Over the last 10 years, we’ve continued to build our business on being able to provide a product and service to our clients that allows them to continue to come back.

However, when it comes to managing data, we’ve had a lot of challenges in staying organized and ensure that we keep our funnel top of mind and consistently making effort to reach out to those clients that we aim to touch base with.

It’s good to have a system – that way you can see what is working, what isn’t, and track points of failure. A lot of you are engineers – your sales system should be “engineered” like a machine. It’s no different!

I’m sharing a basic, high-level funnel that we made. This is how we take people from cold lead to customer.

Many of you might be familiar with this however, it’s important to visually understand and lay out your business as it pertains to the specifics that are relevant for you.