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Download Luke's Recap Email Templates
FOUR ACTIONABLE TAKEAWAYS
Build your sales process out step by step. This will fuel how you ask for next actions.
Build templates for every part of your sales process. Ex: discovery recap email, group demo recap email, lost deal email.
Once you finish your first discovery call, continue to recap the top 3 priorities in terms of the business problem.
Include a context guide with your MSA to speed up legal and help them understand terms that are unique to your business.
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Things you can steal
138 (Sell): Building your sales process step by step (Luke Floyd, Sr. Account Executive @ Deel) | 30 Minutes to President's Club | No-Nonsense Sales podcast - Listen or read transcript on Metacast