Build A Sales Tracking Pipeline
3.7 (42 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,474 students enrolled

Build A Sales Tracking Pipeline

Learn how to create a robust, simple-to-use system that tracks clients from leads through to sales + free bonuses!!
3.7 (42 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,474 students enrolled
Created by Rich Peterson
Last updated 7/2018
English [Auto]
Current price: $16.99 Original price: $24.99 Discount: 32% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 1 hour on-demand video
  • 2 articles
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • SAVE HOURS of time by ensuring follow-up is as automated as possible
  • SAVE MONEY with software discount coupons for months of free use!
  • Create a system to manage sales leads
  • Sort and manage incoming sales leads (using beautiful, well-designed apps)
  • Organise leads that come from your website, via email or over the phone
  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.
  • We will be using three software programs. Two have free options and the third has a generous free trial (by using our provided coupon codes)

Are you losing sales because you're not "good" at follow-up?

Does your current sales pipeline software take a Masters Degree to use?

Do you wish that your website, email and sales management system would speak to each other?

You may have looked around at highly-priced options that involve training, IT department approval or complex set-ups.

There must be an easier way?


If you are looking for a sales pipeline system that is simple to use (and want to forgo the 10x cost and 10x time commitment of complicated solutions!) then you've found the right course to take you from setting up to settling in.

This course will lead you step-by-step through the process of:

  • Building a website form that clients will want to fill in
  • Connecting your form to your website
  • Handling leads from your website, via email and over the phone
  • Providing reporting for yourself, your manager or your investors

Even though this is a simple course, it provides the most comprehensive look at how you can set up your sales pipeline in a few short hours. I welcome your feedback and look forward to helping you get your sales pipeline set up for success (aka no more sales falling through the cracks)!


Have I missed a topic you would like covered?

Have a question relating to the course?

Message me here on Udemy!

Please don't forget to leave me a comment and a rating, every little bit of love helps :)

Who this course is for:
  • Sales professionals
  • Small business owners
  • Entrepreneurs
  • Sales Managers
  • Office Managers
  • Office Administrators
Course content
Expand all 18 lectures 01:00:09
+ The WHY
4 lectures 04:50

A brief overview on the problems this course will look to solve.

Preview 01:15
What You'll Need

Why you should build a more focused sales pipeline

Preview 00:53
+ Setting Up - The Essentials
6 lectures 33:00

We look at how to set up a website form that visitors will love filling in...seriously, forms can be fun & professional!

Preview 10:06

We go into more depth with customizing your webform to suit your business needs.

Finetuning and testing your webform

We show you the easy way and the slightly more techy way to get your form to your clients.

Integrating your form into your website + an easy alternative

Yes, you can try the software for free for up to 90 days and this lecture looks at getting started with Pipedrive.

Setting up Pipedrive (using a coupon to save $$$)

When you're on the road and you want to enter a lead between meetings, this is the section you'll need to watch.

How to manually enter a lead in less than a minute

This lecture is where your sales reporting errors drop dramatically and your typing fingers breath a sigh of slight relief.

Connecting your form and Pipedrive
+ Setting Up - The Advanced
3 lectures 13:09

This lecture looks at integrating your sales pipeline to collect more data.

Advanced - Better Lead Integration

We all need an email marketing solution for our business and this lecture looks at how to have website leads become subscribers in the same process as becoming part of your sales pipeline.

Advanced - Mailchimp integration

We look at securely sending your webform data automatically to Google Docs, Zendesk, Slack, Trello, Freshbooks, Gmail, Infusionsoft & Evernote

Other integrations
+ Case Studies
2 lectures 06:11

We look at a case study of a financial planning client moving through a sample pipeline.

Case Study #1 - The Financial Adviser

We look at a case study of a maths tutoring student moving through a sample pipeline.

Case Study #2 - The Tutor
+ What Next?
2 lectures 02:42

An encouragement as you make changes to your sales pipeline.

Using the system

Thank you so much for checking out my course! I appreciate it. No, really.

Feel free to click on my profile to see more of my courses and remember - positive feedback always receives a virtual high-five!

Thank You!