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Sales Pipeline Template For Digital Marketing Agency
A comprehensive pathway for digital marketing agencies to manage client engagement, from initial cold outreach to successful deal closure and soliciting valuable referrals post-sale.
Template FAQ
What are the use cases of the sales pipeline template for Digital Marketing Agency
The use cases of this sales pipeline template are as follow:
Lead Tracking: A sales pipeline template helps digital marketing agencies systematically track and nurture leads from initial contact to conversion.
Campaign Management: It enables agencies to align sales strategies with ongoing digital campaigns, ensuring a cohesive approach to client acquisition.
Performance Analysis: The template provides a clear framework for analyzing the effectiveness of different digital marketing tactics in driving sales, aiding in strategy refinement.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Cold: Research and identify potential clients in the digital marketing niche.
Sales Pipeline Stage 2 - Engaged: Initiate contact through a personalized email or LinkedIn message expressing interest in their business.
Sales Pipeline Stage 3 - Qualified: Qualify leads based on their response, interest level, and alignment with agency services.
Sales Pipeline Stage 4 - Ghosted: Send a gentle follow-up message to re-engage the prospect if they haven't responded in a while.
Sales Pipeline Stage 5 - Follow Up: Continue nurturing the relationship with valuable content and occasional check-ins.
Sales Pipeline Stage 6 - Discovery Call: Schedule and conduct a discovery call to understand the prospect's needs and goals.
Sales Pipeline Stage 7 - Proposal sent: Create and send a tailored proposal outlining the digital marketing strategy and pricing.
Sales Pipeline Stage 8 - Closed: Finalize the deal, sign contracts, and kickstart the digital marketing campaign.
Sales Pipeline Stage 9 - Referral asked: Request referrals or introductions from satisfied clients to expand the client base.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
