A Simple CRM Pipeline (Even If You Use Spreadsheets)
A lightweight pipeline you can run in any CRM or a simple spreadsheet.
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You don’t need a fancy CRM to be consistent.
Stages
- New lead
- Contacted
- Qualified
- Proposal sent
- Won / Lost
Track 4 fields
- Source
- Value (estimate)
- Next step date
- Notes
Weekly review
Move every lead forward or close it out.
Consistency beats complexity.