Automation #6: Stage-Based Deal Playbooks | The Top 20 CRM Automations in the World
This is the most important thing a business owner can implement in their CRM, more impactful than any other automation. In this video, Lior Izik author of The Top 20 CRM Automations in the World, walks you through Automation #6: Stage-Based Deal Playbooks. Learn how to take your best salesperson's process, build it into the system, and make every employee perform at that level automatically.
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In this video you will learn:
• Why growing a business without playbooks and blueprints is, in Lior's words, "suicidal"
• The difference between a playbook and a blueprint, and why you cannot build one without the other
• How blueprints eliminate the months it takes to train a new employee and get them producing
• Why 99% of blueprints built by developers alone are not serving any real business purpose
• How management gets full visibility into every step of the process, and can spot problems before they become losses
• The exact process for designing a playbook: discovery, documentation, flowchart, implementation, iteration
• Why you need a consultant in the room, not just a developer, when designing your playbooks
• Real example: a loan officer blueprint that removes all the thinking and just tells them what to click
🔔 Next week: Automation #7.
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