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28 CAS Sales: Create a Streamlined Sales Pipeline
Manage episode 438945114 series 3582811
Innhold levert av Roman Villard, CPA, Roman Villard, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Roman Villard, CPA, Roman Villard, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, and continuously improve your sales process for better conversion rates and client satisfaction.
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