This is the basic process, regardless of product. Whenever possible, we have given you the tools you need to succeed – videos, webinars, free gifts, tools to approach the business owners, and more.

1. PROSPECTING:
   1. First, Find your data for the businesses you want to target. You can also check the prospects in the CRM, scrape craigslist, pull up offline advertisers (i.e. newspapers – this is great, because they’re still spending money, but probably not that effectively). Other recommended sources:
      1. http://www.manta.com/
      2. http://www.yellowpages.com/
      3. http://www.linkedin.com/
   2. Critique the websites of these businesses with the tools provided. If not in California (CA has its own spam laws), send an email, if in CA, send a postcard via Postful.com or SendOutCards. If they don’t have a website, offer them any of the videos (delivered online, but use the graphics so people “get it” within a second of seeing the email or postcard or flyer).
   3. This will create incoming calls to learn more, to claim the free giveaway info, to demo the software, etc.
2. GETTING THE SALE:
   1. Let our videos and webinars do the work! Ask questions to lead the sale – remember – if they conclude it because you asked the right questions, they’ll always believe it. If you tell them, they’re going to doubt you, ask questions, want to research it. Become skilled at asking questions to lead the sale if you’re not already, it will really help. When you’re educating, then it’s ok to speak to them, but when  you want them to do something, isn’t it better to ask a question? Use the videos and webinars and free reports to educate them, while you just gather information.
3. FULFILLING THE ORDER:
   1. We need “seeds” – we can’t be the experts nearly as much as the entrepreneur or sales professional or your contact who works within the industry. We can rewrite, touch up, and make anything sound better, expand it out or condense it or rewrite it to be more search engine friendly, but you are expect to seed 3 areas:
      1. Design. Take pictures of the business, brochures, paint color, send us the old website, or a website they like, even stuff they hate for what not to do – give us some general direction. We don’t want you to design the site or recommend it, let us handle that and your job is to sell and consult, and on a per-hour basis it is far far more profitable to be a sales machine than a designer or programmer.
      2. Content. We can repurpose other things, like brochures, any articles they have written, even price lists for various services as it tells us what they sell. Note as much as you can practically, and get any previous work. Old websites (if any), find out their top 3 competitors they want us to beat (and whom offer the same services, so we can get ideas for content from), any affiliated businesses they’re “friends with” or trade business with.
      3. Search Engine Keywords – same basic idea, but this helps us nail down priorities.
   2. Step 1 of actually doing this is updating your own SwiftCRM profile for that client to WON / Fulfillment. Later, we’ll take over this deal (you’ll still be able to see it, and see what’s going on), so that various parties can work on it – i.e. designers, technicians, SEO techs, etc.
   3. Storing the seed data: Create a SwiftCRM Base Account (Free) on behalf of the client, using their first initial, last name as the login whenever possible, and using their email. Sign them up through your affiliate link, so you get credit for the sale. Sign up is free (for base modules), so sign them up as soon as they’re verbally committed and/or you’re pretty sure they’re ready to roll. Upload all files to SwiftCRM (bottom of page >> files), and make notes in your own CRM as to what you uploaded.
4. COMPLETE THE SALE: REFERRALS, REPEAT BUSINESS & UPSELLS