Post Sales/Discovery Call Workflow

A Comprehensive Guide Created To Help Agency Owners Streamline & Systemize Their Sales Cycle.

Keep an Accurate Pipeline, Close More Deals & Eliminate Repetitive Tasks.

In this tutorial I'll be going over 2 different methods to set up this system inside your own business.

One is a free method using G-Docs for the contract creation, and the other is a paid method using PandaDocs for the contract creation. The PandaDocs method can be edited and used with whatever e-sign software you're currently using (DocuSign, Adobe Sign, HelloSign, esignatures.io etc.)