Prep Work

In this video you’ll want to prep your Website Evaluation product and your Airtable to track leads. Make sure you have an email tracking system in your emails and a good email signature with “Book a Call” link.

For Google Docs, make a copy to your Google folder so you can edit:

Referral Sales Page
Website Evaluation - SOW
Website Evaluation Email Sequence

For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects:

Outreach and Conversion - All Task Lists

For Airtable, click to DUPLICATE BASE to your own Airtable account. DO NOT edit the template. Click here for how you duplicate a base.

Airtable Base - Leads and Referrals