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. _________________________________________ Learn more at these links: 🔗 👇 Join us for our next live training! https://www.garethpronovost.com/webin... Take our free Airtable Crash Course! https://garethpronovost.com/airtable-... Getting Stuck? See how we can help! https://garethpronovost.com Get our Airtable Field Type download! https://www.gapconsulting.io/airtable... _________________________________________ Software Resources (may contain affiliate links): 💻 👇 Airtable - https://airtable.com/invite/r/v0eI3ASY _________________________________________ #GAPConsulting #GarethPronovost #Airtable