Brian needs to get out of the sales end of AudienceOps and transition sales to a team based system. Jordan was heavily focused on integration, but is now jumping back into sales. So on today’s episode we compare notes of our processes in CartHook and AudienceOps. The process itself is four steps and we share what we do at each step and how it works for us.
The four steps of process building that we break down include:
- Collecting data to build a list
- Sending out optimized cold email messages
- Having 2 options for an incoming customer
- Designing a CRM system
For Brian the goal is to have systems in place so that somebody other than him is handling all the sales calls. To that end he plans to build the system needed, train a sales person and provide them the leads, add another salesperson or two as needed and ramp it up. Jordan is looking forward to turning his attention back on sales after having been focuses on integrations.
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