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15 Videos (59m)
    • Intro Sales Course

      1:08
    • Building a more focused sales pipeline

      0:53
    • Mapping a sales pipeline

      2:36
    • Setting Up A Website Form

      10:06
    • Finetuning and testing your webform

      7:04
    • Integrating into your website

      5:54
    • Setting Up Pipedrive

      3:42
    • Manually entering a lead

      3:18
    • Connecting your form

      2:56
    • Advanced Lead Integration

      5:52
    • Mailchimp integration

      2:30
    • Other Integrations

      4:47
    • Case Study The Financial Adviser

      3:46
    • Case Study The Tutor

      2:25
    • Using the system

      2:21

About This Class

About Rich:

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Learn how to create a robust, simple-to-use system that tracks clients from leads through to sales + free bonuses!!

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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?

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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:

  • Building a website form that clients will want to fill in
  • Connecting your form to your website
  • Handling leads from your website, via email and over the phone
  • Providing reporting for yourself, your manager or your investors

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)!

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Rich Peterson

Online Teacher with 20,000+ happy students :)

Rich Peterson is the founder of Generous Work & Software Trainers, 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 a truckload of books or lending money to people in third-world countries (through Kiva), you'll find him reading, playing...

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