Are you getting the most from your sales process?
Responding to a new enquiry is only the first step. But for many firms, once that initial email has been sent, there is little structure in place to manage what happens next.
Leads can be followed up inconsistently, communication can stop after the first contact, and opportunities can easily get forgotten or fall through the cracks.
In this webinar, we’ll look at the tools and features available within Survey Booker to help you create a more structured, consistent and efficient sales process.
Whether you’re starting with the basics or already have a process in place, we’ll explore how you can use templates, follow-ups, automations and pipeline views to help your team stay organised and make sure every lead gets the attention it deserves.
In this webinar, we’ll cover:
- Feeding leads into your sales process
- Initial contact options and improving your first response
- Following up with leads and customers
- Using tasks and automations to create a consistent process
- Admin and sales best practice
- Using pipeline and table views to prioritise and manage opportunities
- Sales tools that can provide greater structure, visibility and consistency
Many firms respond to a lead, send a standard template and hope that the initial contact results in a booking. If it doesn’t, that lead may never be followed up again.
This webinar will show you how a few simple processes and tools can help you build a more structured approach to managing leads – from the moment an enquiry comes in through to booking the job.
Key times:
Intro: 00:00
Adding leads: 04:20
Initial contact: 09:10
- Welcome emails
- Manual emails
- Notes
- and more
Create a sales pipeline: 30:37
- Postcode filters
- Table views
- Internal workflows
Follow up: 43:10
- External workflows
- Lead nurture
Reporting: