Close more deals with Pipeline Essentials

Sick of losing sales deals?

Lean how you can close more deals with Activity-Based Selling and a Sales CRM.

Pipeline Essentials covers the essentials about getting started with Pipedrive (a popular Sales CRM) and starting to use Activity-Based Selling to manage your leads.

Pipeline Essentials is a ~90-minute, 10-lesson video course that gives you an ‘over the shoulder’ look, with guidance from Kai Davis, on how to set up and use your new Pipedrive CRM account.

Sick and tired of losing sales deals?

My friend, are you:

  • Struggling to close clients?
  • Sick of seeing sales leads slip through the cracks?
  • Tired of losing out on deals because of communication and follow-up issues?

Do you just wish this whole ‘sales’ thing took care of itself?

You’re in luck, my friend. You’ve found Pipeline Essentials.

Imagine being in control of your sales process and pipeline

Imagine for a minute that it’s a day far in the future. You’ve successfully learned the skills, processes, and systems that you need to master your sales pipeline.

What does that future look like to you?

  • Do you feel calm and in control?
  • Do you have more time to spend on your business?
  • Are you proud of a sales pipeline that’s producing high-quality leads?

If you want to move towards your ideal vision of the future, the first step is mastering your sales pipeline and starting to use Activity-Based Selling.

Presenting, Pipeline Essentials

Inside Pipeline Essentials, you’ll learn:

  • How to take control of your sales process
  • How to get started using ‘Activity-Based Selling’
  • How to use a Sales CRM to manage your sales pipeline and track all the details
  • How to backwards plan your sales targets β€” and then your targets using ‘Activity-Based Selling’

These short video lessons focus on the essentials you need to know to get started with Activity-Based Selling and start using Pipedrive’s Sales CRM.

“As a software developer running an agency, Sales is so important but the process of selling is intimidating. The insights and methodology you provide around activity based selling have helped me get over the what-if-they-say-no anxiety.”

β€” Evan DeLaney, Founder, Fishhook.com

“I’d love to see a sample of the content”

Of course! Enjoy this sample 7-minute video on Activity-Based Selling:

My “Smile On Your Face” Refund Guarantee

I want you to have a smile on your face. If you are less than 100% satisfied with your purchase, just email me and say so. Once I hear from you, I will immediately click “Refund” and return 100% of your money to you, no questions asked.

Questions, Frequently Asked

Who is Pipeline Essentials for?

Pipeline Essentials is perfect for freelancers or indie consultants who are looking for a process to help them take control of their sales pipeline and processes.

In Pipeline Essentials, you’ll learn a simple methodology for managing your sales process β€” Activity-Based Selling. And you’ll get started with an affordable Sales CRM that will help you track + take control of your sales process.

Pipeline Essentials’ video lessons will show you how to set up and get started with Pipedrive, the Sales CRM I use and recommend. These lessons are made with freelancers and independent (solo) businesses in mind, like a freelance software developer or indie consultant consulting on marketing.

The video lessons (with included transcripts) will help you get started using Pipedrive and start using Activity-Based Selling in your business.

Pipeline Essentials is not recommended for companies with large, more-than-ten-person sales teams.

What’s Included in Pipeline Essentials?

Pipeline Essentials is an easy-to-follow, ‘over the shoulder,’ step-by-step 10+ part video training program, coming in at under 90-minutes, teaching you how to set up a pipeline for your business and get started with Activity-Based Selling with PipeDrive.

“What are the video lessons?”

  • Lesson 1: Pipeline Essentials Outcomes
  • Lesson 2: Signing up for and configuring Pipedrive
  • Lesson 3: Setting up your Sales CRM
  • Lesson 4: The anatomy of a deal
  • Lesson 5: Processing your Pipedrive inbox from ’emails’ into ‘deals’ and ‘activities’
  • Lesson 6: How to manage your pipeline
  • Lesson 7: Acting on Activities
  • Lesson 8: Your next steps
  • Lesson 9: Doing CRM right

You’ll have transcripts of every video to read as you watch or review:

“Are there any bonuses?”

Bonus #1: PipeDrive Sales CRM Extended 30-day Trial ($29 Value!):

You’ll receive an extended 30-day trial to the sales CRM that I personally use and recommend: PipeDrive. Enjoy 30-days to set up and start managing your sales pipeline, as a gift from me to you.

Bonus #2: Video Recording: “A Freelancer’s Guide to Outreach”

Want to fill your Sales Pipeline? You’ll want to consider an outreach campaign, either to your existing clients, past leads (and past clients), or new prospects. In this recorded video webinar (Plus Q&A), you’ll learn you, dear freelancer or consultant, can use Outreach Marketing best practices to fill their pipeline with conversations with clients.

Bonus #3: Video Presentation: “Building Better Outreach Lists”

How do you get in touch with more people through Outreach? By building better outreach lists.

Covering prospecting and outreach list building, this presentation and Q&A session will give you actionable information on building your prospect list so you can fill your pipeline with warm leads and hot conversations.

Bonus #4: Expert Interview: “Steli Efti Expert Interview on ‘The Importance of Follow Up”

In this 30-minute video interview, Steli Efti (founder of Close.io and author of The Follow-up Formula) and I discuss effective follow-up systems and strategies and how to persistently and politely follow up with a prospect.

Pipedrive is world class at giving you tools to remind you to follow-up with your prospects (that’s the foundation of ‘Activity-Based Selling’). In this Expert Video Interview, you’ll learn from Steli on how to do follow-up the right way.

“Who is this not right for?”

This is not right for you if:

  • You have a large sales team (10+ people)
  • You’ve never sold your services before as a freelancer
  • You’re looking for a ‘done for you’ option for setting up/training you on using a CRM
  • You aren’t willing to put the time, effort, attention, and energy into doing this well yourself

Order Pipeline Essentials Today

Inside Pipeline Essentials, you’ll learn:

These short video lessons focus on the essentials you need to know to get started with Activity-Based Selling and start using Pipedrive’s Sales CRM.

“As a software developer running an agency, Sales is so important but the process of selling is intimidating. The insights and methodology you provide around activity based selling have helped me get over the what-if-they-say-no anxiety.”

β€” Evan DeLaney, Founder, Fishhook.com

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