Client Robot

Does your team know who to follow up with next?

Getting the leads but losing track of the sales?

Not sure who’s following up with whom?

Ever rung someone up only to be told “yes, I spoke about that with your colleague yesterday”?

All growing businesses hit this point. Where you’re all working so hard that things start to fall through the cracks.

Wish it was easier to keep track of leads, prospects and clients?

Imagine if you dealt with all prospects consistently. So you could see at a glance which potential deals were going well and which were likely to go wrong.

Wouldn’t it be great if you could take your best staff member and clone them? So everyone else worked the same way?

What if you could start work in the morning and know exactly which simple tasks you needed to complete to be sure of winning another client.

You already know the answer…

You need a sales process

Define your sales pipeline with different stages – from qualification through to delivery.

Learn from your best staff and make it easy for the rest to follow them.

Know which prospects need a follow up instantly. And more importantly, know whose responsibility it is to make that call.

Define and refine simple daily and weekly goals for your team and learn exactly how many leads, how many calls, how many meetings it takes to win that client.

Get better qualified clients. With more interesting work and bigger budgets.

I can design your process with you, then implement it using a CRM software package, automating many of the tasks, so your team can concentrate on bringing in bigger and better clients.

Because nearly all large successful companies these days use a CRM tool to make sure that no sales opportunities are lost.  

Some kind words

A CRM System is a valuable tool we did not have till Baz expertly installed and trained us in its use … All this data is not only useful but we can act upon it and see that it turns into bottom line profits!

Carl Walsh, the Bed Guru

If you need to keep track of your opportunities and make sure none slip through your fingers, you can fill out the application form here.

Apply to join

How does this work?

We work with software designed for businesses trying this out for the first time, without making a huge investment.  I can guide you through the entire process, so you get a system that’s tailored perfectly for you.

The first stage is to find out how you work.

I listen and then together we design your pipelines, specifying the actions you should take (like “make a call”, “arrange a meeting” or “send a proposal”) at each stage.

Next, I set up some software to implement these pipelines. Pipedrive is a CRM database that lets you define your sales pipeline and see who’s at each stage visually. Zapier is an automation tool that links Pipedrive to your other systems. And Drip is an email tool that can take some of the grunt-work out of staying in touch with people.

Finally, Pipedrive and Drip can produce a lot of reports. A lot of valuable data. I can sift through the information, find the insights in there and we can use that to iterate and improve your pipelines going forwards. Most importantly, we can use the data to set some simple activity-based goals – how many leads, calls and meetings you need to gain a new client.

How much does it cost?

To design and document your pipelines costs £1299.

To implement these pipelines is an additional £200, so £1499 in total, plus the monthly licence fees for the software (around £80/month for 3 people accessing the system)

For recommendations and incremental improvements, it’s £2899 in total plus the software licences; that gets you 3 months of reporting and enhancements on top of the design and implementation.

More kind words

Thanks for sorting out my systems. I’ve implemented your suggestions … my stress levels have dropped a bit and I’ve managed to arrange a survey with a new customer – could turn into a nice order! 

Rawdon P

If you’d like to get started I’m currently taking applications.

Apply to join

Questions

So can you guarantee me more leads?

No. I don’t do lead generation of any kind. If you need help with that, I have some friends who are great at lead generation, advertising and social media. But what I do is all about how you nurture those leads, how you convert a lead into a paying client.

I already use SalesForce/Hubspot/InfusionSoft/some other software. Can you help me?

Yes and no. The principles that I use are applicable everywhere; they’re not specific to one piece of software. But I chose Pipedrive, Zapier and Drip because they’re the ones that I use myself, I know them inside out and I believe it’s better to do one thing well than lots of things poorly. So I can help define and refine your sales process (the consultancy phase), but you’ll need to speak to your own IT people if you need help in setting it up and sifting through the reports.

Does the price include Pipedrive, Zapier and Drip?

In addition to the consultancy fees, there are monthly licensing costs for each bit of software. If you have 3 people accessing the system, this will be around £80/month (it depends upon how many users and leads you have). I can give you an exact price after we’ve had an initial design session and I will handle all the billing for you so it’s all from a single source.

What about data protection and GDPR?

All three services use servers based in the US and are (at the time of writing) working on their GDPR policies. And you will be storing personal information on the people you contact. So it’s important that you have GDPR processes and policies written. I can assist you with this, if you don’t have anything in place already.

What if I don’t like what you’ve done?

I hope that you’re overjoyed, but sometimes things don’t go according to plan. If you’re not happy with the advice received, then just let me know within 14 days and I’ll refund the fee in full. A complete money back guarantee.

Let me say that again. A 100% money back guarantee if you’re not happy.

What are your payment terms?

100% payment up-front please. Don’t forget though, if you’re not happy I will refund you in full if you let me know in 14 days.

Want to know more?

If you’d like to go ahead then you can submit your application here.

Apply to join

But if you’d like to know more about me and what I do, I write a short, daily email, each one with an actionable tip for boosting your business in some way. Take a look here to have a read. Or have them delivered to your inbox here.

Who are you?

I’m Baz. My real name is Rahoul Baruah but everyone’s called me Baz since I was 8. I’ve worked as a software developer for 20 years and I hated the idea of doing sales. I wasn’t one of those pushy sales guys. It just isn’t me.

But I’ve learnt that it’s not like that. I had it all wrong. Those guys have given sales a bad name.

I learnt that I needed to build a repeatable sales process. Move people gently through the different stages, figure out if you’re a good fit. Find out if you’re in sync.

If you are in sync, then you will have something they need, when they need it. And they will be happy to buy your products or services.

It took me ten years to figure this stuff out. My business started winning bigger and bigger deals. And I realised I actually enjoyed the sales part more than the software development part. It was such a revelation that I decided to help others take the same journey. If you’d like to find out more then take a look at what I do.

Even more kind words

Baz gets to the heart of the problem, solves it simply and makes sure it’s fully tested.  I’ve worked with him many times before and I’m sure I will again.

Dom Hodgson, kerboo.com

Now, would you like to submit an application to see if we’re a good fit to work together?

Apply to join

PS:  This is a long page. Thanks for reading this far. Here’s a picture of a squirrel as a reward.

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