2. The Builders 6 Steps Setup Training - Opportunities

Summary:

This training offers an in-depth explanation of the "Opportunities" section within the Builders' 6-Step Sales Pipeline, showing how to effectively manage sales leads and automate tasks using the AutomationWorx platform.

Details of what’s in the video: 

Here’s a summary of the key points:

Overview:

• Opportunities Section: This is where the sales pipeline is managed. The training walks users through how to navigate and utilize this section, whether they are new to the platform or more experienced.

Key Steps in the Pipeline:

1. Pipeline Structure: The pipeline consists of several stages that represent the sales process, moving from left to right in logical order. Cards representing potential customers can be dragged through these stages.

   • Stages:

     • Ready for Initial Call

     • Send Questionnaire

     • Review Responses

     • Request Audition

     • Audition Call Booked

     • Site Visit

     • Follow-up Call or Meeting Needed

     • Estimate Sent

     • Deal Won

     • Not Suitable (for leads that are not a good fit)

2. Automation: Many stages are automated. For example, when a customer is moved to "Send Questionnaire," an automated email with a questionnaire is triggered. Once completed, the system automatically moves the lead to the next stage for review.

3. Task Assignment: When a lead requires action, such as reviewing a questionnaire, the system assigns tasks to the user. These tasks can be customized and rearranged on the dashboard.

4. Customization: Users can edit stages and automation settings, but are advised to be cautious when deleting steps, as this may break automation workflows. Adding new columns is safe, but any changes to existing columns should be made with care.

5. Manually Adding Opportunities: Users can manually add new opportunities to the pipeline, specifying details such as contact information, value, and the current stage in the process. The system allows for automatic initiation of workflows (like sending a questionnaire) based on the stage selected.

Final Thoughts:

The training emphasizes the flexibility and power of the AutomationWorx platform, encouraging users to thoroughly understand the system, customize it for their needs, and rely on support if needed. The 6-step process helps keep the sales pipeline organized, automated, and efficient. Users are encouraged to revisit the training as needed and reach out for support with any questions.