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Checklist for selling funnels (Copy)

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Checklist for selling funnels (Copy)

Checklist for selling funnels (Copy)

1

Send out feelers

2

Book meetings

3

Run a discovery session

4

Propose a solution

5

Anti-follow up

6

Payment structure

7

Delivery

8

Management

Send out feelers

1

Collected email addresses of interest
2

Send funnel launch emails
3

Call previous customers
4

Create report from current customers

Book meetings

1

Book a time and date
2

Book a location
3

Send confirmation email
4

Send reminder email
5

Book 5 meetings in a week

Run a discovery session

1

Ask them what they want
2

Show them what they have
3

Ask them what they have
4

What are their goals?
5

What's their budget?
6

Are they the decision maker?
7

What's their timescale?
8

Who else are they working with?

Propose a solution

1

Select leads, sales or traffic
2

Keep the proposal short
3

Think subscription model
4

Cancel any time
5

What do they want?
6

What do they need?
7

What do they get?
8

Terms and payment

Anti-follow up

1

Send email with article on lead capture
2

Send email with article on traffic conversion
3

Send email with article on list growth
4

Send email with article on sales automation
5

Remind of problem
6

Remind of solution

Payment structure

1

First payment - set up fee
2

Monthly subscription
3

One off payments for splinter products
4

Up-sells
5

One time offers

Delivery

1

Get login details for website
2

Install plugin on website
3

Install and connect apps
4

Connect applications to software

Management

1

Send report when set up
2

Send report when test complete
3

Send report after 1 week
4

Send report after 1 month

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