Tag Archives: sales

  • Marketing Automation Expert

    Question: We need a Marketing Automation Expert to build a sales automation while deals are open. For our agency, we are looking for a marketing automation expert that can create automation based on our sales pipeline. The deals that are open, should get a sequence of emails to increase the closing rate of the sales …

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  • How do I plan out my weekly meetings to avoid traffic?

    With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …

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  • How do I plan out my sales appointments to avoid traffic?

    Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic. The …

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  • Lead Generation Form Template Options

    Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process. We offer the following lead generation forms (customised to suit your needs): Health insurance quote form Mailing list sign up form Online mortgage application form Vendor contact information form …

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