How-To Sub-Article
Lead pipeline template (stages + definitions)
A pipeline stops leads from dying in your head. Use these stages and definitions in any CRM, spreadsheet, or notes app.
1) Why stages matter
If you only track “leads”, you can’t see where you are losing deals. Stages show leaks.
2) Stage list (simple)
- New lead: call/text/form
- Qualified: right job + area + timeline
- Scheduled: appointment booked
- Quoted: estimate sent
- Won: job sold
- Lost: not moving forward
3) Definitions (keep them strict)
Be strict so your numbers mean something.
- “Qualified” means you actually want the job and can do it.
- “Quoted” means the estimate is sent and received.
- “Won” means scheduled and agreed.
4) What to do in each stage
- New lead: reply fast, ask job + city.
- Qualified: schedule next step.
- Scheduled: confirm appointment.
- Quoted: follow up in 24–48 hours.
- Won: do job, capture proof.
- Lost: note reason, improve system.
5) Mistakes to avoid
- Everything stuck in “new lead”.
- No follow-up tasks.
- No notes on why you lost.
Want follow-up scripts too?
Pipeline works best with scripts and cadence.