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Sub-Pipeline
Consulting Inquiries
Pre-Sales Pipeline Standard
Freelancers Standard
Freemium Subscriber Flow
Sales Pipeline Project Scope
Project Consulting
Consulting Privileged Access Subscribers
Customer Lifetime ContentFlow
Prospect Onboarding
Stage
New Inquiry for Consulting
New Project
Brochure Sent
Pitch/Demo/Discovery
Follow Up Done
Background Verification
Client Review
Advance Received
New Subscriber (Free)
Welcome Message
Summary of Streams
Newsletter (ongoing)
CheckIn Survey
Offer Specials
Present the upgrade subsciptions
New Contract (Fee CDN)
Welcome / Confirmation Message
Introduction to purchased offers
feedback loop (infrequent surveys )
Newsletter (opt-out does not subtract service)
Set Alerts for our updates (unless opted out)
Info payments / prices / special offers etc.
Always offer an upgrade.
Review and retain.
Signed
Closed Lost - Bad Timing
Qualification
Needs Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost
Pre-Qualification Call
NDA and-or COI Disclosures
Discovery Call
Scope of Work Documented
Price Quote and Rates Sheets
Project Proposal Documentation
Project Approval Signatures
Blocked
Sales Qualified Prospect
Category Fit / Reroute
Retain Commitment
Wind-Down
Closeout
Closed As-Is
Closed Transition to Premium
Standard Terms of Service
Provide Access & Activate Contentflow
Conversion
Gather Requirements
Preparation
Project Completed
Cancelled
Transition to Consulting
Closed Transition to Consulting
Closed - Lost Unsubscribed
Cancelled Unknown
New Client Contract Freemium Flow (Fee/Free)
New Content Subscriber (Free)
Closed - Conversion to Sales
Closed - Lost Unknown
Closed - Lost Transition to Freemim
Closed - Lost Revisit Later
Closed -Won
Closed - Lost Downgraded
Closed - Lost Detracted
Continued - Ongoing As-Is
Qualified to Add to Newsletter
Response Received
Any New Inquiry
Any New Contacts
Offer Freemium Sign Up
Intoductions / Orientation
Project Kick-Off Meeting
Observation / Tour
Evaluations/Analysis
Reporting / Deliverables
Presentation / Hand-Off
Add to Newsletter (ongoing)
Amount
Type
-None-
Existing Business Lead
New Business Lead
GuideMe
Sellers
Lead Source
-None-
Sales Advertisement
Sales Cold Call
Referral from Employee
Referral from External
Website Online Store
Referral from Partner
Company Press Release
Sales Emailed Promo
Workshop Partner
Workshop Internal
Trade Show / Expo
Web Download
Web Research
Web Chatbot
Description
Freemium Memberships "Fanbase" Offer Confirmations ValueChainCommunity - Freemium