Create the Perfect Sales Pipeline

complete the steps in this workbook

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Sales pipelines are about far more than just selling, they encapsulate all the hard work, preparation and planning required to consistently generate sales and hit targets year after year. This workbook has been designed to guide you through the process of setting up a sales pipeline capable of achieving your unique sales objectives.

The steps below can be followed regardless of whether you need to top up your pipeline or start from scratch:

  • Section A - Set Your Objectives
  • Section B - Create Your Universe
  • Section C - Engagement
  • Section D - Refinement