Design Your First Sales Blueprint!
Course Intro
4 Topics
Walking Through a Blueprint
Making Do Without a Blueprint
Our Blueprint Use Case
The Vision for Affluence Financial’s Blueprint
Create the Blueprint Structure
15 Topics
Pre-buildout Field Customization
Email Notification for our Blueprint
Navigate to and Open the Blueprint
Add States and Build Out the “Flowchart”
Naming the Transitions
The Before, During, and After a Transition
Always Leave a ‘User Message’
Requiring Fields and Finishing Blueprint Actions
Slow Down and Review Our Progress on the Flowchart
Set Up the Workflow Rule Email Drip
Zoho Form Adjustment and Email Notifications
Build the Lead Discovery Form Automations
Auto-convert Leads and Finish the Blueprint
Using Common Transitions
Blueprint Review Questions
Testing Our Blueprint on the Front End
4 Topics
Entering Existing Record and Test the Blueprint
Review the WHY and Look Back to Our Flowchart
Running a New Lead Through to Conversion
Last Thoughts On Blueprints
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Running a New Lead Through to Conversion
Design Your First Sales Blueprint!
Testing Our Blueprint on the Front End
Running a New Lead Through to Conversion
One last test to run through our blueprint and demonstrate how it looks on the front end!
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Design Your First Sales Blueprint!
Testing Our Blueprint on the Front End
Running a New Lead Through to Conversion
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