What is Process Street?
Request a demo
Share
Copy link
Edit
in
Process Street
Templates
/
Checklist for selling funnels (Copy)
Uncategorized
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
Browse all templates
Edit in Process Street
Stay updated—subscribe to our blog!
More templates like this
Payroll Processing – User Guide
PROCEDURE PAYROLL PROCESSING-TSHEETS &QB-Payroll Processing
How to Build a Process from Resources (Copy)
2. Entrega de proyecto
12 Month Maintenance Schedule
Resource Based Economy Transition Team Support
View all Uncategorized templates