<aside> 💡 IMPORTANT INSTRUCTIONS: Read the post at https://kickassfreelancing.com/my-sales-process for an overview on my sales process & instructions on how to customize this document to work for you.
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<aside> 😴 TLDR: 👉 Each of these pages has a checklist of things for you to remember to cover in that stage. 👉 For the sales stage, be sure to record your sales calls with Loom and re-watch them, and if you notice pieces of info you wish you’d asked for, or parts of the call where you fumbled, refine your process to rely less on split-second decisions and more on following the process.
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<aside> 🪄 BONUS: 👉 If you’re using my Notion Project Template, it might be worth integrating these 3 sales phases as project phases within that template, and adding a new client page for each prospective customer you speak with. (Or alternately, working these into part of a broader Notion-based sales-and-conversion CRM — email me if you want to request that I make one.)
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