Ep134 Automated Marketing CRM, with Pete Romano

Manage Self, Lead Others: Emotional Intelligence and Leadership for Managers

Tune in to find out what you could - or should - be using with marketing automation and the customer journey. Pete Romano developed the Segwik CRM designed for automated marketing for complex sales, onboarding and customer management.

Go to . . . https://segwik.com/ninasunday . . . (for listener discount and to schedule a demo) for a CRM tool for:

- scheduling appointments

- managing client follow-ups

- handling customer queries

. . . . . and more

If you start at the customer journey entry point and work your way to scheduling a meeting, what do you say when you call them back?

What is the email sequence to use as a drip campaign?

What does the sales meeting look like?

What does the agenda of that sales meeting look like?

If they're ready to go, what does onboarding look like?

And then when they're on board, what does the project management look like?

CONTACT PETE ROMANO

https://segwik.com/ninasunday

ABOUT PODCAST HOST, NINA SUNDAY

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