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07: Insane $10 Million Automated Sales Pipeline Using Proline + Zapier With 0 Admin Staff

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Manage episode 416159770 series 3553669
Content provided by Scott Tebay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Tebay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Small Town Roofer, Scott and his Marketing Director, Johna pull back the curtain and show you their brand new automated sales pipeline build in Proline with Zapier automations.

The amazing thing about this pipeline is that it will generate $10 Million in revenue this year and they built it themselves (they're roofers, not techies!) and it allows them to process $10 million in revenue with 0 administrative office staff.

You might think that an automated pipeline is cold and impersonal, but after this episode, you'll see how high touch it is and how the automations let them develop a better relationship with each and every client in a proactive way.

Show Highlights:

  • Using Proline CRM software for roofing business
  • Automating lead follow-up and appointment scheduling using Proline
  • Using Proline for roofing business management, including quote creation and proposal building
  • The Sales process automation using Proline software + Zapier
  • Streamlining sales process using Instant Leads, Lead Forms and Calendly.

Links and Resources:

Proline Roofing Software

Calendly

Zapier

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 416159770 series 3553669
Content provided by Scott Tebay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Tebay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Small Town Roofer, Scott and his Marketing Director, Johna pull back the curtain and show you their brand new automated sales pipeline build in Proline with Zapier automations.

The amazing thing about this pipeline is that it will generate $10 Million in revenue this year and they built it themselves (they're roofers, not techies!) and it allows them to process $10 million in revenue with 0 administrative office staff.

You might think that an automated pipeline is cold and impersonal, but after this episode, you'll see how high touch it is and how the automations let them develop a better relationship with each and every client in a proactive way.

Show Highlights:

  • Using Proline CRM software for roofing business
  • Automating lead follow-up and appointment scheduling using Proline
  • Using Proline for roofing business management, including quote creation and proposal building
  • The Sales process automation using Proline software + Zapier
  • Streamlining sales process using Instant Leads, Lead Forms and Calendly.

Links and Resources:

Proline Roofing Software

Calendly

Zapier

  continue reading

11 episodes

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