over here you are working in the Dominion of sdrs people that do prospecting maybe Setters Etc and over here you're already working with the closers uh these are the people that once somebody books a call they are going to see like the details of the person any notes that are important Etc and you can say that automatically I got the name of the lead notes um you can add the person the SDR or the seller that book this call to see who's responsible maybe if you manage a business and you want to track commissions maybe whatever it might be or if you have a closer you can see who is that person that is going to close this deal etc there are the studies I made the automation so that uh once somebody books a call in the acquisition Channel let's say that it was called email uh somebody puts a cop vehicle email they actually to go immediately to waiting for call status and yeah I mean once you have the call maybe this was not a good fit so you added to lost or maybe they said that yeah it was a good fit and you actually made send them a proposal maybe two weeks later you decided to do a reoffer so you actually close them with the every offer or maybe you close the deal and that's it so that you can keep track of who's a client who's not a client Etc you get the point guys it's mostly having a system for you to know what's happening what you're working on what you're not working on how are the current leads and even more like if you guys wanted to have an average deal size that you use for your company you might add that over here and just add like a number or something so that you can see how much money you have in your pipeline that is revenue that you might have not maybe today but maybe next month or the month afterwards right guys I hope that you found this video this video helpful I honestly believe that this is the type of things that only with time and we're experience are going to start actually understand the value of and guys I promise that if you start applying this you're going to make a whole bunch of money even more than you know what to do with it and yeah guys if you like this type of videos where I give you these assets or that I just do a little bit of demos on how we manage our business uh please let me know because I would be glad to record this more of these videos and that being said guys if you like this video give us a like subscribe to the channel because we're going to be dropping weekly videos like this so that you can start scaling your company and start improving your sales processes and not only that guys if you want to grab this document you can get it with the link in the description do subscribe to our newsletter you'll be getting access to the document the pipeline Etc and not only that if you want to skip that wait line and directly help one help for help from us on booking calls for you getting your lead generation on point and closing helping you close even more deals that you currently are go ahead and apply to work with us directly in our website that'd be inside guys hope that you found this video valuable and see you guys in the next one bye