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Pipeline Setup

Pipeline Overview

Creating Discovery & Strategy Call Booking Pages

06:03
06:03
06:03

Creating Demo / Closing Call Booking Pages

06:13
06:13
06:13

Inquiry Form Setup

07:55
07:55
07:55

Closing Form Setup

08:30
08:30
08:30

Inquiry Approval Automation

00:00
00:00
00:00

Discovery Call Automation

09:34
09:34
09:34

Closing Automation

17:06
17:06
17:06

Connecting Core Offer to Closing Automation

04:28
04:28
04:28

Strategy Call Automation

06:56
06:56
06:56

Creating Demo & Closing Call Automation

05:37
05:37
05:37

Creating Automated Onboarding Tasks

08:28
08:28
08:28

Onboarding Clients Successfully

17:44
17:44
17:44

Pipeline Overview

Create your accounts:

  1. Click here to create your Notion account

  2. Click here to create a Fillout account

  3. Click here to create your Relay account

Contact Support

Contact Support

Contact Support