Let's talk

Find out if CloseDr is a good fit and determine your next step.

You're In Good Hands

Sam Queen

Sam has no problem executing and finding creative solutions that simply WORK. He also has some great relationships, resources at his disposal and tons of experience in this space.

He will be contributing from a marketing ops standpoint such as workflow automations, system optimization, implementation and organization of ideas and strategies.

Jordan Park

Jordan is an experienced consultant who works with companies to develop strategies in sales by reducing friction and increasing efficiency through processes, technology, and leadership.

Jordan has helped companies in increasing revenue by consulting on strategy, sales operations, leadership, and technology. His expertise helps to decrease sales cycles, improve show rates, increase touch points per lead, prevent leads from falling through the cracks, and implement new processes.

Mariah Williamson

Mariah is a sales operations expert. She has a knack for building sales workflows and automations, which help her clients achieve their goals more efficiently. Mariah loves working with teams and enjoys being a part of the growth process.

Her previous experience in sales and marketing has given her a unique perspective on the coaching and consulting industry.

Sean Gray

Sean is a world-class sales professional who has helped grow multiple 7 and 8 figure businesses over the last decade. He brings with him a wealth of knowledge and experience in sales management, coaching, and leadership - all of which he will be contributing towards growing the sales org.

Sean is extremely passionate about helping others achieve success, and looks forward to making a significant impact through cultivating culture within any business he touches. 

Chad Spady

Chad is an experienced business professional who has a proven track record in taking on difficult growth challenges. He has a unique ability to see the big picture and put in place the necessary structure and order of operations to achieve success. 

Chad will be contributing through, but not limited to, all things sales operations, business development execution, and financial projections.

Trusted by the world’s fastest scaling brands

Sales Reps and Managers  Love CloseDr

CloseDr is hands down the best, most knowledgeable CRM expert I have ever used for my business. All the templates and automations make the most tedious tasks an absolute breeze and save me hours each week. HIGHLY recommended.

Apostrophe
Chris Lewis
Sales Rep
Abstract yellow and light yellow overlapping shapes

The processes the CloseDr team have built are extremely useful for all aspects of a salesperson’s job and I would 10/10 recommend it for any new or experienced sales team.

Apostrophe
Joseph Fagot
Sales Manager
Abstract yellow and light yellow overlapping shapes

I've used 8 different CRM's over my last decade inside the online marketing/sales world so I was skeptical to say the least when hearing about how Close was going to make my life easier/speedier/more pleasurable. Beyond excited to say that I've never been more thrilled to be proven wrong. I generate 20% more sales from follow ups alone through automated email sequences/text templates and the ease of setting tasks keeps my day to day simple and organized. Thank you CloseDr for setting this up!

Apostrophe
Matt Shetler
Sales Manager
Abstract yellow and light yellow overlapping shapes

"As a sales rep using CloseDr, having an all in one system makes my days run so much smoother. Love being able to hit multiple leads in minimal time."

Apostrophe
Aubree Sellwood
Sales Rep
Abstract yellow and light yellow overlapping shapes

"Efficiency when it comes to sales is crucial. Being able to make a phone call, send a text, and enroll a lead into an email sequence within 5 clicks of the mouse is amazing!"

Apostrophe
Alec Kassan
Sales Rep
Abstract yellow and light yellow overlapping shapes

"As a person who uses Close on a daily basis, the organization and user-friendly operating systems make my days twice as efficient. Being able to touch hundreds of leads with a couple clicks, as well as seeing my leads in Smart Views that CloseDr created, allows me to make the best use of mine and my company's time."

Apostrophe
CJ Butts
Sales Rep
Abstract yellow and light yellow overlapping shapes

"Oftentimes we complain that softwares cannot do enough for us. With CloseDr, it's the opposite. I worry I am not doing enough with the opportunities it creates. Being able to manage 40,000 leads, all with detailed reports, notes, statuses and more gives me actionable data to make revenue driven decisions on a daily basis. Highly recommend having CloseDr set-up your account for maximum efficiency!"

Apostrophe
Tyler Ranalla
Sales Rep
Abstract yellow and light yellow overlapping shapes

"CloseDr is hands down the best Sales Operator I've ever used in terms of managing my pipeline and always knowing where the fastest path to cash is at any time."

Apostrophe
Siena Milone
Sales Rep
Abstract yellow and light yellow overlapping shapes

"As a newer sales rep, CloseDr made it easy for me to stay organized and efficient as I ramped up my personal book of business in my first 90 days. I can’t imagine using another Fractional Sales Operator."

Apostrophe
Tim Alwell
Sales Rep
Abstract yellow and light yellow overlapping shapes
New

Lorem Ipsum
Typewriters

CloseDR

Close CRM Reporting

Close CRM Reporting - Double Your Sales Team's Performance Instantly!

July 26, 2024
CloseDr

Learn how to utilize Close CRM reporting features to double your sales team's performance. Discover tips for customizing reports and using external tools for advanced reporting.

Sales Teams & Management

5 Essential Metrics for High-Ticket Sales: A Guide on Data Integrity

March 14, 2024
Sam Queen

In the world of high-ticket sales, the significance of each lead, each call, and each conversion cannot be overstated. Let's dive into 5 essential metrics, which are important for any high-ticket business aiming for peak efficiency and effectiveness.

Sales Process

A Guide to Increasing Your Close Rates: How Sales Frameworks Play a Key Role in High-Ticket Sales

March 22, 2024
Sam Queen

Discover the essential steps to mastering high-ticket sales in 2024! Learn how to handle pricing discussions confidently, emphasize value over features, and leverage strategic commitments to increase close rates.

Sales Process

Sales Managers vs. Sales Operators: Navigating Key Roles to Solve Your High-Ticket Sales Challenges

April 4, 2024
Sam Queen

In the competitive world of high-ticket sales, teams grapple with numerous hurdles: stubbornly low close rates, disappearing prospects, confusing CRM systems, and ambitious revenue targets. Enter Sales Managers and Sales Operators – the backbone of any successful sales team.

Sales Teams & Management

How a Sales Operator Can Take Your HubSpot Account To The Next Level

April 11, 2024
Sam Queen

Whether you’re a HubSpot newbie or a seasoned user, you’re about to discover how a Sales Operator can take your HubSpot account (and your sales game) to a whole new level.

Sales Guide

Focus on the right leads: Master HubSpot’s Lead Scoring System with Our Expert Guide

April 25, 2024
Sam Queen

Discover how to maximize your sales efficiency with our expert guide on HubSpot’s lead scoring system. Tailor your sales strategies with our professional insights and enhance lead management like never before!

Sales Funnel

Mastering B2B Sales Funnels: Essential Strategies for Engaging Prospects and Securing Deals

May 2, 2024
Sam Queen

Unlock the secrets of effective B2B sales funnels with this guide. Learn how to engage prospects at each stage to maximize conversions and close more deals.

Sales CRM

Transform Your Business with CRM: Your Ultimate Guide to Choosing the Right CRM Software

May 9, 2024
Sam Queen

Discover how the right CRM software can revolutionize your business operations. This guide provides a comprehensive breakdown to help you choose the best CRM system tailored to your business needs.

Close CRM

Using Close CRM in 2024: A Comprehensive Guide

May 23, 2024
Sam Queen

Discover the powerful features of Close CRM in this comprehensive guide. Learn how to optimize your sales process, manage leads effectively, and boost productivity.

Close CRM Review

Close CRM Review 2024: Is This the Best CRM for Your Business?

May 30, 2024
Sam Queen

Discover if Close CRM is the best CRM for your business in 2024 with our comprehensive review. We evaluate its features, usability, pricing, and more to help you make an informed decision.

AI in CRM

The AI Advantage: The Future of CRM Technology

June 4, 2024
CloseDr

Discover how AI in CRM can revolutionize your sales strategy. Learn about predictive analytics, personalized marketing, chatbots, and more to supercharge your business.

Close CRM Onboarding

How to Onboard a Sales Rep in Close CRM: A Step-by-Step Guide

June 7, 2024
CloseDr

Learn the essential steps to onboard your sales reps using Close CRM. From setting roles to connecting emails and phone numbers, ensure your team is ready to succeed.

Close CRM Pricing

Close CRM Pricing: What You Need to Know Before Buying (Updated for 2024)

June 11, 2024
CloseDr

Discover the comprehensive guide to Close CRM pricing. Learn about the Startup, Professional, and Enterprise plans, additional costs, and which plan is best for your business.

Close CRM Workflows

5 Must Have Close CRM Workflows

June 13, 2024
CloseDr

Discover the top 5 must-have Close CRM workflows that can transform your sales process. Learn how to automate follow-ups, increase lead touchpoints, and boost your revenue. Optimize your CRM today!

Close CRM Implementation

5 Close CRM Implementation Mistakes and How to Avoid Them

June 14, 2024
CloseDr

Learn about the top 5 Close CRM implementation mistakes and how to avoid them. Ensure a smooth CRM onboarding by setting clear goals, providing adequate training, planning data migration, customizing the CRM, and keeping the process simple.

Close CRM Audit

How to Audit Your Close CRM Account: Comprehensive Step-by-Step Guide

June 20, 2024
CloseDr

Discover how to conduct a thorough audit of your Close CRM account. Our step-by-step guide covers the importance of each audit step, helping you optimize your CRM for maximum efficiency and better sales outcomes.

Close CRM Updates

Close CRM June 2024 Updates: Lead-Based Call Routing and Timed Task Reminders

June 20, 2024
CloseDr

Discover the latest Close CRM updates for June 2024! Learn about lead-based call routing and timed task reminders, and how these new features can enhance your sales process and improve efficiency.

Close CRM Guide

Everything You Need to Know About Close CRM: Features, Benefits, and Best Practices

June 21, 2024
CloseDr.

Discover the essentials of Close CRM. Learn about its key features, benefits for sales teams, and how to optimize your sales processes with Close CRM. Get insights on sales automation, lead management, and custom activities.

Close CRM Workflows

How to Automatically Enroll Contacts into Workflows with Close CRM

June 25, 2024
CloseDr

Learn how to automate your sales process by enrolling contacts into workflows with Close CRM and Zapier. This step-by-step guide helps you streamline tasks, save time, and ensure no lead slips through the cracks.

Close CRM Sales Rep

How to Become a Top Performing Sales Rep with Close CRM | Expert Guide

June 27, 2024
CloseDr

Discover how to become a top-performing sales rep using Close CRM. This guide covers daily routines, optimizing lead profiles, and top tips and tricks to close more deals faster. Learn effective strategies and boost your sales performance today!

Close CRM Smart Views

Master Smart Views in Close CRM | Expert Guide

June 28, 2024
CloseDr

Discover how to master Smart Views in Close CRM to streamline your sales process and boost productivity. Learn how to create, customize, and utilize Smart Views effectively.

Close CRM Review

Close CRM: A Sales Manager's Honest Review | Is It the Best Sales CRM?

July 2, 2024
CloseDr

Discover an honest review of Close CRM from a sales manager's perspective. Learn how Close CRM can boost efficiency, streamline workflows, and enhance sales performance. Find out if it's the best CRM for your sales team.

Close CRM Mistakes

Top 5 Close CRM Mistakes and How to Avoid Them

July 3, 2024
CloseDr

Discover the top 5 mistakes users make in Close CRM and learn how to avoid them. Optimize your CRM setup for maximum efficiency and success. Get personalized advice and improve your sales process today!

Close CRM Predictive Dialer

Close CRM Predictive Dialer: Everything You Need to Know

July 5, 2024
CloseDr

Discover the power of Close CRM's Predictive Dialer. Learn how to set it up, its benefits, and how it can boost your sales team's productivity. Find out if it's right for your sales process.

CRM and Sales

Why Your CRM Isn't Boosting Sales: Common Mistakes Exposed

July 9, 2024
CloseDr

Discover why simply having a CRM isn't enough to boost your sales. Learn about common mistakes, the importance of correct organization, and how to effectively utilize your CRM for maximum sales success.

Manage No-Shows

Reduce No-Shows with Close CRM: A Detailed Guide

July 10, 2024
CloseDr

Discover effective strategies to reduce no-shows using Close CRM. Learn how to set up automation, create follow-up workflows, and ensure no lead slips through the cracks. Boost your sales efficiency today!

Zapier Copilot

How to Use Zapier's Copilot: AI Features in 2024

July 17, 2024
CloseDr

Discover how to streamline your automation process with Zapier's Copilot in 2024. Learn step-by-step how to use this AI-driven tool to build efficient workflows, save time, and boost productivity. Get expert tips and insights to maximize your automation capabilities with Zapier's latest features.

Close CRM Checklist

Close CRM Setup Checklist

July 19, 2024
CloseDr

Discover how to set up Close CRM effectively with our comprehensive checklist. Learn essential settings, team management tips, integration links, and more to streamline your sales process and close more deals.

Close CRM Mistakes

5 Common Close CRM Mistakes and How to Fix Them | Boost Your Sales Performance

July 25, 2024
CloseDr

Discover the top 5 mistakes businesses make in their Close CRM setup and learn how to fix them. Optimize your sales process, save time, and boost revenue with our expert tips. Avoid common pitfalls and streamline your CRM for success.

Close CRM Smart Views

Master Close CRM Smart Views and Filters (Advanced Guide)

July 25, 2024
CloseDr

Discover how to master Close CRM Smart Views and Filters with this advanced guide. Learn essential techniques to streamline your sales process and close more deals.

Close CRM Reporting

Close CRM Reporting - Double Your Sales Team's Performance Instantly!

July 26, 2024
CloseDr

Learn how to utilize Close CRM reporting features to double your sales team's performance. Discover tips for customizing reports and using external tools for advanced reporting.

CloseDR More Deals.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.

Illustration of blue and light blue curved shapes

It is a Long Established

Lorem Ipsum

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.

Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that.

Lorem Ipsum

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that.

Lorem Ipsum

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.

Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that.

Lorem Ipsum

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that.

Table of Contents

Lorem Ipsum
Lorem Ipsum
Lorem Ipsum
Lorem Ipsum

Recent Posts