CRM Pipeline Stages That Actually Work (Agencies + Services)
A simple pipeline reduces missed follow-ups and helps you forecast revenue. Here is a practical stage setup for service sales.
A pipeline is a decision system: what is the next action and when will it happen?
Start simple: New → Contacted → Qualified → Proposal Sent → Negotiation → Won/Lost.
Add one rule: every deal must have a next step date. Without it, the pipeline becomes a graveyard.
Track reasons for Lost deals to improve targeting and messaging.
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