The document outlines 10 steps to create the perfect sales process and automate it using technology. It provides tips for following up with prospects quickly, developing value messaging, effectively following up, making scheduling easy, impressing in first meetings, securing next steps, closing deals, and leveraging CRM systems. The goal is to share strategies for generating more sales leads and closing more deals through an optimized process.

1. How To Create the Perfect Sales Process (And Automate It!)

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Claire’s story

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Our team
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Shauna’s Story
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Why You’re Here
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6. 2020 Investment News Study
of Pricing & Profitability
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7. 10 Steps to the Perfect
Sales Process

8. 1.
Send a follow-up email
quickly, within 24 hours

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2. Develop Your Value Messaging
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10. 3.
Follow-Up Effectively

11. 4.
Make scheduling easy with
an online calendar link

12. 5. Knock Your First Meeting Out Of The Park
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13. 6.
Be the Quarterback

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7. Give Them Something Tangible
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15. 8.
Secure the next step

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9. Close The Deal With A Second Meeting
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10. Leverage Technology
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18. 4-Step Sales Process
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19. CRM integration Redtail
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20. CRM integration wealthbox
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21. CRM integration salesforce
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22. CRM integration junxure
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Learn More About Inspire Growth
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Learn More About indigo marketing agency
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