As far as I know, CRM's don't sweat
Sales Pipeline at Scale
VIP client care
— no sweat
Your Good Problem:
You have an influx of leads — great ones. But you’re doing everything manually (or with a messy conglomeration of tools) and it just takes So. Much. Time.
MAKE IT QUICK AND AUTOMATIC(and totally custom, too)
What you might be using right now:
Notebooks
Post-it Notes
Google Sheets
Cross-Referenced Google Sheets
Lists of
Contacts
Docs of Email Templates
Proposal
Templates
Follow-up
Templates
What that looks like:
Slack
#client-contracts: Have we received the contract back from Mike Berry yet? They were supposed to have signed yesterday
Airtable
New document added to Alan Barton
Stripe
You received payment of $2450 from KylieHarris@gmail.com
Lowri Patel just sent you a message
Asana
Due today: Write proposal for Carlos Hooper
You wish you could sail through the sales process smoothly
and prevent things from falling through the cracks.
See everything
Have one place where you can see everything that’s happening in your sales pipeline.
Get calendar clarity
Have the information you need to accurately project where new clients go in your calendar — at a glance.
Eliminate tedious tasks
Automate all the stupid little things (Copy. Paste. Refer back to emails. Update proposal. Resend invoice.) Liberate your brain space and your time.
How it works
1. Plan it
1-2 HOURS
Get it out of your brain
I ask you targeted questions so your process emerges clearly (in all its glory).
Define the pipeline
A clear pipeline process emerges with all of its moving parts. (We are not scared of moving parts.)
Develop a tech plan
We select software tools to automate the sales process, from centralizing contact information to keeping your calendar aligned with reality.
2. Get a tech stack
UP TO 3 SESSIONS
Get done-for-you set up
One phase at a time, I set up your tech and show you how to use it
Refine each step
As I walk you through the parts of your tech stack, we refine it together to meet your needs
Complete the stack
You can start using your new playground set of tools right away
3. Test & tweak it
UP TO 3 SESSIONS
Use it for real
Sit down every morning in front of ONE source of truth. Try out all of the tools in real-time, with real prospects. (Things are getting exciting. 🎉)
Get support
I'm here to soften the learning curve. Shoot me questions. I'll answer, and send walkthrough videos if you need them.
Achieve mastery
By the time we wrap things up, you'll be ready and automated, for any leads that come your way (and I hope there will be a lot)!
Pricing: $4,580
Includes email support for 30 days after setuP
These entrepreneurs were feeling stifled, until we automated together
Pssst! I actually don't take the credit for these things.
These people did all the hard work of building their business to the point of being ready to scale. I just helped them over the next hump.
Let's Compare
How much difference does automation really make?
Without Automation
Leave prospects hanging
while you figure out what needs to happen next, get distracted by a bajillion other things, and finally find that next template to send.
Miss new leads
Because you are too backlogged with the other guy’s proposal.
Live with invoicing nightmares
The Wave-Stripe-PayPal Trifecta
The Google Sheet-as-an-Invoice
The Uh-I-don’t-Even-Send-Invoices
With Automation
Give prospects a quick and easy next step — right away.
No thinking and overthinking, no fishing around for templates, and no forgetting to follow up. That part should happen automagically.
Process new leads quickly
Ask questions ONCE, direct information to one findable place, and share it all seamlessly across your team. Be impressive without trying so hard.
Integrate proposals and invoices
Eliminate the manual work you do for each new lead. Getting paid should be the easiest part.
MAKE SALES AUTOMATICBut the initial planning stage sounds so tedious. Figuring out exactly what needs to happen is going to hurt my brain.
That strategy step is my absolute FAVORITE!!! It is where the magic happens. (And it hurts your brain a lot less when you do it with me, instead of all by your lonesome.)
But I wouldn’t even know where to start with automation.
Right. That’s why you work with me. I know exactly where to start. 😂
But I hate comparing software! What a time suck.
Great! I already did that for you. 🙌🏻
But I know myself. The minute I finish an automation I’m going to want to change things.
And if you never set one up… you won’t want to change things? 🤔 Better to automate and tweak than never automate at all.
But what if it doesn’t work the way I thought it would?
No worries! We’re prepared for that. We allow time for the entire setup to evolve and we tweak it as we go along. It's a standard part of the process for a reason.
But setup is HARD.
I’d venture to say that no setup is harder. 😁 And it’s a lot easier when I’m doing the setup for you — which I do. That’s kind of the whole point.
But there are SO many tech choices and SO many online reviews.
I’ve done my own research and tried every recommended tool myself. So you don’t need to go by what some generic blog post says. You don't even need to read any of those bogus online “tech guides.” Ever again.
But my process is way too custom to each client! I can’t imagine how it could be automated.
Automation can be a PART of a process or workflow. Not just for repetitive tasks, but also for dynamic processes. You can personalize automation. (Like in this case study.)
But I have no time to set up automations! I’m too busy chasing my tail!
Obviously, no one will force you to make time to processify and automate. BUT the sooner you do this, the sooner you stop chasing your tail and free up hours in which you can take on more clients. You’ll also have time to develop more evergreen products that can help your bottom line while you're enjoying more “relaxed” time. (I know. You never really relax.)
Fabulous praise
from friendly clients
So much technical know-how and yet explains everything so clearly even to those 'technically challenged'
Chaya Miller
The Zapier whisperer... she clearly knows the ins and outs of that software.
Curt Sassak
I needed to be able to see everything in one place. So Irit set me up on Airtable. It’s set up with internal due dates. And it's synced with my Google calendar. Irit also set me up for weekly client updates with a template. And a statement of work template for new clients. Everything is connected with Zapier, and my Wave account is connected to it for invoicing. I don’t need a virtual assistant at the moment…I cleared up hours of work, and my business functions professionally.
Goldy Buxbaum
A to Z service, including a detailed summary of our sessions, as well as suggestions for improvement.
Noa Meir
Free Whizdom
for automating your sales pipeline
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FEATURED
The 4-Step Framework for Streamlining Your Sales Workflows
Your sales pipeline is the lifeblood of your company. It's the engine that powers your growth, fuelling a steady stream of new clients and revenue.But if that engine is sputtering - with inconsistent processes, repetitive manual tasks, and an overwhelming tech stack - your business will never reach its full potential. That's why optimizing your sales workflows should be a top priority. And it all comes down to following a simple 4-step framework
Sales Pipeline
Business Development
FEATURED
Setting up your processes
Whether you realize it or not, your business has processes, and they define how things are done. You may not have defined these proactively, but they developed as you grew your business. Understanding your processes can help you build a more stable business that can take on more work, with less effort. Ensuring you, your employees and your clients are taken care of in the best way possible.
Business Development
Project Management
Sales Pipeline
FEATURED
Give your customers a stellar process - lessons from a falafel stand
It’s never too late to define processes and get your business streamlined. Write out a list of the different processes you have. In the service industry, for example, these can include a sales pipeline, project management, content creation, etc.
