Pipeline
4
Active lead records in this workspace.
Interested
1
Leads closest to a scoped offer conversation.
Replied
1
Contacts that need a tighter next-step follow-up.
Closed
1
Conversions already ready for client onboarding.
CRM Continuity
Lead records convert into scoped work
Lead Pipeline is the canonical CRM entry point. A qualified lead should move into package fit, proposal approval, engagement setup, and billing follow-up.
Workflow map
Practice workflow
Lead work begins the revenue-to-delivery path: qualify the buyer need before creating client work, document requests, deadlines, books support, or final review.
Current optimization
Keep revenue work from creating clients before the service fit is clear.
Handoff rule
Move only when the offer, buyer need, and follow-up path are explicit.
Ready signal
Lead has a qualified need, offer fit, and next follow-up date.
Search and States
Filter the pipeline
Search by lead, business, service line, or status before planning the next follow-up.
| Lead | Service | Status | Next action |
|---|---|---|---|
Jessa Mercado Mercado Home Supply | Monthly bookkeeping starter | Interested | Send the bookkeeping starter scope and pricing summary. |
Ralph Dizon Dizon Creative Studio | Freelancer tax compliance | Replied | Share the freelancer compliance checklist and propose a 20-minute consult. |
Mika Torres Torres Events | Payroll and remittances | New | Send the first acknowledgment and qualification questions. |
Paolo Chua Chua Distribution | Tax compliance retainer | Closed | Transition into client onboarding and document collection. |
Jessa Mercado
Facebook inquiry - Mercado Home Supply
Asked for a cleaner monthly close flow and wants to compare bookkeeping with tax filing support.
Ralph Dizon
LinkedIn message - Dizon Creative Studio
Replied positively but needs a sample monthly checklist before booking a call.
Mika Torres
Referral from prior inquiry - Torres Events
Just entered the pipeline and has not received a first response yet.
Paolo Chua
Warm referral - Chua Distribution
Converted after reviewing the monthly compliance scope and onboarding timeline.