041 - Building a Sales Pipeline

The Holy Grail for building bullet-proof sales pipelines. From formation of your pipeline and why you need one, to all the stages in-between, this is the comprehensive, sales emergency toolkit your business needs. What should you include on a deal, what stages should a deal go through, and what specific actions are triggered by each completed stage? Listen to this short episode to find the answers…. and to hear a special CFC first!

Show Notes

What’s a sales pipeline & what’s a GOOD sales pipeline? (1:00)

  • Every stage and micro-stage of the sales pipeline. (3:45)

  • Narrow down deal stages/deal triggers and examples. (5:57)

  • Sales Pipeline Webinar (10:00)

  • Deal Info: What’s necessary for every job? (11:30)


Quotable Moments

  • “A trigger is something that requires an action.” – K

  • “Your first step is discovery. That is where this all starts.” –K

  • “If you have a business that does multiple things, you should have a service pipeline and an install pipeline because those are two different processes from start to finish.” – K

  • “A sales pipeline is the sales process that a job will go through from beginning to end. A good sales process will consider where the job originates all the way to receiving a testimonial and sending a thank you card.” – K


Resources



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042 - What Am I Doing Wrong? with Cary daniels

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039 - How Do You Know?