Closing $3M+ in B2B sales across three industries

The situation

KenjiFlow founder Danny Carlson learned how to automate sales and marketing processes through the grind of working as a high-ticket closer across three industries: digital agency, mergers and acquisitions, and finance.

After closing over $3,000,000 in sales, clear ways to boost sales team efficiency, show rates and close rates became apparent.

The playbook

• Automated prospecting. Prospects were found, enriched and qualified automatically, so reps spent their time talking to people who fit instead of building lists by hand.
• Automated proposal, quote and collateral generation. Proposals, quotes and supporting materials were generated from the details of each deal, so the right documents reached the prospect fast and looked consistent every time.
• Automated sales follow-up. Reminders and follow-up sequences ran on a schedule, before and after calls, which helped lift show rates and kept deals moving toward a decision.
• Automated sales reporting. Pipeline, show rate and close rate numbers were collected and reported automatically, so the team could see what was working and fix what wasn't.

What this means for your business

The steps that win deals are the steps that can be automated: capture the lead, enrich it, follow up on time and keep the CRM current. KenjiFlow builds that for your team so your people spend their time on the conversations.