Sales Pipeline

Do you need ways to track your sales progress and keep your leads alive? Most sales in B2B require five follow-ups after the first meeting. What are you doing to manage all that and stay top of mind? 

The 3 Essential Tools for Building B2B Follow-Up & Conversion Sequences.

Build Anticipation


Track Sales

Build Anticipation Before the Meeting

Launch Automated Email Count-Down Sequences.

After you book a meeting with a future client, how do you elevate anticipation? How do you ensure that the lead does not postpone, reschedule or even ghost you? With, you can create email campaigns that deliver value before the meeting. That way, when the call happens, you’re both on the same page. After the meeting, do it again.

Reminders to Follow-Up after the Meeting

Never Fail to Follow Up Ever Again.

The most reliable way to lose a potential client is your failure to follow-up. If you promised to send the Prospect a Proposal, you must do that. If they asked you to connect again in a week, it’s your job to make that happen. But the more people you have ‘on the hook’, the harder this gets. Now you can set up reminders and tasks. Never drop the ball again!

Monitor Your Projected Sales

Start Weighting Your Sales Pipeline.

You cannot manage what you cannot measure, right? And one of the most important metrics to track in any B2B business is ‘Projected Sales’. Do you know how many clients you are likely to close next week? What about next month? Or next quarter? How do you do this? Sales Pipeline ‘Weighting’.

“Regardless of your technical ability you are going to get an end to end result. I was really amazed at how easy and complete it is."

- John Weichard,  Product Development Consultant

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Your questions answered

Can you do the setup for me?

Yes! The SETUP PACK is the most popular option for business owners who value the support and guidance of a specialist. For $997, a dedicated member of our team will do the heavy-lifting for you, starting with a PRIVATE FUNNEL MAPPING CALL (to devise your own personalized strategy), followed by a 90-MINUTE SETUP SESSION (where we build the essential ingredients of any highly successful B2B funnel).

This is your opportunity to build a lead-generating Landing Page, assemble a data-capturing Diagnostic, create am eyeball-grabbing Booking Form and launch your first trust-building Email Sequence. Plus, as part of this pack, you will also get 3 MONTHS of the B2B DASH PRO PLAN, valued at $297 a month, at no extra cost. (That’s $891, over three months). In other words, for a few extra dollars, you can get it done, and quickly, with the support of a specialist consultant.

I’m really new to this stuff. Can you help with strategy?

Great question! Technology is nothing unless you have a sound strategy to guide you. That’s why, in partnership with the B2B School, each plan is supported by a Strategic Training Pack. When you sign up to the STANDARD PLAN, you will unlock our ‘FIRST FUNNEL’ CHALLENGE training program. The PROP PLAN comes with our 90-DAY DASH PROGRAM, plus our EMAIL TEMPLATE swipe file. The SETUP PLAN comes with ALL THAT plus access to out Private Group Mentoring Calls. That way, you get the TECHNOLOGY and the STRATEGIC INSIGHTS you need to succeed.

What if I want to switch plans? Is that okay?

Definitely. Most users of B2B Dash start on the STANDARD PLAN and then graduate to the PRO PLAN. And, of course, if you want to start with the PRO PLAN or SETUP PACK and access the BONUS TRAINING and SUPPORT, you can downgrade from PRO to STANDARD later. We have no lock-ins, so you can upgrade, downgrade or quit any time. Just send us and email and we’ll make that happen!

If I don’t want to use B2B Dash anymore, can I export my leads and contacts?

Of course! This goes both ways. You can export and import contacts when using B2B Dash.

Can I use B2B Dash to replace my existing Landing Page Builder… or my Diagnostic Builder… or my Appointment Booking Tool… or my Payment Cart Builder… or my Payment Merchant… or my Email Auto-Responder Tool? Or my… hang on? You do all of those things, right?

Yes. There are MANY tools available to help B2B business owners, ranging from $30 a month… to $3,000 a month! With B2B Dash, you get access to all the most important tools, plus you can now monitor all the data in one place. That’s why we call B2B Dash the Ultimate Dashboard for B2B Client
Acquisition and Onboarding. It’s the complete suite plus a dashboard that can’t be beat.