everything you need in your CRM

Hey.

I dropped a free training going over the exact CRM setup you need amongst other systems

In today’s newsletter we will go over the following:

• Everything your CRM needs

• General outcomes you can see

• Automations you need in your CRM

And a whole lot more

B2B Operational Idea of the Week

Have your SOPs and project manager in the same software, when you create tasks you can seamlessly link the SOPs to each task if needed

This allows for team dependency and fewer questions to you

Here Are Some Top Links for this Week

• How to build a project management system

• Every system you need in your agency

• Systems masterclass

• Onboard team members with ease

• List of automations to use in your agency

Deep Dive

This is one of the most important systems you should make sure is dialed in

No matter if you are doing $10,000 per month

Or $1,000,000 per month

The CRM is the highest ROI system to implement

Mainly because you'll see a direct impact in revenue by implementing this

This moves the needle

Every effective CRM has these main sections

1. Pipeline of all leads

2. Appointments booked mtd, last month, this week, last week, today, and yesterday (all with sources tracked)

3. Leads closed mtd, last month, this week, last week, today, and yesterday (all with sources tracked)

4. Relevant automations for each stage

For example when you move someone to the close stage, they get the onboarding flow

Or when they book, they get the pre-call sequence

Or when they cancel they get the cancel sequence

Same goes for no-show

And no close

These automations are essential for scale, this actually allows you to continue to nurture these deals when they don’t close

Increasing your close rate in the long run

Poll

How I Can Help

1. You can apply to work with my Agency. Bevacqua

2. You can message me on twitter to talk more or find more content

3. You can watch my youtube content

4. Join our free community

5. or, so can just reply to this email.

I reply to absolutely everybody who replies to me.

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