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Trusted by companies and proffessionals globally
Learn from Award winning sales and marketing experts
SkyRocket your conversions with Sales Automation
Not just recordings - LIVE Hands-on Workshops
We will build these live with you, bespoke, in your workshop. At the end you will have your live campaigns!
COURSE INFORMATION:
12 Live workshops
Get certified
12 months support
Online materials
Get INSTANT access to the training, advice and support that can transform YOU into a profit-generating machine!
Trusted by companies and proffessionals globally
Excellent training, step by step support, and all delivered and completed in the workshop. Very happy and already seeing traction.
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- Nik Venious
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You'll be joining a huge customer base
Trusted by companies globally
Multiple industries, spanning globally, from new start up so to globally recognised brands
Are you automating
Your Sales Process?
Or relying on it all to be done manually?
I feel I am just manually doing everything
"I’m bogged down in repetitive tasks that take up valuable time I could use elsewhere."
I forget to follow up and miss opportunities
"Opportunities slip by because I struggle to stay on top of follow-ups."
My timeline to sale is slow
"It takes too long to close sales, slowing down my revenue growth."
I have to invoice manually, send proposals and onboard
"I’m manually handling invoicing, proposals, and onboarding, which eats up time."
I feel I have no time to do any of it correctly or it takes all my time
"I don’t have the time to do each task thoroughly, or it consumes all my time."
What you will learn
Outline of what you will achieve after completing the workshops
Account Setup
Initial setup, CRM integration, and user roles.
Lead Capture & Management
Gathering leads from all channels and organizing data, auto assigning to team, and creating opportunities
Follow-Up Sequences
Designing effective, automated, multi-channel follow-ups.
Automated proposals, contracts and invocies
With automated reminders at each stage until signed and paid
Data Management
Segmenting data based on buyer persona, lifecycle and products
Advanced Automation
Implementing complex workflows and third-party integrations.
Reporting & Analytics
Tracking performance with custom dashboards.
Staying Updated
Resources and communities for ongoing learning and feature updates.
Course Syllabus
Module 1. Introduction to B2B Sales Automation
Overview of OneCRM's capabilities in B2B contexts
Benefits of automating sales processes
Key features relevant to B2B sales teams
Module 2. Setting Up Your OneCRM Account
Module 3. Lead Capture and Management
Module 4. Automated Lead Assignment
Creating workflows to assign leads to sales representatives
Setting up round-robin and criteria-based lead distribution
Monitoring and adjusting lead assignment rules
Module 5. Immediate Lead Engagement
Module 6. Developing Follow-Up Sequences
Module 7. Long-Term Nurture Campaigns
Module 8. Re-Engagement of Cold Leads
Module 9. Pipeline Management and Automation
Module 10. Data Management and Compliance
Module 11. Advanced Automation Techniques
Module 12. Reporting and Analytics
Module 13. Staying Updated with Features
State of the art Learning experience
Work with the best, and get the best outcomes for you and your business
Live workshops
Sales and marketing experts, with proven success and methodology.
Online materials
Experts who have been national speakers in the sales and marketing space and recognised as industry leaders.
Worksheets
Don't just learn from books, or an online course, created by those who also read from books. Learn from the doers, the guys on the ground, those who have proven their worth.
Who benefits from this course
Expert training from industry-leading experts
Work with the best, and get the best outcomes for you and your business
Award-winning
Sales and marketing experts, with proven success and methodology.
National speakers
Experts who have been national speakers in the sales and marketing space and recognised as industry leaders.
Industry leaders
Don't just learn from books, or an online course, created by those who also read from books. Learn from the doers, the guys on the ground, those who have proven their worth.
Hands on training, not just theory
We believe in making every workshop interactive, which means we get to work and start doing
Building campaigns
No matter what course you do, we will build your campaign with you in your course, be Google Ads, Cold email or a Sales script for your calls
Creating content
We will build this live with you in your workshops with the ability to ask questions and get feedback
Getting tech ready
In all areas of sales and marketing there is tech involved. We set this up with you in the workshop so you're not left trying to do it alone
Sign up for a free personal brand course
Be Inspired by our mini learns
Mini tutorials designed to be quick, easy and simple to follow for those need to do activities
SkyRocket Growth with support from the best
Learning how to successful get campaigns working, if done alone can be expensive and time consuming
First-time success
Often it will take 3 - 6 months to self-learn through trial and error or basic youtube videos. Here you get it right first time round
Hacks and expert tips
In every course, you will get the best hacks to success, top tips that most wouldn't know. How do the best get things done
Best in class
There are methodologies that work and methodologies that do not. Learn the best in class to make yourself successful
Here's what people are saying
"Good find with Gergana, what a super bright and intelligent team member you have there, she understood it all very quickly."
Steven, Cold email
"After our call with the accounts team I feel so confident in what you guys can do. Thank you."
Greg, LinkedIn
"Alastair is really insightful, is really easy to work with, and a delight to speak to."
Nik, Cold email
Simple . Transparent. Pricing
Hybrid
Limited offer
Annually
Everything from start to success
Co create - Strategy
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Define and niche your target audience
Co-create - Content, scripts and creatives
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Including pre-made tried and test templates
Co-create - Campaign
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Built bespoke for your service and audience
Co - set up - Tech stack
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Set up accounts, and best-in-class software