Step 3: Tracking the Sales Process

Use a Customer Relationship Manager (CRM) to track the entire process.

Here’s a visualization of a typical sales workflow (for illustration):

Make sure you complete this step before moving on.
And if you’d like some help, drop us a line!

WHAT BOTTLENECKS ARE HOLDING YOUR AGENCY BACK?

TAKE THIS 3-MINUTE QUIZ AND PEOPLE PROOF YOUR AGENCY

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