Booking Sales + Strategies- The AMSE Action Guide to
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JANUARY EDITION
— The AMSE Action Guide to —
Booking Sales + Strategies
TABLE OF
PAGE | 2
CONTENTS
The goal of this guide is to set you
up for success in 2022! AMSE is
kicking the year off with a Booking
and Sales Strategy because your
#1 priority as a business owner is
growing your business by securing
customers to generate revenue.
This AMSE guide was
designed by our brand
partner Nicte Cuevas of
03
Nicte Creative Design.
STAY IN THE KNOW
Nicte Creative Design is a bilingual
award-winning branding and design
04
firm for visionary companies. We
DEVELOPING A SALES PLAN TO
invigorate brand awareness through
BRING CLIENTS BACK
our empathy-driven methodology,
enhance community connections
and amplify your unique brand
05
position. Nicte has taught thousands
TOOLS AND RESOURCES
worldwide with courses on branding,
ON YOUR AMSE PORTAL
color psychology, and design as a
LinkedIn Learning instructor.
06
COURSES EBOOKS
DUBSADO: MORE THAN JUST A CRM
STAY IN THE Know
PAGE | 3
AMSE Facebook Live 1.6.22 at 12:00 PM (EST)
Member Orientation 1.6.22 at 1:30 PM (EST) REGISTER HERE
Learn all about your AMSE membership and benefits — this is a monthly event that is
open for both AMSE members and nonmembers.
Masterclass with 1.11.22 at 1:30 PM (EST) REGISTER HERE
Delano Saporu
As an entrepreneur or freelancer, business development and strategy are important
tools to help you grow your business. This course is designed to help you build the
basics of business development and provide helpful tools that take the stress away
from tracking your growth.
Virtual Coworking 1.18.22 at 1:30 PM (EST) REGISTER HERE
Hop on to this coworking and talk with fellow milspouse business owners, network,
collaborate, share a project, or get feedback on a task.
Coffee Chat 1.19.22 at 10:00 AM (EST) REGISTER HERE
An hour of conversation and connection — no business!
Masterclass with 1.20.22 at 1:30 PM (EST) REGISTER HERE
Hubspot
Effective sales processes boost conversions, turn more potential customers into closed
deals — no matter who they're talking to. Learn from Magdaline Head of Partnerships
at Hubspot how to effectively use strategy and processes to boost your sales.
Group Coaching 1.25.22 at 1:30 PM (EST) REGISTER HERE
Get your questions answered by our AMSE Coaches Moniek James content
marketing strategist.
PAGE | 4
DEVELOPING A SALES PLAN
to Bring Clients Back
By Heather Dileepan, Owner of HD
When those inevitable bumps first at your immediate goals (think
three to six months out) to help you
in the road come along, it
kickstart your efforts. Once you’re fully
is possible to ramp back up operational again and you’ve met your
again by having a clear sales initial goals, you can draft a new plan to
chart the next phase of growth.
plan in place and a strategy for
reconnecting with clients. Here are some important elements to
include in your sales plan when you’re
A sales plan is a tangible and resolute
rebuilding your business after scaling
way to strategically set goals and chart
down:
your business growth. By identifying
where you are today, where you want to
go, and how you’ll get there, you have
clear next steps to win back clients and
SALES PLAN CHECKLIST
jump-start your business after a break. 1. ESTABLISH GOALS & MILESTONES. Before you
Think of your sales plan as the ‘who, can look forward, you need to look back.
what, when, where, and why’ of your
business — it’s a go-to document that
will keep you grounded and on course
2. IDENTIFY RESOURCES (AND GAPS). Once
you know what you want to achieve, you can
to achieve your goals. consider how you’ll go about doing it.
A typical sales plan includes information
like:
3. RE-ENGAGE YOUR AUDIENCE. There are a
host of ways to re-engage your audience and
• Goals and mission attract new clients: surveys, emails, social,
• Target market & audience updating your offers, and ads.
• Strategy, services, and pricing
• Marketing plan 4. USING YOUR SALES PLAN. Once you’ve
• Budget, team, and tools created your sales plan, it’s time to share it and
use it. Drop it into your PM tool and add firm
dates to keep you accountable.
You can use a sales plan as part of a
short-term promotion or as a long-term
complement to your business plan.
When you’re re-engaging with clients READ MORE ON THE MSEG HERE
after a break, you may want to look
LOG INTO Your
PAGE | 5
AMSE PORTAL
CUSTOMER DISCOVERY
ASK OPEN ENDED QUESTIONS
Log in to your AMSE portal to Can you tell me a story about a time you struggled with the
create your business profile. issue related to your business idea.
Join AMSE™️ for FREE and get access to
Why was that [hard, sad, fustraiting]?
training, blueprints, templates, courses,
masterclasses, and more. Upgrade to All-
Access and level up your benefits.
What was the hardest part about this problem that you faced?
FREE MEMBERSHIP
Why was this the hardest part?
ALL–ACCESS PASS
How did you solve this problem at the time?
How did you find that solution?
DUBSADO:
PAGE | 6
More Than Just A CRM By: Anna Larson, Owner of NomadAbout
During one late night of
HERE ARE THREE THINGS YOU PROBABLY
playing processes catch-up, I DIDN’T KNOW DUBSADO COULD DO.
decided I needed a Customer
Relations Manager (CRM) before 1. You can have multiple business
portals under one login and have
I blew up my business with an separate branding incorporated into
unorganized mess. each one.
I FOUND DUBSADO.
2. You can activate a client portal
and offer access to all of their
documents, and more in one place.
It came highly recommended, but I was
skeptical. Did I really need a full CRM as
a startup business? I signed up for the
3. Dubsado’s contracts are
electronically delivered and signed!
free trial (up to three client projects) and
discovered that Dubsado was not just an
amazing CRM. It offers so much more. LOG INTO YOUR AMSE PORTAL
FOR FULL ACCESS
DUBSADO MASTERCLASS
AMSE hosted a Dubsado Masterclass in
March 2021, and members can try this
amazing business management tool
now by taking advantage of the free
trial on three of your upcoming projects.
As an AMSE member, you get a 15%
discount each month or from a yearly
purchase. Find the discount in your
membership dashboard!
LOG INTO YOUR AMSE PORTAL TO
ACCESS THE MASTER CLASS
Level Up Your Business
USE OUR DISCOUNTS
Dubsado has the ability to automate
Use ConvertKit to automate
your entire client workflow from sales, track funnel stats, and send
onboarding to offboarding! This is the broadcasts to my email list in a
tool that helps me create workflows specific, segmented way. Plus you get
around my PR clients. It’s totally free a free 30-day trial.
plus you get a 15% discount each
month or yearly subscription if you
decide you can’t live without it.
TRY DUBSADO HERE! START YOUR TRIAL NOW!
As a member of the AMSE community,
Stripe is offering you: $20,000 fee-free
HubSpot offers customer service,
processing (some restrictions apply),
sales tools, and marketing all in one
Atlas incorporation for $250 (normally
location. The best tool you will need
$500), early access to new product
for business!
features, and exclusive Stripe events,
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GET STARTED HERE! GET YOUR DISCOUNT!
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