Sales Process Automation

Keeping track of sales and follow up can be daunting.  Most coaches and consultants keep track of potential clients in a notebook, post-it notes and most often in a spreadsheet. When volume is slow, this system of tracking is simple and manageable. The challenge really begins when leads start coming in and notes, post-it notes and even spreadsheets become unmanageable.

In a response to that challenge we created the Sales Process Automation (SPA) System  which comprises of a scheduler, a CRM, an email autoresponder system and many other add-on features that can be purchased and added separately for Pipedrive.

The system is simple and will take care of tracking all your prospects from initial contact to sale of your product or services and beyond.

Here’s What You Get With The SPA System

  • Appointment scheduling software custom configured to your business (subscription to Acuity Scheduling must be purchased separately)
  • Prospect application/intake form
  • CRM integration that automatically inputs your application/intake form and client data from scheduler into your CRM (subscription to Pipedrive CRM must be purchased separately)
  • Business Card Reader integration
  • Email Autoresponder Integration (Activecampaign Subscription is highly recommended)
  • 50 minute Strategy Session to go over your entire business model and how to improve it with the SPA System
  • Full training on how to use your SPA System
  • Unlimited email support

Yes I'm Ready To Invest In The SPA System