7 steps to work smarter (not harder) in sales


Welcome to Operations Mastery - the 3-minute email that teaches you how to scale your business, increase your profit margins, and save time by optimizing your internal operations.

Brought to you by Ed Axe, Founder & CEO of Axe Automation.


A typical sales process has several key steps:

1️⃣ Finding leads
2️⃣ Creating outreach scripts
3️⃣ Sending messages
4️⃣ Booking calls
5️⃣ Creating proposals
6️⃣ Following up
7️⃣ Onboarding clients

The good news?

You can automate nearly ALL of it!

Here’s how:

✅ Use tools like Apollo or LinkedIn scrapers to automatically find & collect lead data.

✅ Feed lead data into AI like ChatGPT to generate personalized outreach scripts at scale.

✅ Set up multi-channel sequences (email + social) to auto-send messages.

✅ Integrate Calendly with your CRM to automatically create new leads when calls are booked.

✅ Auto-generate proposals in Google Docs using lead data from your CRM.

✅ Trigger automated follow-up emails when lead stages change in your CRM.

✅ Use CRM data to auto-create & send contracts (via DocuSign) and invoices (via Stripe) to new clients.

By automating repetitive tasks, you free up time to focus on closing deals & delivering great work for clients.

I’ll show you exactly how to implement this framework in your business.

Just watch the video below:

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One more thing - We have helped 60+ businesses save $1m+ in labor costs & over 50,000 hours using Automation & AI.

If you’re looking to:

  • Save 100+ hours per month
  • Increase profit margins by 20%
  • Remove yourself from daily operations

Book your 30-minute consultation here to learn more about how we can help: https://www.axeautomation.co/

video preview

See you next week!

Best,
Ed Axe

357 W 30th S, New York City, NY 10001
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