Map your complete sales pipeline—every stage from first contact to signed contract, who handles follow-up, what nurture sequences exist, and how thoroughly you're actually working your pipeline. This reveals where deals are falling through the cracks.
Most businesses lose more money from poor follow-up than from lack of leads. You're spending thousands on marketing to generate leads, then letting 60% of them die because nobody followed up on day 3. This workshop exposes the leaks in your pipeline so we can fix them.
Be brutally honest. If your pipeline is a mess, tell me. If follow-up is inconsistent, admit it. If you're winging it with no real system, that's valuable information. I can't fix what I don't know is broken.
Your pipeline structure determines CRM setup, automation sequences, team accountability, and revenue forecasting. Get this right and your close rate goes up 20-30% without changing your lead sources.
Fill out the GHL form. This data feeds directly into CRM pipeline configuration and automation planning.
Yes, we'll workshop this together. I'll show you where typical pipelines leak and help you design follow-up sequences that actually work. But document your current state first so we can identify specific gaps.
Your website generates leads. But if your sales process is broken, you're turning $3,000 in marketing spend into $500 in revenue. This workshop fixes the conversion side of the equation.
I'll design the pipeline stages and automation sequences. But you need to tell me how deals actually move through your business today, who's responsible for follow-up, and where things currently break down.
What we need: Every stage from inquiry to closed deal. What's the progression? How do you track it? CRM? Spreadsheet? Memory?
Why it matters: Pipeline stages determine automation triggers, follow-up cadence, and sales forecasting. If stages are unclear, deals get lost.
Contractor example: "New Inquiry → Estimate Scheduled → Estimate Completed → Proposal Sent → Follow-up → Contract Signed. We track in a Google Sheet. Half the time we forget to update it. No idea how many deals are in 'Follow-up' right now without digging through emails."
Accountant example: "Initial Contact → Discovery Call Scheduled → Discovery Completed → Proposal Sent → Contract Signed. We use a Trello board. Works okay for 5-10 prospects but breaks down when we have 30+ in pipeline. No automated reminders so follow-up is inconsistent."
What good looks like: Clear stages, CRM tracking, automated stage progression triggers, weekly pipeline review meetings.
What we need: Names and roles. Who's responsible for initial response? Who nurtures prospects? Who closes deals? Is it one person or multiple?
Why it matters: If everyone's responsible, nobody's responsible. Lead follow-up needs clear ownership and accountability metrics.
Contractor example: "I handle all lead follow-up personally. If I'm on a job site or in a meeting, leads sit for 4-6 hours before I respond. My project manager handles existing client communication but doesn't touch new leads. We need to change this but haven't."
Accountant example: "Our office manager does initial response within 24 hours, schedules discovery calls for me or our tax director. After discovery, whoever did the call owns the follow-up. Sometimes things slip through the cracks when we're in tax season."
Optimization opportunity: Response time SLAs (under 15 minutes is gold standard), backup coverage when primary person is unavailable, automated routing based on service type or deal size.
What we need: The actual communication sequences. What happens after estimate? After proposal? If someone goes quiet, what follow-up exists?
Why it matters: The fortune is in the follow-up. Deals that don't close on day 1 need systematic nurture until they're ready. Most businesses stop after one follow-up and wonder why close rates are low.
Contractor example: "After estimate, we email proposal within 48 hours. If no response in 3 days, I call once. If still no response, I send one more email saying 'still interested?' That's it. No automated sequence. No long-term nurture for people who aren't ready yet."
Accountant example: "After discovery call, we send proposal immediately. Day 3: follow-up email. Day 7: follow-up call. Day 14: final 'are you still considering this?' email. If no response, we assume they're not interested. No long-term nurture for prospects who need to think about it or have budget timing issues."
What good looks like: Automated email sequences at each stage, SMS reminders for scheduled appointments, value-add content during nurture (not just 'checking in'), 6-12 month long-term nurture for timing-based prospects.
What we need: The standards. Response time expectations? Number of touchpoints before giving up? Follow-up frequency? Are these documented or just understood?
Why it matters: If expectations aren't clear and measured, performance is random. "We should probably follow up faster" isn't a standard. "All leads get initial response within 15 minutes" is a standard.
Contractor example: "Expectation is same-day response to all leads, but reality is 6-24 hours depending on job site schedules. We say we follow up three times, but it's really once or twice. Nothing documented. No tracking. No accountability metrics."
Accountant example: "We aim for 24-hour response but tax season kills that. Discovery calls should happen within one week of inquiry. Proposals within 48 hours of discovery. Follow-up three times over two weeks. These are understood expectations but not written down or tracked."
What good looks like: Written standards, tracked metrics (response time, follow-up completion rate, conversion rate by stage), weekly accountability reviews, consequences for missed standards.
What we need: Honest self-assessment. 1 = we wing it with no system. 10 = we have a disciplined CRM-driven process with automation, accountability, and weekly reviews.
Why it matters: This tells me where we're starting from. A 3 needs foundational pipeline build. An 7 needs optimization and automation. A 10 doesn't exist—everyone has room to improve.
Contractor example: "Honestly? 4. We know where most opportunities are but tracking is inconsistent. Follow-up is ad-hoc. We lose deals because I forget to follow up after week 2. Pipeline reviews happen when I remember, which is maybe monthly."
Accountant example: "Maybe 6. We track opportunities, schedule follow-ups, but automation is minimal. Everything's manual. Pipeline reviews happen weekly during busy season, monthly otherwise. We're better than most but nowhere near optimized."
The gap: Most businesses rate themselves 4-6. Best-in-class is 8-9. Nobody's a 10. The gap between where you are and where you could be represents tens of thousands in lost revenue.
Your pipeline is where marketing investment becomes revenue. Every leak costs you money. Be honest about your current state—follow-up discipline, tracking accuracy, automation level. We'll build the system that turns more leads into closed deals.
©Feedbackwrench All Rights Reserved.
