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:
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?
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We look at how to set up a website form that visitors will love filling in...seriously, forms can be fun & professional!
We go into more depth with customizing your webform to suit your business needs.
We show you the easy way and the slightly more techy way to get your form to your clients.
Yes, you can try the software for free for up to 90 days and this lecture looks at getting started with Pipedrive.
When you're on the road and you want to enter a lead between meetings, this is the section you'll need to watch.
This lecture is where your sales reporting errors drop dramatically and your typing fingers breath a sigh of slight relief.
This lecture looks at integrating your sales pipeline to collect more data.
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.
We look at securely sending your webform data automatically to Google Docs, Zendesk, Slack, Trello, Freshbooks, Gmail, Infusionsoft & Evernote
We look at a case study of a financial planning client moving through a sample pipeline.
We look at a case study of a maths tutoring student moving through a sample pipeline.
An encouragement as you make changes to your sales pipeline.
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!
Rich Peterson is the founder of Generous Work, where he helps people create meaningful, profitable and highly useful businesses through innovation & design.
He is passionate about entrepreneurship, innovation, marketplaces, collaborative consumption, design that works and, of course, his family. When he's not consulting, teaching, selling over $1.8 million dollars of books or lending money to people in third-world countries (through Kiva), you'll find him reading, playing beach volleyball or mastering the art of surfing backwards.