Katie Bani: AI Tutorials & Prompts
Scaling online consulting businesses & agencies to $100K-1M/mo by building their systems and backend.
Katie Bani Tutorials
3 demos
Jul 2025 · 1.3K viewsKatie Bani
Katie Bani4:152:49Close CRM
Managing Leads and Contacts in CloseDemonstrates the interface for organizing individual contacts and company-level leads within the CRM.Sync leads to CRM
7:554:21Close CRM
Updating Opportunities and Sales StagesShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.Lead routing & booking13:232:27Close CRM
Setting up Automated Workflows and SequencesWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.Build a cold-email sequence