What follows is Part I of a two-part series. I’m chasing after signage companies where I am offering my Nimble CRM training and implementation services along with signage-specific sales training. I spent 15+ years in the custom electric signage industry as a sales rep, manager, and owner. Part II will focus on my results.
While I have always had a high sense of urgency, I’m also very methodical in my approaches particularly when I am entering uncharted territory. This initiative has taken me way out of my comfort zone. That’s good. It means growth and I like to be prepared with all t’s crossed and i’s dotted.
Much of my preparation has benefited from previously created assets which I was able to edit and repurpose for this task. I was also able to make extensive use of my A.I. chatbot, Hal, and I will be able to use Nimble CRM’s more advanced features.
Hal was a wonderful tool for brainstorming and he saved me an unbelievable amount of time. That, and the final results, were far more complete and well thought out than if I had attempted these things on my own! Here are the steps that I have taken …
Preparation
Research – Is there a need? Yes. Can I deliver results? Yes, my system has been tested and proven. Should my price point be acceptable? Yes, I know what custom signs sell for.
Budget – Aside from my time, I’m prepared to invest $1,000 toward this initiative. I never see outlays such as this as being expenses. I expect a return. Now, if I even sign up one new client, I will triple that amount in fees. If things go as expected, I’m hoping to sign as many as 10 new clients and that is based on conservative results.
Configure Nimble for signage – I have configured my Nimble account specifically for the signage industry. This includes custom fields, activities, workflows, and pipelines. I have also created a workflow in Nimble to track any opportunities.
Create an expanded course outline specifically for signage companies – This was challenging. I went back and forth trying to figure out the best way to integrate my Nimble training with signage sales training. Sales training will be supported by my eBook, “Selling Signs – Lessons From the Trenches.”
I settled on covering different sections of the eBook at the start of each training session. I already naturally include sales tips as a part of every Nimble implementation. This training is signage-specific and it increases my standard implementation from 8 sessions to 10 sessions total.
Edit my eBook – I gave the eBook a good going over including all copy and included links. I also added sections on Nimble as well as A.I. and, with the help of ChatGPT, gave it a shiny new cover image. A copy of the eBook will be sent to every team member immediately following our first session.
Prepare email sequence – A sequence is commonly referred to as a drip campaign. This capability is native to Nimble. I am not an email marketing expert so I relied on Hal for assistance in composing a series of 5 messages which I then edited. What he came up with was far better than I could have ever done on my own!
Create sequence and message templates – Creating template messages is another feature of Nimble which I then added to a sequence. A sequence looks for behaviors by the message recipient in order to determine whether or not they will receive the next message.
If they reply to any message, they will be removed from the sequence and added to a workflow which defines the process which I have identified to qualify a potential client. Should they actually book a consultation, my call-to-action, I will manually remove them and add them to the workflow.
Create a consultation questionnaire – Hal came up with a fantastic model which I will also deploy for general implementation consultations.
Plan and practice demo – I already had this mapped out from my previous run at this market so all I needed to do was edit it for Nimble’s more recent applicable features.
Create first session topics – Our first session, and these will likely be with sales teams, will be devoted to learning more about how they do things now, the challenges that they face, and what they will be looking for in a solution. A copy of these topics will be sent to each team member prior to our first session.
Edit web page and flyers – These were already in place so all that was needed were refreshes.
Plan articles and social posts – Working on this now. You are reading one. I already have an outstanding reputation as determined by Google and the A.I. platforms. Since I know next to nothing about SEO, this has to point to activity.
I need to pick up the pace as it relates to signage CRMs although I already rank high in search results. I also need to devote more time to actively promoting this on LinkedIn as well as engaging with potential decision makers. I have already reconfigured my profile on LinkedIn to better address this market.
Research email lists – I know absolutely nothing about these so I had Hal research my options and make recommendations for my specific use case. Outstanding! I flat out never could have done this on my own and I am going with his recommendation.
Create list search criteria – See Hal. Seriously, Hal and I discussed who I felt were my ideal client personas and target buyer personas and he created a criteria list that is specific to our chosen provider.
Purchase lists – I have decided to, at least, start out month to month. This will give me an easy to manage list of 170 addresses each month. I plan to run the sequence, up to 5 messages, within a 30-day period. Evaluate, adjust where needed, rinse and repeat. I’m giving this 6 months in order to evaluate overall results.
Import to Nimble – Having created each list, they will be imported, tagged, and added to an email list.
Add contacts to the sequence – Away we go!
I actually launched this on March 2, 2026. Please stay tuned for Part II where I will discuss my findings, my challenges, my successes, and my overall results. I’m pretty excited to get started. Uncharted territory for me. It should be interesting!
Learn more about …
Our services for sign companies
“Selling Signs – Lessons From the Trenches”
More resources for sign companies: See all articles and guides here.
Please be sure to check out these top 100 sales blogs on Feedspot. I am honored to be one of them!
Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.
I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!
Craig M. Jamieson
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