Welcome to ALL.
Here is how to use your new Sales System.
Your sales process is now a simple board. You don't need to worry about complex data entry. Just drag cards from left to right. Here is what happens at every step.
Step 1
New Lead Arrives
What YOU See:
A new card appears in the "INBOX" list. It has their name, email, and phone number.
What the SYSTEM Does:
We automatically send them the "Welcome Email." You don't need to do anything yet.
Step 2
You Talk to Them
What YOU Do:
If you call them or they reply to an email, drag their card to the "TALKING" list.
What the SYSTEM Does:
We stop the automated email blasts so you can have a personal conversation.
Step 3
You Make the Sale
What YOU Do:
Drag the card to "SOLD". Enter the price in the "Deal Value" box.
What the SYSTEM Does:
We log the sale in your Finance Spreadsheet, calculate your commission, and set a hidden timer for next year's renewal.