What exactly is a "Sales Pipeline" and why do you need one?
A sales pipeline is a visual way to track potential customers as they move from being a brand-new lead to a completed sale.
Think of it like a digital organized to-do list that shows you exactly who is interested in your services and what step needs to happen next.
Using this system ends the confusion of "who do I call today?" which results in a much more professional and profitable business.
How do business owners enter your pipeline?
Local business owners are automatically dropped into your pipeline the moment they identify themselves through your newsletter surveys.
Chad and the team have designed a process where your newsletter subscribers can take a "Micro Survey".
When they answer "Yes" to owning a business, the software "Tags" them, which is just a digital label, and moves them into the first stage of your pipeline so you can give them special attention.
What are "Stages" and how do they help you stay organized?
Stages are the individual steps a lead takes, such as "New Lead," "Qualified," or "Awaiting Call," which allows you to see the health of your business at a glance.
The team updated the Global Control dashboard giving you the ability to see leads in different colors based on their age: green for brand new, and pink for those needing a follow-up.
Instead of leads getting lost in a messy inbox, this visual board results in every potential customer getting the right message at the right time.
Can you have other people manage your pipeline for you?
The system now includes an "Enterprise" feature, meaning you can add staff members to log in and handle the sales calls and follow-ups on your behalf.
This allows you to act as the "Media Boss" who grows the newsletter while your team works the pipeline to close sponsorship deals.
Rather than you being tied to the phone all day, the software handles the organization resulting in a business that can scale up without you doing all the manual labor.
