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Wednesday, April 8, 2020 from 11:00 AM to 1:00 PM EDT
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Tracy V. Allen 
Greater Hartford SCORE 

Automate Your SMB Sales Funnel

...Because automation is essential to the success of your business.  It allows you to work on your business and not in your business! 

Customers are the lifeblood of any business. But before you have a customer, you have a prospect. And before you have a sale, you have an ‘opportunity’. Learn how to manage prospects and opportunities through the sales funnel so potential sales don’t fall through the cracks, and your small business closes as many sales as possible.

You will Learn: 

  • Fundamentals of the sales funnel

  • The key sales measure every owner needs to know

  • The key sales measure every business needs to manage

  • Automating to meet commitments to family and stakeholders


Meet Our Presenters:

Robert Clark is Managing Principal of LucidPointe, a boutique digital agency specializing in online marketing, email marketing, marketing automation strategy and execution.  Robert has over 30 years of experience advising businesses from SMB to Fortune 50 companies, nonprofits, associations, and industry groups on marketing, sales, operations, strategy, and information technology.

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Susan Catalano is the Managing Partner of JQLaCorte, LLC, a full-service LinkedIn consulting firm. Susan is a LinkedIn expert and optimizes LinkedIn profiles and company pages, delivers training and provides posting and network growth services for business owners, professionals, and companies. She also consults with companies on the effective use of LinkedIn to achieve measurable business results such as generating leads, boosting SEO results, improving visibility to customers and prospects, and promoting staff expertise.  Susan designs and implements LinkedIn Employee Advocacy Programs for firms. Susan has over 15 years of experience in talent management for Fortune 500 corporations and sales and marketing programs for companies and business owners.  Susan regularly presents to national, corporate and business audiences, including Vistage, XPX, GNYHA/Innovatix, Financial Planning Association (FPA), Bar Associations, WBDC, Chambers of Commerce, SCORE, NAPO, entrepreneurial groups, and franchisors. 

Please remember:

  1. Monitor your emails for any updates to the date/location/time.

  2. Our workshops are PAPERLESS, so you will receive an email the day before the workshop linking you to any handouts. You should print it out or load it onto a laptop, tablet, or phone for viewing.

  3. Bring your cell phone as you will receive an email with a link to your workshop evaluation form. It will be sent to you toward the end of the workshop so you can complete it effortlessly online before you leave. Wi-Fi is available in most locations.

Please Note:

  1. You must register online for all workshops. No walk-ins will be allowed for any paid workshops because we do not have the ability to take payment on the spot.

  2. There will be absolutely no refunds for workshops.  

  3. Please arrive with enough time to get settled as every workshop will start promptly.

  4. Parking - will not be validated for workshops in Downtown Hartford. Please download the WOONERF App on your phone so that you can replenish the parking meter from your phone if you choose to park on the street and not have to leave the workshop or worry about getting a ticket. 

  5. Virtual Workshops are a two-step process.  Please make sure that you check your email and follow the instructions so you can get the login credential for the Zoom workshop session. Also, make sure you download the app on your phone or computer before the start of the workshop.  

Free Business Counseling:

To get free one-on-one business counseling or learn about other SCORE free and paid workshops, please visit our website.

SCORE is a resource partner of the U.S. Small Business Administration and is a 501(c)(3) nonprofit association.