Sales Process

This Sales process is outlined here. These documents may be viewed on this page for convenience or opened in Google Docs. (Return to Sales Tools)

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The following client Worksheet may be opened in Google Docs if one wishes to edit it directly. Alternately, it can be printed and used the old-fashioned way. Or, simply take appropriate notes using your preferred tool and transfer this information into the Hubspot CRM. (Return to Sales Tools)

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Upon reaching the warming point, we will put together a Client Insights worksheet. The purpose is to WOW the prospective client on our ability to find information useful to the marketing of their company. This Insights worksheet will generally follow the following process. (Return to Sales Tools)

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(Return to Sales Tools)

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