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What's my "Close" Rate?

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Manage episode 469856963 series 3649215
Content provided by Joe Casabona, Joe Casabona - Systems, and Automations Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Casabona, Joe Casabona - Systems, and Automations Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Podcast Episode: Tracking My Close Rate & Improving My Offers

Welcome to all the new listeners from Pod News! Thanks for checking out the show. If you ever have feedback, you can always share it at streamlinedfeedback.com.

Today, I’m diving into a question my friend Courtney asked me: What’s your close rate? Turns out, I wasn’t tracking it, which is a problem in itself. In this episode, I talk about:

  • How I built a custom CRM in Notion to track leads, prospects, and wins
  • The different statuses I use to categorize potential clients (including my hard “no” for no-shows)
  • Why tracking my sales timeline is helping me refine my offers
  • The surprising success of my Podcast Power Hour—and why it might be my best offer yet

I also reflect on a key shift in my approach: moving away from trying to fit every lead into a predefined offer and instead focusing on what they actually need. More data = better decisions, and I’m already seeing improvements!

Links

Disclosure: This episode description was written by ChatGPT.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 469856963 series 3649215
Content provided by Joe Casabona, Joe Casabona - Systems, and Automations Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Casabona, Joe Casabona - Systems, and Automations Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Podcast Episode: Tracking My Close Rate & Improving My Offers

Welcome to all the new listeners from Pod News! Thanks for checking out the show. If you ever have feedback, you can always share it at streamlinedfeedback.com.

Today, I’m diving into a question my friend Courtney asked me: What’s your close rate? Turns out, I wasn’t tracking it, which is a problem in itself. In this episode, I talk about:

  • How I built a custom CRM in Notion to track leads, prospects, and wins
  • The different statuses I use to categorize potential clients (including my hard “no” for no-shows)
  • Why tracking my sales timeline is helping me refine my offers
  • The surprising success of my Podcast Power Hour—and why it might be my best offer yet

I also reflect on a key shift in my approach: moving away from trying to fit every lead into a predefined offer and instead focusing on what they actually need. More data = better decisions, and I’m already seeing improvements!

Links

Disclosure: This episode description was written by ChatGPT.

  continue reading

39 episodes

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