In this 20-minute 9:30 Advantage session, Helen breaks down why sales teams underperform when they’re fed cold, unqualified leads — and what to do instead. She explains the hidden costs (wasted hours, demoralisation, bad forecasting) and the common trap of pushing salespeople to both set appointments and close deals — two very different skill sets. You’ll learn a four-part fix:

1. Introduce BANT with a shared definition of a qualified appointment and independent scoring (Budget, Authority, Need, Timescale; pass threshold 4.5/6).
2. Front-load qualification by publishing and following a simple, five-step process everyone can explain — from kick-off to weekly reporting.
3. Stop making closers book their own calls — use a dedicated appointment-setting motion (or a partner) so sales spends time closing, not chasing.
4. Run a consistent weekly cadence with follow-ups and a scorecard that tracks meetings → proposals → wins, so the pipeline becomes real, not wishful.

If you’re done with “more meetings at any cost” and want quality conversations that convert, this episode shows how to rebuild your system so great salespeople can actually sell.

👉 Ready to fill your diary with qualified appointments and lift your conversion rates? Visit www.exceptionalthinking.co.uk/contact to chat.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Exceptional Thinking Podcast, Helen lifts the lid on the CRM platform that’s become the backbone of her business — Go High Level. After years of juggling multiple tools for CRM, email marketing, scheduling, and social media, she explains how moving to an all-in-one system has saved time, reduced costs, and improved client management.

You’ll hear:

• Why Go High Level replaced tools like AWeber, Hootsuite, and Acuity in one centralised platform
• How to import and organise your contacts without overwhelming your system
• The powerful automation features for email, SMS, WhatsApp, contracts, and follow-up sequences
• How to use tags, opportunities, and task assignments to keep leads moving forward
• Extra capabilities like membership sites, funnels, client portals, quizzes, surveys, and AI-assisted messaging
• The hidden costs you need to factor in — and why Helen still thinks it’s worth every penny
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Whether you’re looking to automate more of your client journey, consolidate your tech stack, or simply gain better visibility over your pipeline and team activity, this episode will help you decide if Go High Level could work for you.

👉 Want to see how Exceptional Thinking uses Go High Level to help book qualified appointments for clients? Visit www.exceptionalthinking.co.uk/contact.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Exceptional Thinking Podcast, Helen shares how a clearly defined process transformed Exceptional Thinking — streamlining operations, simplifying training, and enabling her to step out of the daily running of the business.

Drawing on her own five-step appointment-setting process, Helen explains how documenting each stage — from kickoff meeting to weekly reporting — has created clarity for the team, improved client understanding, and ensured consistent quality. She also reveals how breaking down each area of the business into smaller mapped-out processes makes onboarding new team members faster, easier, and more effective.

You’ll learn why “every client is different” is often a myth, how to spot common patterns in your work, and how to turn them into repeatable systems that can be followed by all. Helen also shares lessons learned from implementing processes, including the tweaks and changes needed to get them right — and why, without them, owners often stay trapped in the operational grind.

If you want to free yourself from constant firefighting, scale your business without chaos, and focus on growth, this episode will give you the practical first steps to make it happen.

👉 Want to see Exceptional Thinking’s five-step process and find out how we can help you book qualified appointments consistently? Visit www.exceptionalthinking.co.uk/contact.

Hosted on Acast. See acast.com/privacy for more information.