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Highlights of Inbound Sales Journey Season 4

Gray MacKenzie
Gray MacKenzie is a true operations nerd who has spent the past decade helping hundreds of agencies build more productive, profitable, and healthy teams by solving the core issues plaguing their project management.

To chat with Gray and have ZenPilot lead your team through the last project management implementation you'll ever need, schedule a quick call here.

Another season down! Thank you all for your contributions and questions. We will wrap this one up with some quick highlights and takeaways from Season 4, as well as a peek into what you can expect in season 5.

The Takeaways

The first half of season 4 was all about the agency sales process. We took a deep dive into what a successful sales process looks like. 

Here is the breakdown: 

  1. Connect Call
  2. Qualifying Call
  3. Solution Call
  4. Decision Call 
  5. Transitioning to On-Boarding

Having a clear path from prospect to customer is so important for your agency. 

Keep in mind, however, not all prospects are equal. You need to have a framework in place, but be willing to be flexible to accommodate your prospect.

A cold lead may require an extra call or two in that process, while an inbound lead may be able to combine connect and qualifying into one call. 

Coming up in Season 5

In season 5 we are jumping back to answering listener questions. 

We will be covering topics such as:

  • Setting proper expectations during the sales process.
  • How and when to ask for customer referrals.
  • Agency sales tool stack.
  • The importance of agency partnerships.
  • Agency sales compensation plans.
  • How to use assignment selling. 
  • How to train new sales people to sell your agency’s services.
  • What a good agency contract looks like. 

Join us next week as we tackle setting proper expectations during the sales process!

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