Active Prospecting

TEMPLATE

With this pipe, your company can manage a prospecting team with a qualification stage and automatic sending of emails. It was designed to work associated with a database “Company bank,” and a pipe “Sales funnel.”

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Company name
  2. Website
  3. Phone number

Qualification

  1. Suggestion accepted?
    • yes
    • no
  2. Meeting date

1º Phone call

  1. Scheduled meeting?
    • yes
    • no
  2. Meeting date
  3. Assignee
  4. Company pains
  5. Opportunity size
  6. Lead necessity

Email

2º Phone call

  1. Scheduled meeting?
    • yes
    • no
  2. Meeting date
  3. Assignee
  4. Company pains
  5. Opportunity size
  6. Lead necessity

Scheduled meeting

Cold lead

Unqualified lead

Welcome aboard

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