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Sales

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IT
The IT GuysSales

SALES DAY

What should I do next?

TODAY'S RHYTHM Finish anything due first. Then work a new prospect.
0 touches completed 0 new prospects waiting 0 need Josh
DO THIS NEXT

Nothing urgent right now.

Add another prospect or review the pipeline.

WHY THIS IS NEXT

Call Email
1Add a business
2Call, email, or visit
3Tap what happened
4The app schedules the next step

Upcoming meetings

PIPELINE

Prospects

Export CSV

NEW PROSPECT

Add a business

Call Email

CONTACT & BUSINESS INFO

Who are we working with?

Contact—
Role—
Phone—
Email—
City—
Employees—
Fit—

SCHEDULED MEETING

Discovery meeting

Teams invite still needs to be scheduled.

The meeting is not complete until the invite is on the calendar.

YOUR NEXT MOVE

1

SALES GUIDE

Make the first contact

Recommended
YOUR GOAL

GOOD OPENING

WHAT TO LEARN
    When you're done: Tap what happened below. The app will schedule the next step.

    FINISH THIS TASK

    What happened?

    Pick the closest result. The app will move this prospect to the right next step.

    WHAT SHOULD HAPPEN NEXT?

    Choose the next move

    Based on this stage, these are the most common next steps.

    Guided
    OTHER OUTCOMES Use these when the recommended moves do not fit what actually happened.

    Confirm this result

    This closes the current sales task. Make sure your note explains what happened.

    HOW TO COMPLETE THIS STEP

      Schedule the next step Give it enough detail that Alanna never has to remember it herself.
      Teams invite required

      Open the Teams scheduler. The subject, attendee, date, time, and duration will be filled in for you.

      EDIT PROSPECT

      Contact & business information

      Update this whenever the contact person, phone number, email address, or business details change.

      HISTORY