Set up a simple sales pipeline
Put every enquiry into one visible pipeline instead of a phone notes app.
About 60 min · easy · cost varies
Why this matters
Leads are lost to forgotten follow-ups far more often than to price.
What we'd use
Working out what fits your situation…
Doing it
Step by step
Decide your stages
A workable service pipeline: New Lead, Contacted, Appointment or Estimate Scheduled, Proposal or Estimate Sent, Won or Lost.
Create the pipeline
Build exactly those stages. Resist adding more until real deals prove you need them.
Put a real lead in and set a follow-up
A pipeline with no activity reminders is just a list.
Official help
- Open official page
Official pricing and get-started page.
- Open official page
Official help for setting up pipeline stages.
Get your AI to help
Hand this to your AI
Set up a simple sales pipeline
Design a pipeline the owner will actually keep updated, and get the first leads into it.
How should it behave?
It stops and asks you before going further: Stop before designing automations or custom fields - those come after a month of real use.
Legal, tax and financial rules differ by state and change. This is process guidance, not legal, tax or financial advice - for a binding answer, use the official agency source or a licensed professional in your state. Any tool named is a suggestion to evaluate, not a requirement.
You're done when
A pipeline exists with your real stages and at least one live enquiry moving through it.
- Not yet
Your pipeline stages are set up
New Lead, Contacted, Estimate Scheduled, Estimate Sent, Won or Lost.
- Not yet
A test lead has moved through the pipeline
Prove it works before real enquiries arrive.
Check it worked: Add a real lead, set a follow-up activity, and confirm the reminder appears.
Almost there
Still to confirm: Your pipeline stages are set up, A test lead has moved through the pipeline.
If it goes wrong
If the pipeline goes stale, you probably have too many stages. Five is plenty to start.