IOE Sales Process 2024 Q4

This is the process when Marketing generates leads and how those leads go through the pipeline from contact records to deal records.

HubSpot Sales Funnel Q3

This is how marketing and sales will work together within HubSpot. from ads & landing pages to contacts and deals

Updated Mindmap Q4

This is an overview of the new automated sales process proposed and implemented by Evans.

Metrics For Sales Team Q4

How to handle leads in the Deals Section for Sales Team. This will show you which fields are mandatory to fill out so reports can be generated.

Marketing Numbers Q4

This will be the weekly spreadsheet used by sales to track the progress of marketing leads and costs. Sales has a part to play as well.

New Deal Auto Emails

Emails that go out while lead is in the pipeline.

Auto Text Messages

Texts that go out while lead is in the pipeline.