Overwhelmed by complex CRM? This simple & scalable template provides the perfect foundation for any business – Designed for Decision Making
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
New
This is the initial stage where a potential customer first enters your radar.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
Initial Contact
This stage occurs when you make the first attempt to reach out to the lead. This could be through email, phone call, or social media.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
Qualified Lead
This stage signifies that the lead has shown significant interest and meets certain criteria to be considered a potential customer.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
Converted
This is the final stage where the lead becomes a paying customer.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
What to do ?
Assign leads based on team expertise and availability.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
What to do ?
Research the company and assess their needs and budget.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
What to do ?
Prepare a compelling presentation, negotiate terms, and present offers.
</aside>
<aside> <img src="/icons/push-pin_lightgray.svg" alt="/icons/push-pin_lightgray.svg" width="40px" />
What to do ?
Onboard the new client and celebrate with the team.
</aside>