Agenda May 21, 2025 11am PDT

11am - 11:05am PDT Login

11:05am PDT to 12:05pm PDT Marie Torosian Speaker, "From Lead to Close: Streamlining Your Sales Process with CRM Automation"

12:05pm PDT to 12:15pm PDT Wrap Up

Description:

" Whether you are a consultant, a business owner, or a financial professional transitioning into an entrepreneur, this is a must-attend training."

In this session, discover how to leverage your CRM system to automate and optimize every stage of the sales process—from the moment a potential client signs up on your website or books a call to closing the deal. Learn the practical steps to capture leads, qualify them efficiently, nurture relationships with personalized touchpoints, and seamlessly transition them to paying clients.

Key Takeaways
1. Capturing and Organizing Leads
Website and Call Bookings:
Use CRM-integrated web forms or scheduling tools to capture new leads instantly.
Automatic Lead Creation:
Configure your CRM so that each form submission or call booking automatically creates a new record, populating it with essential lead details.
Immediate Acknowledgment:
Set up automated email or text confirmations to let leads know you’ve received their information, reinforcing a quick, professional response.

2. Qualifying Leads and Setting the Stage
Lead Scoring Criteria:
Implement scoring rules (e.g., firm size, service need, or urgency) to prioritize high-value leads first.
Segmentation and Tagging:
Assign relevant tags (e.g., “Tax Services” or “Bookkeeping Prospects”) for faster sorting and routing to the right team members.
Routing Leads:
Automate the handoff to the appropriate salesperson or department based on lead score or tags, ensuring no leads slip through the cracks.

3.Nurturing and Engagement Sequences
Automated Follow-Ups:
Develop a scheduled drip campaign—emails, texts, or calls—triggered at specific intervals to keep your firm top-of-mind.
Personalized Touchpoints:
For a more authentic connection, use dynamic fields (e.g., [Lead First Name]) and relevant content tailored to each lead’s needs or industry.
Multi-Channel Outreach:
Integrate social media DMs, chatbots, or direct mail touches when appropriate to maintain a well-rounded engagement strategy.

4. Closing the Deal and Onboarding
Proposal and Contract Automation:
Generate proposals from CRM templates and send them automatically once a lead reaches a certain stage, speeding up the approval process.
Scheduled Reminders for Follow-Up Calls:
Automate reminders in the CRM for you or your team to check in, answer questions, and finalize agreements.
New Client Onboarding:
Transition closed deals into an onboarding sequence—automatically send welcome packets, request necessary documents, and schedule kick-off meetings.

About Marie Torosian

Marie Torossian is a dynamic speaker, coach, and mentor specializing in business education and finance. As a 10X Certified Executive Performance Business Coach and the founder of The Profit Lab, she empowers entrepreneurs with the tools to achieve 10X growth. Marie’s extensive
expertise spans accounting, business valuation, and strategy, with her proprietary VALUEATION-MT® methodology transforming the financial landscape of businesses. A sought-after speaker, Marie, shares her insights through engaging presentations, workshops, and
webinars. Recognized for her leadership, Marie’s firm has won prestigious awards, and she is a regular contributor to industry publications, making her a trusted voice in the business community.

Have a great weekend Joyce!

Rick Morgin

Consultant / The Franchise Consulting Company

C : 925-324-6371

Schedule a 15 Minute Call: https://calendly.com/rick-132