Pipeline bundle
for Typical Lead & Booking Workflow
This Pipeline setup can be used with your existing lead and booking workflows to allow you to quickly see where your leads are at in your workflow, from inquiry to booking, onboarding, and working.
This bundle is not specific to any industry, and can be used with your existing setups.
With this Bundle, you'll be able to…
View Leads who haven't taken the next step
Follow up with leads who are “still thinking”
Follow up on incomplete quotes
See who is ready for onboarding
This Pipeline setup can be used with your existing lead and booking workflows to allow you to quickly see where your leads are at in your workflow, from inquiry to booking, onboarding, and working. Your system will be loaded with the Tags and 2 Pipelines that will show you the following activities - Fresh leads, Leads who have scheduled a call, Leads who are "still thinking", leads who are "ready to book" and need to have quote sent, clients who have accepted quote and made payment, but need to be onboarded, clients who have been onboarded, but work hasn't started, and clients you're in the "working" phase with.
This bundle includes the Tags and 2 Pipelines. These Pipelines are designed to be used with your existing workflows or new workflows you create.
In order for the Pipelines to display properly, you will need to add the Project Tags to your existing or newly created workflows. Specific instructions regarding this process will be provided upon purchase.
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Deb Mitzel
Hi there, I'm Deb Mitzel and I LOVE small business, like REALLY love it, and I'm passionate about helping other small business owners find success! With almost thirty years in the business world and over a decade as a small business owner, I have acquired and developed a unique set of skills that I can use to help you level up the "business" side of your business!
I specialize in providing Small Business Consulting & Coaching services, as well as Portrait Photography, but have extensive experience in all aspects of small business, from marketing and sales to accounting, operations, and beyond.
I have been using 17hats since 2015 and am excited to offer templates you can use to level up your business success!