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Richard Patey

M&A Advisory for Digital Assets

Bio

I've built and sold multiple websites, newsletters and communities through marketplaces/brokerages and privately. I can offer guidance to those looking to acquire or exit.

Recent Answers

CRM software

What are good options for CRM and some basic marketing automation for our startup? Single product or multiple through Zapier/existing integrations.


Richard Patey

M&A Advisory for Digital Assets

Hi, happy to jump on a call to advise with the setup of lead capture & nurturing through drip email sequences. Your man for advice on integrations would be Denis from Integration Agent denis@integrationagent.com

Sales

Looking for help determining ideal marketing automation -> CRM workflow.


Richard Patey

M&A Advisory for Digital Assets

I don't think you need a CRM immediately, but you do need to implement a drip email sequence that educates, nurtures and qualifies leads based on behaviour. I'd recommend taking a look at Drip - I wrote a post on why I moved to them from Mailchimp http://www.richardpatey.com/email-marketing-automation-leaving-mailchimp-drip/

CRM software

Do you have any suggestions for CRM software that is pretty to look at and easy to use?


Richard Patey

M&A Advisory for Digital Assets

I'd recommend checking out https://www.pipedrive.com - great drag and drop pipeline view (no affiliate or relationship with the company).

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Areas of Expertise

Marketing AutomationAcquisitionsSearch Engine Optimization (SEO)Sales Funnel Optimization