Pipeline Progression

Target List" is the first stage of the Keynote Pipeline, where we place leads generated from our Direct Outreach. (3-6mnth checkin, Cold Lead, & Social Media lead)

This is the stage on where you are going to move the deal from the target list, once the initial email has been sent to the client and they've expressed interest in receiving our offered Lead Magnet—whether it's the Magalog, '5 Conference Trends,' we enter this stage. Here, we verify that the client qualifies as a promising lead, thus enabling us to proceed with further nurturing efforts

This stage involves progressing the deal after the initial email to the client. If they respond saying they might not be the right contact for events or sourcing speakers, or if they lack responsibility for it, we enter this stage. We then send a series of follow-up emails asking for the correct contact within their organization who handles events. This approach helps us connect with the appropriate decision-maker and advance our engagement.

Contact Made (No Reply) stage is the default stage after the initial email is sent to the client. If the client does not respond to the initial email, the sales team will send 3-4 follow-up emails. If the client does not respond to any of the follow-up emails, the sales team has the discretion to mark the deal as lost and create a task to reconnect after 4 months, or simply find a new contact for the deal.

THIS IS THE SWEET SPOT! - F2F stage is when the client book a demo or simply agreed to have a chat with James Virtually to discuss the possibility of booking James Castrission as their speaker for their event and via Demo, James will definitely showcase the snippets of his conference products.

This is the stage when after the demo, the client shows some interest in James' Conference Products yet no urgent needs defined - no budget/ dates/ event.

Note: We can still revisit those leads are within this stage in 6months-1year time to see if there's opportunities

In this stage, the Sales VA will create a proposal and send it to the client. The client has shown some interest in James' conference products, has a budget and event date, and is very keen to book James. The Sales VA will send 4 follow-up emails at this stage.