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Jun 26 in General discussion
How to Streamline Your Sales and Onboarding: A Step-by-Step Guide
✅ Benefits
  • Work becomes easier with fewer mistakes.
  • Handle more clients without overloading your team.
  • Consistent, high-quality service for all clients.
  • Save hours weekly with automated tasks.
🔨 Essential Tools
  1. Zapier: Integrate apps and automate tasks.
  2. HubSpot: Manage CRM, track sales, and automate follow-ups.
  3. Asana: Manage projects and tasks.
  4. ConvertKit: Create lead magnets and send newsletters.
  5. Slack: Enhance team communication.
  6. Notion: Centralize documentation and processes.
📶 Sales Automation Steps
Step 1: Lead Generation
  • Use ConvertKit for landing pages and email collection.
  • Automate lead addition to HubSpot with Zapier.
Step 2: Lead Nurturing
  • Set up email sequences in ConvertKit to nurture leads.
  • Track engagement and automate lead progression in HubSpot.
Step 3: Sales Follow-Up
  • Automate follow-up tasks in Asana.
  • Use Zapier to send Slack notifications for important activities.
🔁 Onboarding Automation Steps
Step 1: Client Onboarding
  • Send welcome email series via ConvertKit.
  • Automate onboarding tasks in Asana.
Step 2: Task Management
  • Assign tasks in Asana based on onboarding stages.
  • Keep the team updated with Slack.
Step 3: Continuous Engagement
  • Automate periodic check-in emails using ConvertKit.
  • Track client interactions in HubSpot.
🏃‍♂️ Getting Started
  1. Review your current processes.
  2. Identify repetitive tasks for automation.
  3. Select tools like Zapier, HubSpot, Asana, ConvertKit, Slack, and Notion.
  4. Start with simple automations.
  5. Monitor automation performance regularly.
  6. Make adjustments to remove bottlenecks.
  7. Gradually automate more tasks.
💡 Need Help? I help founders scale their businesses by automating operations. Check out client testimonials.
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Christian Shaw
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How to Streamline Your Sales and Onboarding: A Step-by-Step Guide
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