Sales Action Plan Tool: Full Walkthrough

Audit, qualify, and track your leads.

Plan and schedule meaningful sales activities with the Sales Action Plan tool.

Full walkthrough of the Sales Action Plan tool, included with your purchase of Lead to Sales or Sales Is Freedom.

Most CRMs are great at showing you what you have done, but don't provide guidance or help you figure out what to do next.

But not our CRM. Prequal's tool is meant to drive your sales activities.

And most importantly, show you the way when you're not sure what to do.

This tool is the guide for our sales process. It's the same process we've taught our clients who have gone on to secure millions of dollars in new revenue using this system.

With our Lead to Sales system and this tool, you'll never be at a loss for ways to find and create new opportunities for your business and your bottom line.

When you enroll in Lead to Sales, this tool is yours. And we're going to make sure you know how and when to use it. That's why when you enroll you get not only the tool but:

  • our companion course to fully explain the foundations of this system

  • a live workshop with the Prequal team where we'll walk you through the tool to ensure your contacts are entered properly and answer your questions in real-time.

And, because it was designed in Google Sheets, there's no steep learning curve to using this tool. If you can navigate an Excel doc, you can use this tool.

If you want a new way of finding quality leads, quickly converting them, and knowing exactly what you need to say and do to move your opportunities forward, this tool and Lead To Sales was designed for you.