Services / Sales pipelines and funnels
Sales pipelines and funnels
See exactly where every deal sits and what has to happen next.
What this fixes
Without a pipeline, forecasting is a feeling. You know business is coming but not how much, from where, or which deals have quietly died.
A funnel and a pipeline are two halves of the same thing. The funnel brings people in and the pipeline tracks them until money changes hands.
How it runs once it is live
The same path every single time, whether it is one lead a day or two hundred.
What you get
Stage design
Stages that mean something. Each one has a definition and an exit condition.
Opportunity values
Real numbers on each deal so the pipeline total is worth reading.
Automated stage moves
Deals advance on actual behaviour instead of someone remembering to drag a card.
Rotting and stale alerts
Deals that sit too long surface instead of quietly disappearing.
Funnel pages
Capture pages feeding the pipeline with the lead source attached.
Pipeline reporting
Value, conversion rate and stage bottlenecks in one dashboard.
How I build it
Usually one to two weeks for a single pipeline with its funnel.
We walk through your last ten deals and find the stages that actually exist.
Stages, values, automations and alerts built in your account.
Pages and forms wired in so new leads enter at the right stage automatically.
We look at where deals are stalling and adjust the stages that are not working.
The insurance pipeline I manage tracks 5,379 opportunities and $235.89K in opportunity value.
See the screenshots ›Want this built?
Send me the short version of your situation. I will reply with what I would do first and what it would cost, whether or not you hire me.