Objective: Ensure consistent lead management, follow-up, and reporting.
| Tool | Purpose | Notes |
|---|---|---|
| HubSpot CRM | Lead tracking and sales pipeline management | Automate follow-ups and log communications |
| LinkedIn Sales Navigator | Prospecting and networking | Identify potential clients and key decision-makers |
| PandaDoc / HelloSign | Proposal and contract management | Streamline document signing and approvals |
| Notion | Sales SOPs and templates | Standardized scripts, email templates, and reporting |
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