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Pipeline Meeting

Business & Economics Podcasts

If you feel alone managing your business' sales pipeline... Welcome! Consider this your invitation to join Harris Kenny for a regular sales Pipeline Meeting. We will discuss finding new business and pricing. Things like getting ghosted. Winning proposals, new technology, and a lot more. Brought to you by Intro CRM.

If you feel alone managing your business' sales pipeline... Welcome! Consider this your invitation to join Harris Kenny for a regular sales Pipeline Meeting. We will discuss finding new business and pricing. Things like getting ghosted. Winning proposals, new technology, and a lot more. Brought to you by Intro CRM.

Location:

United States

Description:

If you feel alone managing your business' sales pipeline... Welcome! Consider this your invitation to join Harris Kenny for a regular sales Pipeline Meeting. We will discuss finding new business and pricing. Things like getting ghosted. Winning proposals, new technology, and a lot more. Brought to you by Intro CRM.

Twitter:

@introcrm

Language:

English


Episodes

Our New Customer Onboarding Process

4/26/2021
As we bring new customers onboard at Intro CRM, we were thinking about the best way to do it. Along came Arrows, a tool that elevates the customer onboarding process. In this episode, we talk through who needs to think about onboarding, what constitutes a good customer onboarding process, and three things we like about Arrows. Plus, an unexpected use case. Read the episode transcript here. On the Intro CRM YouTube channel: Customer Onboarding Process Demo of Arrows → On the Intro CRM blog:...

Duration:00:09:39

Your virtual sales assistant

3/26/2021
The team has been busy and growing over the last six weeks. Harris brought in four new people to help execute the new concierge services offering in Intro CRM, which is that we literally help you with sales. Think building a lead list, qualifying inbound leads, preparing proposals, and more. In this episode, you'll get a sense of where we're going next. Announcing a new offering from Intro CRM: Introducing Concierge Services → Meet the newly expanded team: About Intro CRM → Tyler Tringas...

Duration:00:06:40

Intro CRM Basecamp Integration

2/12/2021
The Intro CRM Basecamp integration was the first one that I announced in 2020, it's live and I want to share more details about how it works. I also talk about Jason Fried, DHH, and some of the other members of the Basecamp team who have inspired my work over the years. Basecamp CRM integration →Intro CRM Basecamp documentation →Basecamp →Rework podcast →The sales topic today is a challenge for you. How much do you need to know about your product to be successful selling it? In my...

Duration:00:10:38

Intro CRM Beta Release

1/27/2021
Let's talk about what made it into the beta release and the problems he's trying to solve with Intro CRM. Learn how freelancers and entrepreneurs can quickly add deals; integrate with tools like Basecamp, Trello, and Asana; and forecast your cash flow. The overall theme for the episode is making the most of the leads you have. If you have a leaky funnel, it's not much good pouring more leads into it—particularly if you're bootstrapping. Harris is looking for ideas and feedback about how to...

Duration:00:10:28

Do grants count as sales?

12/9/2020
Harris shares new updates to the Intro CRM alpha that's being tested right now. New updates include a host of UI and accessibility improvements, single click importing, and the ability to configure deal stages to refine your sales and go to market process. There's also a big announcement: Alpha testers will get one year of Intro CRM for free. If you are interested in trying Intro CRM, you have until the end of December to join the alpha testing group! The project will move into private beta...

Duration:00:10:20

Should you sell to people you know?

11/30/2020
In this episode, Harris talks about how selling to people you know can jumpstart your business. It can also be a source of frustration as those deals may never close. Whether it's friends and family or past colleagues, these are people you know and who you in return. So, should you avoid selling to people you know? Harris shares two tips that can make this source of sales worthwhile. This episode also kicks off a series focusing on tools that you can use to grow your business like...

Duration:00:12:04

Personal News

11/23/2020
In this episode, Harris shares some big personal news featuring a special guest from an eight-week old guest whose arrival caused the show to go on a short hiatus. Next an update on Intro CRM. The CRM integration with project management tools like Basecamp, Asana, and Trello is complete and available for alpha testers. Harris talks through the rationale of how the integrations work today. If you don't want to spend all day in your CRM, then this tool might be for you. Whether you are a...

Duration:00:05:35

Who are they?

9/16/2020
In this episode we explore the question of who are you selling to? Building on who you are—as we explored in our last episode—it also matters who they are. Who is on the other side of the table? That can affect whether or not a deal is viable from the get-go. There are red herrings, or false leads that may present as quality leads but that don't materialize. We explore an example of that. We also begin to explore the concept of customer development. And the differences in needs for a needs...

Duration:00:11:31

Who are you?

9/3/2020
The theme this week is simple: Be yourself. Can you think of ways that embracing yourself (or your business) might help you? Whether it's closing a deal, hiring someone, or just navigating a tough situation with a little more grace. This episode features the first guest submission from friend of the show Alex Medick. Alex is a freelance full stack digital marketer—or at least, that's how he describes himself these days. Learn about that evolution and how his business is up nearly 50% as a...

Duration:00:11:30

Audit Your Pipeline

8/26/2020
For the first full episode, Harris put together a worksheet that you can use to go through and audit your pipeline. Whether these leads came in before or during the Coronavirus pandemic, it's worth taking a step back and getting a sense of what you're really working with. He put together a framework that will help you put those leads into one of six buckets, so you get take control. If you have leads that feel stuck, try this out. Listen to the episode or read the episode...

Duration:00:12:51

Trailer (August 2020)

8/10/2020
Pipeline Meeting is a space for people who don't have anyone else to talk about their sales pipeline with. Whether you are a founder or the person responsible for sales... Welcome. Keep an eye on your podcast feed for future episodes, coming soon. --- Pipeline Meeting is a podcast brought to you by Intro CRM, a simple, privacy-friendly CRM for entrepreneurs and freelancers. Hosted by Harris Kenny. Website: https://introcrm.com/ Twitter: https://twitter.com/introcrm/ LinkedIn:...

Duration:00:02:43