1.The Builders 6 Steps Setup Training - Overview

Summary:

This topic provides an overview of a training session on setting up the Builders' Sales Pipeline, known as the "Kurt’s 6-Steps Pipeline," within the AutomationWorx platform.

Details of what’s in the video:

Here's a summary of the key points:

Overview:

• Purpose: The training guides users through the six-step sales pipeline for builders, specifically designed for those using the AutomationWorx platform.

Key Areas:

1. Automation: This is one of the primary sections where users will spend their time managing the pipeline. Automation handles the various triggers and actions that automate parts of the sales process.

2. Opportunities: Another crucial area, the "Opportunities" section, is where users track potential sales leads and manage interactions through different stages of the pipeline.

Prerequisites:

• Users are encouraged to complete the initial setup of the platform following the "Start Here" guide and help library before proceeding with this specific training to ensure everything runs smoothly.

This training provides a step-by-step walkthrough to help users effectively manage their sales pipeline, automating and tracking interactions with clients in a structured manner.