How I manage my Sales Relationships as an Agency Owner
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- Опубліковано 14 лип 2024
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Your success as an agency owner hinges on acquiring quality customers. But let's be real, dream customers that everyone is after don't reply to cold emails.
How do you get them, then? Social Selling on LinkedIn.
In this video, I'll break down my exact workflow for managing sales relationships, complete with real examples. You’ll see why social selling is the way to go and how you can master it. Plus, I’ll walk you through my tool stack so you can put this strategy to work and start landing those high-ticket clients.
By the end, you'll have a clear plan to turn LinkedIn into a source of high-value sales calls.
CHAPTERS
0:00 Intro to managing sales relationships
0:21 Cold Outreach vs. Social Selling
1:17 Sales pipeline and statuses
2:33 Workflow for connecting to prospects
3:51 Workflow for outbound messaging
6:00 Sending sales follow ups
8:20 My sales tool stack
9:18 Sending client proposals
10:37 Quick recap
TOOLS
Folk: folk.app
Grain: grain.com
SavvyCal: savvycal.com
Cal.com: cal.com
Notion: www.notion.so
PandaDoc: www.pandadoc.com - Наука та технологія
How do you work with clients that have multiple deals? Do you sent the Person back to the beginning or bring him to another list?
Excellent point. We're introducing deal objects (we're in private beta at the moment)
@@simolemhandez2758 please give me a shout when you go into public beta. Would love to test it as well! 🤘
Can you share the exact prompt used in the magic field which allows it to take content from their LinkedIn page to build the message? In the video the magic field is named Linkedin - connect. would be great to understand what exactly this magi field prompt is.
Thank you for asking. The trick here is that in folk you can use {variables} from the current contact in order to make the prompt personalized. Basically:
"Write a 1 sentence LinkedIn intro to {firstName} knowing that he is currently {jobTitle} at {CompanyName}. It should be longer that N characters.
Please note this is the bio of this contact on LinkedIn: {description}"
We want the template! We want the template!😄
here you go: www.folk.app/group-templates/lightweight-crm
can i edit your UA-cam videos?
what are you considering?
You have a decent number of subscribers. However, your videos are not reaching as many people as they should given your subscriber count. The reason is that your videos lack SEO. It is very important to have SEO for your videos. If you want, I can do the SEO for your videos.
What would you make different?
@@simolemhandez2758 "I would optimize your UA-cam video by conducting thorough keyword research to target the right audience, create compelling titles and descriptions, add relevant tags,. Additionally, I'll focus on improving audience engagement through strategic calls to action, ensuring your videos rank higher and attract more views
thanks for the advice, we're working on it!
Too costly as a personal CRM, just saying 🙂
thanks! it's not meant to be a personal CRM but more a team CRM 😀
Yea, I see. Would love to purchase a personal licence though.. 😊
@@energeiai99 You should be able to get something interesting using the code :) FOLKX20