Pipeline and follow-up

Approach

The pipeline shows the stage of each opportunity, what the team discussed with the customer and who needs to act next. That helps the team organize sales follow-up.

How we work

1. We review the sales stages the team uses, lead sources and the requirements for moving forward.

2. We define the fields, tasks and reminders needed for follow-up.

3. We prepare a view for choosing which opportunities to handle first each week.

How this connects to your business

We organize sales stages with their fields, tasks and reminders. Each opportunity keeps a record of the conversation, who owns it and what they need to do next to continue toward a sale.

What to define

We review campaigns, content and experiments alongside sales data. That shows which inquiries they generate, how those inquiries move through sales and what return they bring.

• ✓Where inquiries come from and which ones meet the sales criteria.
• ✓Which stage opportunities stop at and what we can do to follow up.
• ✓Which report helps us decide each week without checking ten tools.

Expected outcome

A report that brings together acquisition, conversion, follow-up and return to review what is working and what needs to change.