Weekly Sales Prospecting Quick Start

💡 This is a task, one of the actionable steps in your workflow. 

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️

Twitter

Goal: Gather 50 leads and record them in your CRM. Enter keywords searched for in the field below. 

Linkedin

Goal: Gather 50 leads and record them in your CRM. Enter search terms used in the field below. 

Publications

Goal: Select 5 publications and post your listing of availability on each one. Gather 20 leads and record them in your CRM. List the publications you searched and posted on, in the field below. 

Online Marketplaces

Goal: Gather 50 leads and record them in your CRM. Document the volume from each platform in the field below. 

Find the most valuable contact details for each of your prospects. Document your most successful process below. 

Record details in your CRM and categorize the type of lead for your sales team. 

For example: 
- High Value Client
- Mid-Range Client
- Entry-Level Prospect

⚡️ You could automate this step by setting up an integration with your CRM, for example Salesforce or Hubspot. 

💡 This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow. 

ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.