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Sales Tracking Essentials

Sales Tracking Essentials

$16.00 USD
$20.00 USD $16.00 USD
Sale Sold out

This course will be released December 1, 2024. Pre-order now to save 20%!

You can’t grow a business you love without being organized and consistent with your sales activity!

In this course, you will…

  • Discover what a typical sales process looks like for a virtual service-based business
  • Outline your process
  • Learn how to track your sales cycle (HoneyBook)
  • Learn how to set up a calendar so contacts can book appointments with you (HoneyBook)
  • Learn how to send proposals and information about your services (HoneyBook)
  • Discover a simple system to manage your contacts (Google Contacts)

If you want a simple, low-tech but highly efficient way to manage your sales activity, this course is for you!


* If you already have a method to book appointments and/or send proposals, you can still benefit from this course.

What's Included

4 course modules (hosted in a MemberVault portal) with video lessons and walkthroughs, text lessons, and workbooks and guides.

Module 1: Overview of the Typical Sales Process

Module 2: Building the Foundation

  • Lesson A: Outline Your Sales Process
  • Lesson B: Managing Your Contacts
  • Lesson C: Tracking Your Sales Cycle

Module 3: Booking Appointments

Module 4: Sending Proposals and Information

* If you already have a method to book appointments and/or send proposals, you can still benefit from this course.

Refund Policy

We’re confident that the courses you purchase will be exactly what you expect but in case you aren’t satisfied for any reason, we will refund your purchase within 7 days.

Support

If you have trouble accessing the course materials, email us at info@envivoweb.com

This is a do-it-yourself course. If you need one-on-one support, you can book a private call with us. Email us at info@envivoweb.com

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Important Course Information

  • Prerequisites

    None! You don't need any tech set up before implementing what you learn in this course.

  • Tech Tools We Teach

    • HoneyBook
    • Google Contacts

    You are welcome to attempt to use any equivalent tools to implement what we teach. We don't guarantee it will work exactly the way it would if you used the tools listed above.