A Homeowner Goes Quiet For Two Weeks And Nobody Calls To Check In

Eight pipeline stages, mapped end to end

The stages that separate a real pipeline from a plain "open" and "closed" list, plus the automations and reporting that show exactly where deals are stalling.

• The eight pipeline stages, from the first call through permitting and production to the final walkthrough.
• The speed-to-lead setup: an alert the moment a new lead comes in, auto-assignment by territory, and an escalation rule if nobody responds within ten minutes.
• The follow-up sequence built specifically for the Design/Proposal stage, with a 48-hour check-in, a call task a week later, and a 14-day alert to the sales manager.
• The five deal-level fields to track, from project type and budget range to lead source, so cost per lead and close rate become numbers you can report.
• The five setup mistakes that quietly break a CRM, from skipping lead source tracking to treating production as a separate system.