🤨 Are you sitting on this “hidden” cash in your CRM?

You might be sitting on $1M+ of hidden revenue inside your CRM…

And with today’s CRM secrets I’m about to expose…

You can start tapping into this extra revenue potential almost immediately.

Let’s go!

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Something I hear all the time is:

“We have a ton of leads, but we’re missing out on so much revenue because we need to follow up with them.”

If you’re a founder saying this, or have a head of sales saying this, there’s a simple solution:

The Pipeline SDR/EA

The Pipeline SDR/EA is responsible for the following:

1. Ensuring your pipeline is up to date

2. All leads are followed up with

3. Auditing to ensure all records are updated daily and escalating when they are not

4. Following up with leads on your behalf to re-engage them 

Now, there are softwares like Hubspot and GHL where you can automate a lot of this without needing someone.

But for those of you who don’t have the automations, here’s exactly what you need:

CRM Updates

First, you need to be able to track a handful of items in the CRM to enable the SDR to do their job easily:

CRM status: to make it easy for an SDR to know who to follow up with and when, we need a status and date section in the CRM to make it CLEAR and easy for the SDR to know when to check in.

The sales professional will mark this after their last touch point…

Or, the SDR will ask the sales professional when to mark it down if they are too busy and miss it during the day.

Follow Up Scripts

Having effective follow up scripts for your leads makes the SDR’s job so much easier…

Especially when you have different scripts for specific situations.

Some leads require a 60 day follow up, some require a 6 month follow up.

Some were super hot but had internal issues preventing them from starting, while others went cold.

Creating scripts based on specific scenarios and logging them in an internal wiki will significantly help your SDR to be successful.

CRM Notes

Be meticulous in your CRM notes!

I recommend having a section with specific notes for the SDR to leverage when following up.

Imagine if your SDR could throw in a P.S. section in their email with a gem of specificity, like:

“P.S. Hope your son ended up winning the conference championship!”

Following up on specific points can have a huge impact on your leads…

So you need to be able to log these kinds of details in your CRM notes.

Hiring the SDR

Upwork may be the best place to hire for this role, as it may only be 30-60 minutes a day at first.

You can copy this for your Upwork job post:

Length of contract: Long term work

Title: CRM/Pipeline Sales Development Representative (SDR)/Executive Assistant (EA)

Category: Sales & Business Development

I use multiple keywords here to capture different types of search words from applicants.

Relevant Skills: All of them

Scope of Project: More than 6 months, expert level

Can this become full time: Yes

Location: Worldwide (but I actually think this is a role that would be better in your local country)

Budget: $20-$60 per hour

Don’t cut costs on this hire. If they only do 30-60 minutes a day or week, it’s going to be VALUABLE, and help capture revenue in your pipeline.

Description:

I am a busy executive looking for someone to manage my pipeline for me. I need this person to work autonomously, be highly detail-oriented, and able to work without guidance.

This person already knows how to manage a pipeline, follow up with warm/cold leads, and is just learning the specifics of my business.

The ideal candidate is someone that can work as little as 15 minutes a day but can also scale up into a PT/FT role. This role will not be client facing and will be operating from my email profile.

This person can drive cold leads back onto my calendar, and send appropriate follow ups and proposals.

Hiring/Training

When it comes to hiring on upwork, my top recommendation is hiring someone that’s earned over $1k and has 100% reviews.

If you look at their profile, you want to avoid someone with more than 5 active contracts too.

You can test them by asking how they would respond to specific scenarios in the upwork DMs.

When it comes to training, have enough loom videos and trainings set up so they can just plug and play. Don’t hire them until you have this.

And that, my friend, is how to use a Pipeline SDR/EA to tap into hidden revenue!

The Million-Dollar Question: What's Hiding in Your CRM?

Your CRM could be a goldmine of untapped revenue.

But here's the kicker – most agency owners are too busy chasing new leads to notice.

At 8 Figure Agency, we've cracked the code on turning stale leads into cold, hard cash.

How?

• Razor-sharp CRM organization

• Tailor-made follow-up scripts

• A secret weapon: The Pipeline SDR/EA

• Powerful CRM tricks to target old leads

This isn't just theory…

We've helped agencies uncover millions in hidden revenue with some of these strategies.

But here’s the thing:

Optimizing your CRM is just one piece of the puzzle to building a successful agency.

At 8 Figure Agency, we specialize in helping agency owners like you create predictable cash flow, streamline operations, and scale to 7 and 8 figures…

All while freeing yourself from the day-to-day grind.

We've done this for over 800 agencies, and we'd love to show you how we can do the same for you.

If you're ready to unlock your agency's full potential and set yourself on the path to exponential growth…

👉 Schedule a no-cost 30-minute strategy call with our team here 👈

And let's work together to take your agency and revenue to the next level.