BOOK & ORGANIZE
Build Your Sales Pipeline
One board that shows every lead and every dollar in play, so nothing slips and you always know what to chase next.
What it solves
When leads live in your head and your text threads, deals stall in the quote stage and you lose track of what is worth chasing. This guide builds one pipeline board where every lead lands automatically, carries a dollar value, and moves by clear rules. A 10-minute weekly review keeps the board honest.
What this is worth: Agencies charge $1,000 to $3,000 to build lead capture and follow up.
What is inside
- A stage setup using New, Contacted, Quoted, Won, and Lost as a strong default.
- An auto-add rule that creates an opportunity in New from your lead form.
- Dollar values on every opportunity, using your average job value as the default.
- Move rules per stage, such as quote sent moves to Quoted and deposit paid moves to Won.
- A weekly review to chase stuck quotes and move dead leads to Lost.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
By completing your purchase you agree to our Terms and Refund Policy.
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Questions, answered
Four to five that match how you actually sell. The guide suggests New, Contacted, Quoted, Won, and Lost as a default, and warns that fewer stages get used while over-engineered boards do not.
No. You connect your lead form to create an opportunity in the New stage, set in the same workflow as your text-back. The guide has you confirm with a test lead.
Your CRM login, a clear sense of your typical sales steps from start to close, and your average job value, which becomes the default dollar amount on each opportunity.
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