If you’re working towards the dream state of automated sales processes, know this… 

It should begin manually. 

I’ve seen many a challenge with automated everything and yet it’s not effective because it didn’t begin manually. 

The manual process is an opportunity to test, tweak and test again. 

Once you know what works, then automate what you can. 

Not every business is the same so trying to copy what ‘that business’ is doing won’t necessarily work for you. 

Personalisation is key to a successful sales process and I always recommend it’s part of your automation roadmap. 

1. Curate communication templates 
2. Test 
3. Tweak 
4. Test 
5. Automate 

This episode also includes:

how to get started
the difference between automation vs manual selling outreach 
who shouldn't automate their sales outreach 
how we do it! 


If you're keen to explore this further but are unsure where to start, get in touch with me here and find out how we can help you. 

Happy Selling,
Harriet 

This podcast is hosted and recorded at ⁠⁠Vitality House.⁠

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