Sarah Jolly Jarvis

And then you would then go on to have purchased or signed up or awaiting payment. And then as a final step, you would have not interested at this point. I tend to keep my not interested in my pipeline. If they are absolutely not suitable, unqualified, you wouldn't want to work with them.

And then you would then go on to have purchased or signed up or awaiting payment. And then as a final step, you would have not interested at this point. I tend to keep my not interested in my pipeline. If they are absolutely not suitable, unqualified, you wouldn't want to work with them.

then i will remove them off that pipeline but a lot of the time i like to be able to see um those individuals that i potentially want to follow up with in the future or if situations change it is very important to keep those notes of those individuals then up to date so that you can you know reflect on those um and refer to them so that you can you can make decisions in the future

then i will remove them off that pipeline but a lot of the time i like to be able to see um those individuals that i potentially want to follow up with in the future or if situations change it is very important to keep those notes of those individuals then up to date so that you can you know reflect on those um and refer to them so that you can you can make decisions in the future

then i will remove them off that pipeline but a lot of the time i like to be able to see um those individuals that i potentially want to follow up with in the future or if situations change it is very important to keep those notes of those individuals then up to date so that you can you know reflect on those um and refer to them so that you can you can make decisions in the future

your CRM literally is only as good as the notes that you've got against those names because those names particularly when you're starting with volume can quickly get out of hand and you have no idea who those individuals are having those leads all in one place is the only way to keep on top of them and to make sure that nobody is slipping through the net it's also as I said before a very very good way of being able to understand where people disappear okay so when I say drop off

your CRM literally is only as good as the notes that you've got against those names because those names particularly when you're starting with volume can quickly get out of hand and you have no idea who those individuals are having those leads all in one place is the only way to keep on top of them and to make sure that nobody is slipping through the net it's also as I said before a very very good way of being able to understand where people disappear okay so when I say drop off

your CRM literally is only as good as the notes that you've got against those names because those names particularly when you're starting with volume can quickly get out of hand and you have no idea who those individuals are having those leads all in one place is the only way to keep on top of them and to make sure that nobody is slipping through the net it's also as I said before a very very good way of being able to understand where people disappear okay so when I say drop off

And disappear is when those individuals are no longer in that sales process. So, for example, at the moment with Amy, a lot of people are getting that resource, but they haven't been followed up sufficiently enough for those conversations to happen.

And disappear is when those individuals are no longer in that sales process. So, for example, at the moment with Amy, a lot of people are getting that resource, but they haven't been followed up sufficiently enough for those conversations to happen.

And disappear is when those individuals are no longer in that sales process. So, for example, at the moment with Amy, a lot of people are getting that resource, but they haven't been followed up sufficiently enough for those conversations to happen.

So what we ended up doing was when we sort of reconvened on that session, we ended up talking about what words we would use, what comments we would use to open up that conversation and to get that individual thinking around additional support. And so those would be the things that you would look to do.

So what we ended up doing was when we sort of reconvened on that session, we ended up talking about what words we would use, what comments we would use to open up that conversation and to get that individual thinking around additional support. And so those would be the things that you would look to do.

So what we ended up doing was when we sort of reconvened on that session, we ended up talking about what words we would use, what comments we would use to open up that conversation and to get that individual thinking around additional support. And so those would be the things that you would look to do.

Sometimes we avoid actions and steps and things and we procrastinate when we're not 100% sure what to do on them. And so we address that so that way she can start focusing on that stage in that pipeline. The sort of cherry on the cake for us with this tidy up of the CRM and getting it up to date was that actually she realized that she generated 7,800 in revenue over the last three weeks.

Sometimes we avoid actions and steps and things and we procrastinate when we're not 100% sure what to do on them. And so we address that so that way she can start focusing on that stage in that pipeline. The sort of cherry on the cake for us with this tidy up of the CRM and getting it up to date was that actually she realized that she generated 7,800 in revenue over the last three weeks.

Sometimes we avoid actions and steps and things and we procrastinate when we're not 100% sure what to do on them. And so we address that so that way she can start focusing on that stage in that pipeline. The sort of cherry on the cake for us with this tidy up of the CRM and getting it up to date was that actually she realized that she generated 7,800 in revenue over the last three weeks.

The thing was that the reason why she wasn't seeing that land in her account was because a lot of those were through payment plans. And so they were smaller payments that were going to be over a period of time. Now, some people love to have money up front.

The thing was that the reason why she wasn't seeing that land in her account was because a lot of those were through payment plans. And so they were smaller payments that were going to be over a period of time. Now, some people love to have money up front.

The thing was that the reason why she wasn't seeing that land in her account was because a lot of those were through payment plans. And so they were smaller payments that were going to be over a period of time. Now, some people love to have money up front.