January Planning

January 21st, 2020|

So you’ve set your 2020 goals. Now what? This is the season when the internet lights up with countless articles about yearly goal-setting. That’s something we started with our clients around September/October so [...]

Week 7: Five Steps to Knowing Your Sales Pipeline

June 29th, 2018|

This week, we dug into the five steps of a sales pipeline: confirmed interest, qualifying, proposal, verbal agreement, and contract. We use a sales pipeline to understand our likely revenue for a period and plan our operations. If you finished eight grade, you have all the math you need.

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