Start your journey to automating your sales process

Free template inside  ‌ ‌ ‌ [Close]( Hello {NAME}, [Converting a prospect into a customer in your sales process]( can sometimes feel like hitting a moving target. On a windy day. With a blindfold on. It can be a challenge, to say the least.  Imagine this - you start your day in one inbox filled with leads ready to talk to.  In less than a few clicks, you’ve sent those leads down the [next steps of your sales process]( - scheduling meetings, sending follow-up emails, or making calls.  In minutes, you feel prepared for your meetings with quality notes, scripts, and templates for each contact in one place.  Sounds like a dream, right?  That’s what a well-defined sales process is for - repeatable steps that you or your sales team will take to convert a lead into a customer.  [Get a FREE Sales Process Template >Â](  Once you have that nailed down, you have a framework to start automating your CRM.  How do you develop or refine your sales process?  Start defining the actions around each sales stage: - Lead Generation + Prospecting. Where are your leads coming from, and how are you adding them to your CRM? Outline how you’re building your database of quality leads. - Qualification. How do you know if a lead is a good fit? Define how you will research or collect data on the quality of your leads. - Contact. How are you communicating with leads and qualified leads? If you have preferred channels and scripts you want to use, document them. - Proposal. Do you have a pitch process, script, or proposal template you want to be repeated? Put it all in one place to get proposals and follow up faster. - Negotiation & Close. Do you have all of your most common objections and close strategies thought out and written down? Put them all together in a central place for easy access. - Retention. How are you following up post-sale to strengthen your customer relationships and ask for referrals? Again, detail the number of days post-close to check-in to make the ask.  With the basic stages of a sales process, you can create repeatable steps and scripts to make you faster and more efficient at closing deals.  Put your sales processes at your fingertips by automating them in a CRM with your custom communication templates, sales scripts, and follow-up tasks in one place.  Then, monitor and refine as you go.  The hardest part is carving out the time to take a step back to assess, strategize, and improve.  Don’t worry. You’re about to get 10 steps ahead of the game with a Sales Process Template. [Get your Sales Process Template  →]( Go get 'em! Emily McGuire, Senior Email Marketer at Close 🚀 Ready to rev up your revenue? Ditch your tedious sales tasks. Streamline and automate your sales process.  [Start a fresh FREE trial >]( [Logo]( [Twitter]( [LinkedIn]( [YouTube]( [Facebook]( PO Box 7775 #69574 San Francisco, California 94120-7775 [View in Browser](=) | [Unsubscribe](=)