Step-by-step guides for Indian SMB sales teams. Lead capture, follow-up flows, WhatsApp templates, AI in the loop, hiring and retention. Field-tested with real GrowYu customers. No paywalls. No gated PDFs.
A 10-part guide for founders running 5–50 person teams. From your first IndiaMart lead to a 30-second AI summary that lands in WhatsApp. Built with 18 customers across coaching, real estate, healthcare and B2B distribution.
The exact field mapping every broker should use, plus the de-dupe rule that kills double calls.
5 fields, 2 you can skip, and the JS snippet that pushes leads to GrowYu without a Zap.
Day-by-day playbook that lifted Brightline's enrolment 38%. Includes the exact reminder copy.
The Meta documents, the rejection reasons we've seen, and the resubmission script that works.
Real-estate site-visit confirmation, coaching demo reminder, healthcare appointment, more. Copy-paste.
A workflow that respects the rep: summary → suggested next step → rep approves → reminder.
Round-robin, skill-based, and territory routing. With a fairness toggle you can show your team.
Why most CRMs ship 12 stages, why you should ship 4, and how to retire the ones you stopped using.
The 4-question screening script, the trial-call format, and the comp band that actually retains.
A 6-chapter walk-through of the full SMB tele-sales loop, told through a real coaching institute in Indore. Each chapter is standalone, but together they make a complete onboarding for a new sales manager.
Estimated · 52 min total · last updated 18 Apr 2026.
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