Sales Pipeline

IDLE CONTACTS BoomTown! S ALES PIPEL INE TRASH A new lead is assigned • ( N EW bad phone# + bad email = TRASH & forget! NOT CONTACTED move category Call ASAP! • QUALIFY • Auto-start a short Smart-Drip plan designed to get a response Call at least 5 more times • Smart-Drip ARCHIVE RESPONSE auto-pause COMPLETED Completed Plan & Still NOT QUALIFIED Be careful about auto-starting a plan when leads are moved to ARCHIVE, auto-move as you may not want to treat all leads the same • Smart-Drip Smart-Drip WATCH RESPONSE auto-pause COMPLETED QUALIFIED PROSPECT? move to pipeline RESPONSE auto-pause NURTURE Ready & Committed COMPLETED НOT REPEATS & REFERRALS move to pipeline CLOSED $. Smart-Drip PENDING auto-move ESNOASAH ON - dua aunIc pajaiduuo CONTACTED & QUALIFIED 6 to 12+ months 3 to 6 months out NO RELATIONSHIP YET LEA D S E MAILING TALKING R OSPECTS SHOWING SERVING CLIEN TS