Sales Workflows
Detailed actionable workflows with templates to replicate for your business
Table of Contents
How to make the most out of this course
B2B Differences
User, Advocate, Gatekeeper, Decision Maker/Buyer
Disqualify
1️⃣ List Creation
Discussion: List Sources
📁 Template: List Building/Prospecting Spreadsheet
2️⃣ Identify Potential Decision Maker(s)
3️⃣ Guess Their Email
🔧 Tools: Email Guessing
4️⃣ Clean Your List
🔧 Tools: List Cleaning
5️⃣ Craft + Test Your Message
➕ Resource: Email Deliverability + Optimization
🔧 Tools: Email Deliverability
6️⃣ Mail Merge
🔧 Tools: Mail Merge
7️⃣ Automate/Outsource
Summary: List Building/Prospecting
🔧 Tools: Outsourcing
Email Subject + Body
Email Follow-up Process
Teardown 1: Bad Email 👎
Teardown 2: Bad Email 👎
Teardown 3 & 4: Good Messages 👍
Teardown 5: Good Email 👍
Teardown 6: Good Email 👍
Discussion: Email Teardown
📁 Template: Email Outreach Script
➕ Resource: 50 Proven Email Scripts
Systems vs. Flow State
How to Multiple Your Time (Rory Vaden | TEDx Douglasville)
AI/Automation
Delegation
Pareto Principle
📝 Exercise: Pareto Principle
📝 Exercise: Process Mapping
REMINDER
Tool Tips
Zapier
Active Campaign
🔧 Tools: Workflow Automation
Magical Text Expander
🔧 Tools: Text Expanders
Dux-Soup
🔧 Tools: LinkedIn Prospecting/Outreach
Hunter
🔧 Tools: Email Finders
Bulk Email Checker
🔧 Tools: Email Checkers/Verifiers
Mail Tester
🔧 Tools: Email/Spam Tester
Yet Another Mail Merge (YAMM)
🔧 Tools: Mail Mergers
Calendly/Zoom
🔧 Tools: Calendar Scheduling
🔧 Tools: Video Meetings
CRM
🔧 Tools: CRMs
Inbox Management