Brad WilliamsFully Paid ProjectsOnce a job was completed and the customer paid in full, we would send an auto email thanking them for their business and asking them about…Jun 1, 2022Jun 1, 2022
Brad WilliamsMailing List(s)We used Mailchimp for our mailing campaigns. We had a monthly newsletter that was sent out to our entire mailing list and that was handled…Jun 1, 2022Jun 1, 2022
Brad WilliamsMy Sales ProcessDuring my time as Sales Operations Manager for Flying Colors Painting Co., I developed an integrated sales pipeline. Below is a process map…Jun 1, 2022Jun 1, 2022
Brad WilliamsCreate Customer and Job in QuickbooksOnce the deal was sold, we created a project in Asana and the deal in Quickbooks.Jun 1, 2022Jun 1, 2022
Brad WilliamsCreate a Project in AsanaWhen a deal was won and we got a signed proposal, I created a Zap that used the “Won” stage in Pipedrive as the trigger to create a new…Jun 1, 2022Jun 1, 2022
Brad WilliamsBid GivenThis is when our estimator held a bid, felt it was a qualified project for us, and extended a formal bid and pricing quote. At which point…Jun 1, 2022Jun 1, 2022
Brad WilliamsAppointment without a BidSometimes, our prequalification process failed and we let bids through that were not qualified prospects. In this case, they would not be…Jun 1, 2022Jun 1, 2022
Brad WilliamsQualified Leads not Automatically ScheduledOccasionally, we would have people who would find us online but not want to book an appointment at that time. They would then fill out the…Jun 1, 2022Jun 1, 2022
Brad WilliamsWeb LeadsI was focused on driving traffic to our website and creating the qualification process to ensure that only the most qualified candidates…Jun 1, 2022Jun 1, 2022
Brad WilliamsInbound Phone CallsFlying Colors had been around for 40 years, so many of our longtime and existing customers were in the 60+ demographic and a subset of that…Jun 1, 2022Jun 1, 2022