π― FREE CLIENT PIPELINE TRAINING: 5 lessons on finding, winning and keeping clients. Plus templates, playbooks, and frameworks you can use straight away. π https://go.generatingpipeline.com/free-training π This is a summary of a recent call with one of my coaching clients. In the video I share 12+ suggestions for how this Marketing Agency can improve their Agency Sales Process & Sales Pipeline Optimisations I've anonymized the video to protect their privacy, but I'll give you a rundown of what we talked about. We delved into their sales process, pipeline, and key sales challenges. I recommended pre-qualifying prospects with additional questions during the booking process to streamline communication. We also discussed spending more time on qualification and suggested a 15-minute qualification call followed by a half-hour discovery call. I emphasized the importance of sending follow-up emails, even to unqualified prospects, to maintain a positive impression. Additionally, I advised adding relevant social proof or customer testimonials to proposals and optimizing the pipeline with clear steps and personalized follow-up emails. We also touched on recovering close lost revenue by building a lead list and designing an exceptional onboarding experience for customers. Lastly, I highlighted the significance of identifying the "moments that matter" in the customer journey and conducting check-ins to gather feedback and drive expansion revenue. If you're looking to enhance your sales process and pipeline, this video is packed with actionable suggestions. Enjoy! 00:00 Introduction 00:35 Agency Sales Process 03:40 Pipeline Optimisation 05:59 Account Management 08:19 Generating Sales Pipeline 09:51 Outro -- Sales Resources Comprehensive collection of guides, templates, and resources to help you build a successful outbound sales strategy: https://go.yellowo.co.uk/outbound-resources Recommended Prospecting Software & Tools Explore the tools I recommend for smarter, more efficient outbound: https://go.yellowo.co.uk/outbound-sales-tools Connect on LinkedIn Follow me for practical sales insights and outbound strategies: https://www.linkedin.com/in/outboundsalestech/ #AgencyGrowth #AgencyOwners #BusinessDevelopment #SalesStrategy

I Turned My Sales Calls Into a Content Engine With Granola
54 views

Pick Your Sales Stack: Founder Stage vs Enterprise
61 views

From 3 Hours to 0: Automating Pre-Call Research with AI (Claude Code)
114 views

From 4 Hours to 4 Minutes: Automating Stakeholder Mapping with Claude Code
144 views

I Turned 50+ Mentoring Sessions Into a Searchable Knowledge Base (Using Granola + Claude)
71 views

How I Replaced Apollo, Clay, SmartLead, Trigify & HeyReach With One Platform
334 views