Our Pipelines in Active Campaign

part of outbound enquiries

these are list of people we want to contact

questions to ask:

• are their contact details correct and all fields input?

• what product are they interested? is it a keynote, workshop, or MAG program?

part of outbound enquiries

deals in this stage have been sent an initial email

everything we do here is we are pushing for a sales demo

deals move to the next stage once demo is booked

if proposal is not accepted or we need to get in contact in the next months, cancel the upcoming tasks for that deal and send/create a new task as determined by client and as per prior communication

deals from the target list have accepted the sales proposal/demo or booked in a chat/call with James

Once the sales demo is completed, we move them to the next stage in the pipeline

Enter this stage if meet following conditions: interest shown but no needs are defined, no info about budget, date, event etc

when an inbound enquiry enters the funnel, that deal is created in either this stage unqualified (or qualified section of the funnel).

An example of a deal that would enter this stage in the funnel: enquiry from info@ but there is no information about budget, date, and event itself

once there is feedback/ tangible deal info (ie date, event details, budget info etc) from this stage, we move the deal to qualified stage

we have details of the engagement (budget, date, event) however we manually create the task reminders to manage the deal

proactive management is necessary by creating manual tasks for each deal

we have details of the engagement (budget, date, event) and an automation trigger has been set up for the reminders to be sent automatically

proactive management is necessary as tasks that are auto generated:

• Wait 3 days -> email reminder

• Wait 3 days -> SMS reminder

• Wait 3 days -> email reminder

• Wait 3 days -> call reminder

• Wait 3 days ->action reminder

• Wait 3mths -> re-engage reminder

deals in this stage:

• are qualified (ie have date, budget info etc)

• have been sent availability, budget etc

• have been sent proposal (if needed) 

in case deal will not proceed, change the status from open to lost/won

Deal lost are leads that enter the pipeline but do not convert

Deal won are leads that have achieved the goal of the pipeline (e.g. engagement is locked in)

Open deal are leads that are active and awaiting for feedback (accept or decline)