Introduction

The Argonauts community needed to automate its sales funnel to guide clients from product awareness to purchase.

Given the premium nature of their products, precise, personalised communication at each stage of the funnel was crucial to maintain engagement.

Client Background

Argonauts is a community of leaders offering premium Masterclass.

Their sales process involves multiple stages, including:

👉 closed webinars,

👉 1-on-1 meetings,

👉 quizzes

👉 emails campaigns

Effective communication at each stage was essential for client understanding and engagement.

Challenge

Manual communication with a growing client base became unmanageable.

Each stage of the sales funnel required personalised messages, leading to hundreds of repetitive, error-prone manual tasks.

Solution

We automated the entire sales funnel

integrating various stages into a seamless process.

Data from multiple sources is automatically added to the CRM, enabling precise, personalised communication at each stage.

Implementation

Sales Funnel Automation:

• Integrated different sales stages into a cohesive, automated funnel.
• Connected data sources (website forms, quizzes, 1-on-1 meetings, webinars, cold email campaigns, LinkedIn outreach) to Pipedrive CRM.

Personalised Communication:

• Automated messaging at each stage of the client journey.
• Delivered precise, personalised messages to maintain client engagement.

Sales Task Management:

• Automatically generated tasks after 1-on-1 meetings and webinars.

Consolidation of Sales Tools:

• Provided the sales team with a single platform for managing sales.
• Automated reporting and tracking of sales statistics.

Result

Increased Efficiency:

• Automation reduced the need for manual communication management, saving time and reducing errors.

Better Personalisation:

• Clients received personalised messages at each stage, enhancing engagement.

Improved Organization:

• The sales team had complete visibility into each client's status, improving process management.

Enhanced Sales Task Management:

• Automatic task assignments boosted team productivity.

Better Performance Tracking:

• Clear visibility into statistics allowed for sales process analysis and optimisation.

The solution saved approximately 40 hours weekly which means one extra full-time position

Technologies used

Conclusions

Automating the sales funnel for the Argonauts community significantly improved:

• communication efficiency,
• personalisation,
• organisation and deals management.

The solution saved approximately 40 hours weekly by:

• eliminating manual data entry
• and communication tasks
• synchronising data from different source

allowing the sales team to focus on strategic activities and enhancing overall operational efficiency.

Manual vs Automation approach

Sales funnel diagram