{"id":25807,"date":"2021-03-11T11:29:04","date_gmt":"2021-03-11T11:29:04","guid":{"rendered":"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-quick-start\/"},"modified":"2024-04-17T07:40:05","modified_gmt":"2024-04-17T07:40:05","slug":"weekly-sales-prospecting-quick-start","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-quick-start\/","title":{"rendered":"Weekly Sales Prospecting Quick Start"},"content":{"rendered":"\n<section id=\"review-last-weeks-sales\">\n <h2>\ud83d\udd0d Review Last Week's Sales<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/aa3d1b86-6679-4b12-b7a0-6f3e5328dbf8\/lbN5lyPiMTbK_p7zdFNJyQ.png\" alt=\"\ud83d\udd0d Review Last Week's Sales\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/aa3d1b86-6679-4b12-b7a0-6f3e5328dbf8\/lbN5lyPiMTbK_p7zdFNJyQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\">\ud83d\udca1<\/a> <strong>This is a task, one of the actionable steps in your workflow.&nbsp;<br><br><\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2b06\ufe0f<\/a> <strong>When you edit a workflow, you can<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>assign tasks<\/strong><\/a><strong> to other users, give them a<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>deadline<\/strong><\/a><strong> to be completed by,<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>pause<\/strong><\/a><strong> the workflow run at this point, or change who can see this task by adjusting the<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>permission<\/strong><\/a><strong> settings<\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u2b06\ufe0f<\/a><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Standout items from last week's sales prospecting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Review highest volume channels in CRM <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Define team responsibilities for the week ahead <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"goals--lead-generation\">\n <h2>\ud83e\udd45 Goals &amp; Lead Generation<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\" style=\"text-align: center;\"><strong>Twitter<\/strong><\/p>\n  <p>Goal: Gather <strong>50<\/strong> leads and record them in your CRM. Enter keywords searched for in the field below.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Twitter keywords searched <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\" style=\"text-align: center;\"><strong>Linkedin<\/strong><\/p>\n  <p>Goal: Gather <strong>50<\/strong> leads and record them in your CRM. Enter search terms used in the field below.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Linkedin search terms <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\" style=\"text-align: center;\"><strong>Publications<\/strong><\/p>\n  <p>Goal: Select 5 publications and post your listing of availability on each one. Gather <strong>20<\/strong> leads and record them in your CRM. List the publications you searched and posted on, in the field below.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Publications searched and posted on <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\" style=\"text-align: center;\"><strong>Online Marketplaces<\/strong><\/p>\n  <p>Goal: Gather <strong>50<\/strong> leads and record them in your CRM. Document the volume from each platform in the field below.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Platforms searched <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"analyze--categorize-prospects\">\n <h2>\ud83d\udcca Analyze &amp; Categorize Prospects<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>Find the most valuable contact details for each of your prospects. Document your most successful process below.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Most successful process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Record details in your CRM and categorize the type of lead for your sales team.&nbsp;<br><br><\/strong>For example:&nbsp;<br>\n   - High Value Client<br>\n   - Mid-Range Client<br>\n   - Entry-Level Prospect<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>\u26a1\ufe0f You could automate this step by setting up an<\/strong><a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>integration<\/strong><\/a><strong> with your CRM, for example <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a> or <a href=\"https:\/\/zapier.com\/apps\/hubspot\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"pass-leads-to-sales-team\">\n <h2>\ud83d\udc8c Pass Leads to Sales Team<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>\ud83d\udca1<\/strong><\/a><strong> This task uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in your workflow, so that they can be viewed or used elsewhere in your workflow.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? Click the help button \u2198\ufe0f or <a href=\"http:\/\/calendly.com\/process-street-cs\/process-street-process-pro\" rel=\"nofollow noopener\" target=\"_blank\">book a time to talk<\/a> with one of our Process Pros.<\/strong><\/p>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udd0d Review Last Week's Sales \ud83d\udca1 This is a task, one of the actionable steps in your workflow.&nbsp; \u2b06\ufe0f 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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":25808,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\ude80","cover_icon_url":"","tasks_count":"4","template_description":"This is a workflow example, designed to help you get 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