From Lead to Customer: A Simple CRM Workflow for Small Teams
Most teams fail because they don’t have a repeatable workflow. Here is a simple lead-to-customer process you can implement today.
Define stages, define ownership, define next steps. Keep it simple and consistent.
Capture leads into CRM with tags (niche, city, source) and a first-touch date.
Schedule follow-ups and track notes to maintain continuity across the team.
Review pipeline weekly. Remove stuck deals or move them forward with one action.
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