Mastering Agent CRM's Pipeline Feature — Transcript

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1. 0:00in this video we will be covering the
2. 0:02daily use of agent crm's opportunity or
3. 0:06pipeline feature this is one of the two
4. 0:10main ways you can choose from to engage
5. 0:12with tracking and dispositioning leads
6. 0:16the other is the disposition system that
7. 0:18we'll cover in another
8. 0:21video under
9. 0:23opportunities every branding bundle will
10. 0:25come with a new
11. 0:28lead and an onboard for clients
12. 0:33pipeline if you've set up the
13. 0:38automations in the bundles themselves
14. 0:40and have put leads into the system in
15. 0:43the setup stage you may already notice
16. 0:46leads populated in your
17. 0:52pipelines many of the actions happen
18. 0:55automatically if Joe lead is in the
19. 0:57nurture stage Joe will be receiving
20. 1:00Communications from me and I can see
21. 1:02that he has not moved on to the
22. 1:03appointment set
23. 1:05stage I can also see that I have not
24. 1:08made a contact attempt to him
25. 1:11yet but if Joe receives that email and
26. 1:14Joe clicks on the link and books an
27. 1:16appointment Joe's card will
28. 1:19automatically move to the appointment
29. 1:20set allowing me to see an overview of
30. 1:24where every lead is at broken down by
31. 1:28stages but notice as well that I had the
32. 1:31opportunity to drag Joe's
33. 1:34card while he may move automatically
34. 1:37there are some actions that you will
35. 1:39need to take to ensure the right
36. 1:41communication goes out to each
37. 1:44lead for example if I made a call to Joe
38. 1:48and I could not get through I can drag
39. 1:50him to no contact and that would send an
40. 1:52email and a text saying Hey Joe I tried
41. 1:56to reach you let's connect
42. 2:00if Joe books an appointment and he shows
43. 2:02up
44. 2:03here and when I sit down and set aside
45. 2:06time for Joe and he does not show up I
46. 2:09want to drag Joe to the Nosh show stage
47. 2:12and that will send an email that says
48. 2:15Joe let's plan another appointment I'm
49. 2:18sorry we missed
50. 2:20you or if the appointment was complete
51. 2:23but we did not close the sale we can
52. 2:26drag Joe to the appointment complete
53. 2:28column
54. 2:30emails that are relevant to each stage
55. 2:32are going to be sent out by the act of
56. 2:35me dragging Joe to that column if it was
57. 2:38not a good fit he was not interested in
58. 2:41the policy dragging to abandoned will
59. 2:44tell him hey if you change your mind you
60. 2:47know who to talk
61. 2:49to or if a sale was made drag to a sale
62. 2:56made each column has different actions
63. 2:59that are triggered as a result of
64. 3:01dragging to that
65. 3:03stage once Joe goes to sale made he will
66. 3:06change over to the onboarding client
67. 3:09Pipeline and his card will start to move
68. 3:12through here
69. 3:13automatically as time
70. 3:16progresses but you can also continue to
71. 3:18drag him along to move him to the next
72. 3:20stage a little bit more
73. 3:23quickly if you have any questions about
74. 3:25what happens in each stage notice that
75. 3:28the numbering and coloring aligns with
76. 3:31the
77. 3:33automations going to the automations
78. 3:35section finding your branding bundle and
79. 3:38finding the corresponding color and
80. 3:40number will let you know what is
81. 3:42happening inside of those
82. 3:45actions if you want to know the emails
83. 3:47and
84. 3:48messages notice here that the test
85. 3:51contact is now enrolled in the possible
86. 3:53sale
87. 3:57campaign this is the email that sent in
88. 4:00alignment with that pipeline Sage
89. 4:11step returning to the opportunities Tab
90. 4:15and going back to New Leads we can see
91. 4:17how this view is a very visual-based way
92. 4:21to engage with leads and have a
93. 4:22breakdown of each stage and where your
94. 4:25contacts are at Additionally you can
95. 4:28collapse
96. 4:30each stage to find the ones that are
97. 4:31more important to you to focus
98. 4:34on you may find from time to time that
99. 4:37some of your columns have a lot of
100. 4:38contacts in
101. 4:40them for example if 3.1 yellow noow was
102. 4:44filled with contacts you may choose as
103. 4:47you start your day to highlight that
104. 4:49column and make some outbound calls to
105. 4:51try to move people to the next
106. 4:54stage from left to right notice that
107. 4:57there's a natural progression so the
108. 4:59goal of using this tool the
109. 5:02opportunities or pipeline tool is to
110. 5:05move people from left to right all the
111. 5:08way to salade getting people to the next
112. 5:11stage in their relationship with you is
113. 5:13going to be the goal of using this
114. 5:18pipeline take some time and put yourself
115. 5:21in as a
116. 5:23contact test yourself out and see how
117. 5:26this feature Works additionally review
118. 5:29the autom and emails that correspond
119. 5:31with each stage to understand how you
120. 5:33can use this in your daily experience to
121. 5:36optimize and track each lead in your
122. 5:39system