TQS - Week 1 Outline

W1 - TQS, Challenge, Add 100 Contacts, 8-15-25 🚀

Objective

This SOP outlines the steps to effectively manage contacts and leads using the TQ Funnels and CRM system, ensuring team members can follow along easily and implement the strategies discussed in the training sessions.

Key Steps

Introduction to TQ Funnels and CRM Support 0:02

Understand the purpose of TQ Funnels and CRM Support.

Recognize the importance of a CRM for business growth.

Overview of the 30-Day Challenge 1:08

Participate in a 30-day challenge to grow your business.

Focus on managing contacts and leads effectively.

Managing Contacts and Leads 1:30

Learn how to deploy the $10 funnel effectively.

Understand the difference in handling leads with and without a CRM.

Using Google Sheets for Lead Management 3:46

Create a Google spreadsheet to manage leads if you do not have a CRM.

Track leads manually until you can upgrade to a CRM.

Importing Contacts into CRM 26:01

Learn how to import contacts from a CSV file into the CRM.

Ensure you have permission to contact these leads.

Tagging and Organizing Contacts 47:06

Use tags to categorize contacts for better management.

Create tags based on how you met the contacts or their interests.

Sending Emails to Contacts 51:09

Select contacts based on tags to send targeted emails.

Use the CRM's emailing features to communicate effectively.

Cautionary Notes

Ensure you have consent from contacts before adding them to your CRM.

Regularly back up your Google Sheets to avoid data loss.

Tips for Efficiency

Schedule regular times to update your leads and contacts.

Use templates for emails to save time when reaching out to multiple contacts.

Regularly review and clean your contact list to remove duplicates or outdated information.

Link to Video

https://loom.com/share/77803035c58c47dca713c244f6d9bb41