Automation: Example: High Level Customer Lifecycle
This is a great way to organize your complete lead and customer management from the top down. While this example may not reflect your exact marketing and/or business model, you should be able to see how this works and replicate it for your own business. The reporting you'll get by organizing things this way is invaluable, so it's worth taking a few minutes to look at this and consider how you could implement something similar.
Just customize and launch! 🚀