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Automating Your Sales Outreach Funnel: A Step By Step Wrk Guide

Kalli Ringelberg
Kalli Ringelberg
May 6, 2022
5 mins read
Automating your sales outreach funnel with Wrk

Let’s be honest, adding more hours to your workday can’t be the only solution to getting more things done. However, for far too many Sales teams, this outdated way of operating remains the default position. That’s where Wrk comes in. Our sales Wrk Actions are pre-configured building blocks that are designed to mimic a single step in your real-life sales processes. By automating your sales outreach funnel, you can deliver your work faster and more efficiently. 

We have recently worked with our Sales team and Business Analysts to highlight a few new and noteworthy single-step sales focussed Wrk Actions that we think will really resonate with your team. These automated tasks are designed to help you expand your Sales outreach funnel and fill it with the ideal client personas (ICPs) that will help you maintain a solid lead-to-customer conversion rate. With our Wrk Actions profiled in this post, you can expedite the important yet time-consuming tasks that crush productivity and empower your team to deliver more effectively for the most qualified leads by customizing and strategizing your sales cycle.

So, why not sit back, grab a coffee, and let us update you on what’s new and helpful so you can keep your focus on adding the more personal touches to your Sales outreach funnel. 

Start automating your Sales outreach funnel with us today.

Automated Wrk Actions to streamline your sales outreach funnel

Step 1: Turn strangers into customers and build a more robust sales outreach funnel list

The Action: Get company details from a specific profile

Right now, the average salesperson spends 19% of their time searching and gathering information for leads. This Wrk Action is a favourite, and you’ll quickly see why. It was created to remove the painstaking process of having to hunt for important data like emails and job titles when you’re creating your client outreach list. Once deployed, it will collect all the public company details available through sales-related platforms like LinkedIn, CrunchBase, Google Maps, and ZoomInfo. Simply upload a lead list in excel or CSV format and you will get a complete report of the details, whether they are available via their public API or not. 

Discover more ways to improve your sales outreach.

Step 2: Make sure your list is always up to date (and clean)

The Action: Deduplicate contacts in Excel

Automating as much of your non-selling activities will gain you back a lot of your time. The recommended time to spend on creating your prospect list is 20-40% of your week. Spending time cleaning up your list after every event is a waste of your time.

When you merge your lists, are you left with duplicates and sometimes triplicates? What you need is a tool that can quickly organize your lists. Clean up your lists automatically with this Wrk Action to avoid causing havoc to your lists, and saving you valuable time. The time you get back can be focused on the quality of your Sales outreach Funnel list instead. 

See how these Wrk Actions can be used to shorten your sales cycle.

Step 3: Give your leads what they need and seal that deal

The Action: Add content to a Google slides template

Let’s face it, there is a way to create good and compelling pitches and share information with clients that doesn’t make it seem like you are just copy/pasting the same paragraph to countless contacts. Take content from any source and add it into a branded template for pitches, information sharing, quick tips, you name it! This will help your customer get all the information they need, without all the fluff that they don’t.

P.S. the more you automate, the more time you get back to go in and cater the information to a specific need.

“The more your sales pitch is customized to your customer’s desired outcomes, the greater your chance of winning their business. Gain a comprehensive understanding of the dynamics in the customer’s industry, competitive landscape, strategic vision, team and buying process. This will allow you and your team to design a sales engagement that is less of a pitch and more of a guide to mutual success.” – Kevin Goodman, NTT Ltd

Automate your sales outreach funnel today!

We provide the building blocks to make your sales outreach funnel process easier while you work on what you do best.

Book a customized demo to see how Wrk can help you maximize your valuable time. 

Featured image: Jason Goodman

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Kalli Ringelberg

Kalli Ringelberg

Kalli has been telling stories since she learned to speak. With over 13 years of experience in writing for sports, human features, academia & research, recruitment, and everything tech, she has yet to find a theme she won't write about. She also loves reading, dragons, dancing, hockey, and her Blue Heeler x Corgi dog named Ozymandias (Ozzy).
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