A pipeline your team will actually use
CRM and follow-up automation for small business
A practical course for sales and operations teams that need a pipeline people will actually use and follow-up that never lets a lead go cold. You build the stages, the automations and the reporting step by step.
Curriculum in development. Join the waitlist to shape it and get first access.
Who this is for
Sales and operations teams that need a usable pipeline and consistent, non-spammy follow-up.
What you need
- A CRM, or willingness to set one up
- A defined sales process, even a rough one
- Lead sources you can connect, such as forms, ads or calls
Curriculum
What the course covers
- 01
Pipeline stages that get used
Designing stages and fields around how your team actually sells, so the CRM reflects reality instead of fighting it.
- 02
Instant response and missed-call text-back
How missed-call text-back works and why fast first response wins more of the work.
- 03
Lead nurture without spam
Building a sequence that stays useful and human, and knowing when to stop.
- 04
Attribution basics
Connecting leads to their source and to revenue, so you can scale what works.
- 05
Adoption and reporting
Getting the team to use the system and reporting on the numbers that matter.
What you will be able to do
- Design pipeline stages your team will keep updated
- Set up missed-call text-back so no enquiry is dropped
- Build a lead-nurture sequence that helps rather than spams
- Connect lead sources so every lead is attributed
- Report on the path from lead to revenue
Interested in this course?
Use the contact form to join the waitlist, ask a question or discuss the related CRM and marketing automation.