Wow, that’s a beast of a post @CasJam - very nice.
I’m giving streak a try right now. I like that it’s integrated into gmail because I’m already very comfortable in there. So far the UI is decent - seems like it could be polished up a bit.
At this point the main thing that I’m beginning to find is taking up more of my time is follow-up. I’m trying to be a lot more persistent about follow-up, taking a queue from Steli from close.io.
Up until now I’ve been using a gmail snooze script which helps to at least snooze the conversation until you need to talk next.
Streak does that as well, and it also has a nice page where it shows you all your leads in each stage of the funnel. I think the trello board view is probably a better visualization / management tool for this than streak though.
I may eventually just automate all of this one way or another, but I’m trying to do the follow-up manually for now because I don’t want it to come off as being annoyingly automated, and I want to get the process down first.
I’ll let you guys know how it goes!