<p><strong>Podcast Episode: Tracking My Close Rate &amp; Improving My Offers</strong></p><p><br></p><p>Welcome to all the new listeners from Pod News! Thanks for checking out the show. If you ever have feedback, you can always share it at <a href="https://streamlinedfeedback.com">streamlinedfeedback.com</a>.</p><p><br></p><p>Today, I’m diving into a question my friend Courtney asked me: <em>What’s your close rate?</em> Turns out, I wasn’t tracking it, which is a problem in itself. In this episode, I talk about:</p><ul><li>How I built a custom CRM in Notion to track leads, prospects, and wins</li><li>The different statuses I use to categorize potential clients (including my hard “no” for no-shows)</li><li>Why tracking my sales timeline is helping me refine my offers</li><li>The surprising success of my <em>Podcast Power Hour</em>—and why it might be my best offer yet</li></ul><p>I also reflect on a key shift in my approach: moving away from trying to fit every lead into a predefined offer and instead focusing on what they actually need. More data = better decisions, and I’m already seeing improvements!</p><p><br></p><p><strong>Links</strong></p><ul><li><a href="https://streamlined.fm/464">How I Built My CRM</a></li><li><strong>Give feedback or ask a question</strong>: <a href="https://streamlinedfeedback.com">streamlinedfeedback.com</a></li><li><strong>Join my newsletter</strong>: <a href="https://notes.casabona.org">notes.casabona.org</a></li></ul><p><br></p><p><em>Disclosure: This episode description was written by ChatGPT.</em></p>

Joe's Audio Notes

Joe Casabona - Systems and Automations Coach

What's my "Close" Rate?

MAR 5, 20258 MIN
Joe's Audio Notes

What's my "Close" Rate?

MAR 5, 20258 MIN

Description

Podcast Episode: Tracking My Close Rate & Improving My Offers


Welcome to all the new listeners from Pod News! Thanks for checking out the show. If you ever have feedback, you can always share it at streamlinedfeedback.com.


Today, I’m diving into a question my friend Courtney asked me: What’s your close rate? Turns out, I wasn’t tracking it, which is a problem in itself. In this episode, I talk about:

  • How I built a custom CRM in Notion to track leads, prospects, and wins
  • The different statuses I use to categorize potential clients (including my hard “no” for no-shows)
  • Why tracking my sales timeline is helping me refine my offers
  • The surprising success of my Podcast Power Hour—and why it might be my best offer yet

I also reflect on a key shift in my approach: moving away from trying to fit every lead into a predefined offer and instead focusing on what they actually need. More data = better decisions, and I’m already seeing improvements!


Links


Disclosure: This episode description was written by ChatGPT.