Sam Queen, CloseDr: AI Tutorials & Prompts

Sam Queen, CloseDr

1.9K subscribers117.8K views72 videosUnited States

I build Close CRM accounts that print revenue. 7+ years. 100+ custom builds. At the time of filming, CRO of SendBlue (1M → 12M ARR in 12 months). My name is Sam Queen. Some people call me the CloseDr. This channel is everything I know about Close CRM - custom activities, smart views, automations, workflows, templates, reporting, integrations, and the daily playbooks that make sales teams actually follow the process. What I believe: → The best sales process is one that gets followed → Your CRM is a product, not a project. Never stop iterating. → Relentless execution. Every day. 📲 Text me: https://app.iclosed.io/e/sendblue/contact-closedr-demo Start here and tell me what you need — Close CRM build, Sendblue demo, iClosed pricing, or just say what's up. 🔗 Start your Close CRM free trial + get my free sales rep onboarding guide: https://refer.close.com/rb20po4hijng-bs6t7h 💬 Want iMessage in your CRM? See Sendblue in action: https://app.iclosed.io/e/sendblue/contact-closedr-demo
Source: YouTube

Sam Queen, CloseDr Tutorials

22 demos

Jan 2026 · 3.5K views

Sam Queen, CloseDr

7:322:09Close CRM

Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.Sync leads to CRM

11:292:32Close CRM

Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.Sync leads to CRM

17:451:54Close CRM

Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.Sync leads to CRM

Nov 2024 · 909 views

Sam Queen, CloseDr

16:584:41GoHighLevel

Build AI iMessage and Voice workflows in GoHighLevelThe creator builds a workflow using SendBlue actions in GoHighLevel to send automated iMessages and AI-generated voice notes via 11Labs.Autonomous AI SDR

Jan 2025 · 8.4K views

Sam Queen, CloseDr

3:242:51Close CRM

Lead and Contact Hierarchy in CloseDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.Sync leads to CRM

7:472:50Close CRM

Managing Custom Fields and OpportunitiesShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.Append firmographic/technographic data

19:373:05Close CRM

Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.Build a cold-email sequence

Jul 2024 · 1.5K views

Sam Queen, CloseDr

5:472:58Close CRM

Configuring Custom Activities in CloseThe video demonstrates how to build custom activities to track specific sales funnel events like triage calls and strategy sessions.Sync leads to CRM

10:085:41Close CRM

Setting up Custom Fields and Lead RequirementsA step-by-step guide on creating custom lead fields, setting required data points for reps, and organizing lead information sections.Sync leads to CRM

19:467:21Close CRM

Creating Smart Views for Lead ManagementShows how to use filters to create 'Smart Views' that help sales reps and closers manage their daily outreach and follow-ups based on lead status.Multichannel (email+LI+call)

27:053:05Close CRM

Setting up Automated Workflows and SMS SequencesDemonstrates the creation of automated workflows in Close, including SMS follow-ups and delay steps for lead nurturing.Build a cold-email sequence

Jun 2024 · 2.6K views

Sam Queen, CloseDr

3:531:18Close CRM

Setting up team roles and permissions in CloseThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.Lead routing & booking

7:182:15Close CRM

Managing lead statuses and pipeline overviewA walkthrough of the lead profile view in Close, showing how to organize accounts by statuses such as 'Qualified', 'Interested', and 'Active'.Sync leads to CRM

11:571:32Close CRM

Creating custom fields in Close CRMDemonstrates how to add custom opportunity fields and data types (like date or multiple select) to capture specific prospect information.Append firmographic/technographic data

Jul 2024 · 3.6K views

Sam Queen, CloseDr

2:301:35Close CRM

Setting up the Close CRM Predictive DialerThe video demonstrates the steps to enable the predictive dialer, assign users to groups, and configure voicemail and abandonment settings within the Close CRM interface.Parallel/power dialer

Sam Queen, CloseDr: AI Tutorials & Prompts

Sam Queen, CloseDr Tutorials

Sam Queen, CloseDr Tools