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MODULE 2 - TACTICAL LESSON: WORKFLOWS 101 | Not-So-Freaky University

MODULE 2 – TACTICAL LESSON: WORKFLOWS 101

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How many steps are there in your funnel, at the pointy end? And how many steps are there between those steps? Do you know? Most people don’t.

And that’s partly because every business is different. But it’s mainly because, when a business does NOT have a formal workflow, most deals don’t happen the same way. This is a big strain on the brain!

But, if you can isolate these common steps AND map out your own process, you can make your sales funnel more consistent, more reliable and more repeatable. MAP IT & ASSEMBLE IT BELOW.

RFA CHALLENGE: EIGHT STEP WORKFLOW

Use this video to fire up your brain before watching the tactical lessons below. (OR POST YOUR QUESTIONS & IDEAS ON FB HERE.)


WORKFLOW SETUP

Every workflow in every business will be different. However, there are several common stages that many share. In this training module, Simon assembles a universal workflow, using Ninjodo.


WANT NINJODO? TO GET TWO MONTHS FOR $1, CLICK HERE.

Open 8 Step Workflow Guide in Fullscreen

WORKFLOW NOTES

1. Incoming SMIQ

2. Qualifying

  • Shot Across The Bow
  • Chin Wag
  • Demonstrate Value
  • Single Sentence Follow Up

3. Meeting Booked

  • Social Tap
  • Demonstrate Value
  • Send Agenda

4. Meeting Complete

5. Proposal Sent

6. Proposal Accepted

7. Deposit Requested

8. Deposit Paid

ADDING LEADS & TASK REMINDERS

What are the steps between the steps? Will you need reminders for all those steps? Let’s get those out of your head!


WANT NINJODO? TO GET TWO MONTHS FOR $1, CLICK HERE.


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