Ever wake up in the middle of the night thinking that?

Do you find yourself waking up in the middle of the night saying, “OMG… I completely forgot to call that guy/gal I met last week that really needed my help?”  You know the one you absolutely knew was going to be your next Success Story! Now you just feel absolutely terrible because you forgot to follow up and are now debating because it might be too late?

How many times has a potential client told you “let me think about it” at the end of a sales conversation and a few weeks later you find out that she went with your competitor? And now you are left wondering what would have happened if you had just followed up!

Realize that it doesn’t have to be that way; that lost opportunities and sales can be 100% avoided by having simple processes and systems in place!

With over 5 years implementing simple follow up solutions for our clients, you can rest assured that none of your leads will fall by the way-side ever again.


Think About This

If you are using notebooks, paper notes, post-it notes or even spreadsheets to keep track of your leads at some point that will become unmanageable. Do you have a system? Or are you leaving it all to memory? Are you feeling that frustration yet?

Realize that there are simple solutions that can be implemented, right away, to relieve those frustrations. 

The answer is to implement a simple database to track and follow up with those leads. The type of database I recommend is what’s known as a CRM. CRM stands for Customer Relationship Management. This system will not only help you track all incoming leads, but it will allow you to automate some of the mundane tasks so you can focus on what’s important; connecting with those leads and closing more sales.

Dana L Garnett

Dana L Garnett

Alternative Dispute Resolution: Mediation & Conflict Management Coaching for Family, Business, Divorce

“I HIGHLY recommend Steven Logreira to help you streamline and automate your sales process! Steven has set up my first ever CRM system, and he has been so very patient with my learning curve, spending the time needed teaching me how to use my system.

As a result, I now have a simple, yet powerful system that allows me to track each potential client from where leads first come in, to when I enroll them as clients. The system also allows me to better support my clients via improved management of tasks and client interactions, and I am so much more organized now. Not to mention the incredible time savings!”

Thank you, Steven!

These Are The Benefits of Working With Us To Implement an Automated Follow Up Solution in Your Business!

  • Save time
  • Simplify your follow up
  • Reduce stress
  • Close more sales
  • Make more money
  • Eliminate the overwhelm of choosing the right tech and setting it up. We do it for you!
  • Training
AJ Lavender

AJ Lavender

Cashflow Tribe

Steven is an absolutely incredible person to work with. My time working with him was nothing short of excellent. He guided me completely through the onboarding processes with CRM systems that is used with my customer service/sales company. His onboarding process made what can be a complicated situation, simple yet fully thorough. It truly set me up for the upmost success in my new position with the company and has allowed me to be efficient and proficient right from the start. I highly recommend Steven, two thumbs up! 

Thank you, Steven!

                  Automating Your Sales Process Involves Three Steps…

Step 1: Process!

Before you can automate, you need to be clear on how leads flow into your business and the process that customer goes through to feel comfortable saying yes to doing business with you!

We help you get cleat on what that process is and how to optimize it so that leads turn into sales.

Step 2: Workflow!

After your sales process is in place, we now need to map that into a 

Note that we haven’t talked about technology yet.

What we mean here is that you need to create  step by step workflow of how you are going to implement that strategy.

Step 3: Automation!

After your systems have been developed and are in place, this is when you introduce technology.

Many make the mistake to buy into technology before they have any type of systems. This is a mistake that can cost you money and time.

Ready To Close More Sales?

Book a free discovery session!