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📓 Resources & Guides

  1. Whenever you reach out to any prospect, add it in this Outreach sheet to keep track of Followups. You can also use this with email automation softwares by building out automation that adds leads here after email is sent under any campaign.
  2. As soon as you mark “Converted”, the client is automatically added to Client database and a new project is created in the Project Database.
  3. You can also make a Lead Qualification Questionnaire on Tally.so and integrate it with Notion to transfer all leads into the CRM automatically. </aside>

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📍 Shortcuts

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Performance

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Backend Pages

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💸 Sales Pipeline

Sales CRM

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