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Nurturely+ Pipeline Stages: Explained

February 28, 2024β€’2 min read

Nurturely+ Leads: Pipeline Stages Explained

A healthy sales pipeline pays way more. Best way to keep a pipeline healthy is to keep it moving. A healthy pipeline looks empty on the left and full on the right. (Like the one attached here).

If your pipeline is full on the left, it means you are ignoring leads

If it's full on the right, it means you are on the cusp of company growth

Let's dive into what each pipeline stage means so you can keep it healthier, happier, and more profitable 😎

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NEW LEAD

Brand new leads that need to be contacted immediately. Having an automated text/SMS within 3-5 minutes of receiving the lead and calling them will give you the best chance at starting a conversation with them.

Leaving Opportunities here will fail your CRM Audit.

CALL ATTEMPTS #1 - #5

If an Opportunity is in this stage, it means that you’re attempting to get in contact with them. After 5 unsuccessful phone call attempts, drop them into β€œCall Attempt #5” and apply the Ghosted tag. These 5 call attempts should be made within the first 5-7 days of a lead being received in order to enjoy the highest possible conversion rates. Never apply the Ghosted tag before 5 call attempts have been made.

NEEDS FOLLOW UP

This means you’ve successfully gotten in contact with the person but an Estimate has not been scheduled yet. In some CRMs this stage may show "Engaging; Needs Follow Up".

ESTIMATE SCHEDULED

The person has scheduled an estimate with you.

ESTIMATE DELIVERED

You delivered an estimate (official or unofficial) to the prospect. For example, if you just give someone a price range for their cleaning, it qualifies to go in "Estimate Delivered". Customized quotes will always have higher win rates, but simply texting your prospects their pricing will earn you valuable ACQ points.

SERVICE SCHEDULED

Prospect has accepted the estimate and is on the schedule waiting for their first cleaning.

WON

Not exactly a pipeline "stage", but it's the most important of them all. These are all 1x and recurring clients you've WON with The RCF. Please be sure to hold off on marking Opportunities as WON until the service has been completed and the invoice has been paid. It's the only way to ensure that we charge Finder's Fees for truly acquired clients. πŸ™‚

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What Is The RCF?

The only pay-per-client program for house cleaning companies

RCF Scorecard

Accountability via the ACQ

The Mother of All House Cleaning Client Acquisition KPIs (for RCF Members anyway)

The ACQ is like a Member's credit score within The RCF.

The higher this score is, the more leads they get.

If an ACQ is negative, it's time to take serious action or risk being expelled indefinitely from the program.

Program Benefits

High-Quality Sales Opportunities

More than just leads, you get real sales opportunities.

Built-In Accountability

With the ACQ, you always know where you stand & where you need to improve.

Sales Advice

via The RCF's Sales Mentor.

State Of The Art CRM

Nurturely+ built on HighLevel.

In-Depth Trainings

To make sure you hit the ground running on your Day 1.

The RCF Group

An intimate community of like-minded entrepreneurs with the same goal.

High-Quality Sales Opportunities

You get more than just leads with The RCF, you get sales opportunities

RCF Universe

Active Members & Available Assets

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