CRM
Track and follow up with your leads.
Use this CRM board to track your cold, warm, and hot leads through your nurturing cycle. After all, the fortune is in the follow-up! And once they become a client? Well there’s an onboarding workflow for that!
Have you ever experienced…
Having no system or central location for tracking and following up with leads
Leaving money on the table because you’re not nurturing your leads so they forget about you and invest with someone else that they’ve built a relationship with
With this template you will…
Have one place to track your cold, warm, and hot leads through your nurturing cycle.
Have the ability to keep notes about a lead to continue to nurture them
Know the steps for onboarding a new client
Want to know what's included?
A fully customizable board to use for tracking and following up with your leads.
A new client onboarding workflow for a seamless client experience.
A video tutorial for using and customizing this board.
Change the colors, background, and lists to seamlessly match your vibe.
Who was this made for?
Coaches
Consultants
VA's
Service Providers
Course Creators
Done-for-you providers
OBM's
Small Businesses
Entrepreneurs
And really anyone that wants to level up their lead tracking and follow up. Which I'm guessing if you clicked on this item, then THAT'S YOU!
A Quick Note: if you're not completely satisfied with your purchase you can request a refund within 30 days of making your purchase. Just email me directly at haley@hersimplifiedlife.com