How to Build a Sales Process in Airtable

Many businesses have an upfront estimate or consultation model - it goes something like this:

1. Someone is interested in your services and schedules some time to receive a consultation from you or an estimate. You go into that consultation or meeting with the goal of seeing if this prospect is a good fit for your business - AND if your business is a good fit for them.

2. You submit a proposal/estimate once you understand the scope of the work that the prospect is looking for.

3. Once that prospect decides to buy, they become a client. At that point, you need to walk them through the operations of your business so that you can provide the best service possible for them.

If you're looking for a way to track all of the data and steps of a process like this one, this video was made with you in mind. Watch as I walk you through the steps to organizing this data and building these workflows in my favorite software: Airtable.

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Join us for our next live training!
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Software Resources (may contain affiliate links): 💻 👇

Airtable - https://airtable.com/invite/r/v0eI3ASY

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