Sales Pipeline pack
Leads that stop going cold
From leads to deals, with nothing slipping through. Capture new leads, follow them up and track every deal through to Won.
How it flows
Every enquiry lands in one place
Wherever the customer reaches you from, one record is created and moved through the stages this pack installs.
The pipeline it installs
Stages in your language
Ready on day one, and yours to rename or reorder.
New Lead→Contacted→Qualified→Proposal→Won→Lost
The form it builds captures:
NamePhoneEmailBudgetSourceNotes
Sent without you
What goes out automatically
Every one of these arrives switched off. Review it, then turn it on.
- Welcome message — sent automatically at the right stage.
- Won - thank you — sent automatically at the right stage.
The AI that comes with it
Sales Assistant, briefed for this trade
An assistant already set up for sales teams. It answers customers from your own prices and policies, collects the details your form needs and moves the record along — on WhatsApp and on your website, day and night.
- Goal — Book a discovery call or send a proposal, then get a YES. Every message should move the lead one step closer.
- Hands over — when the customer says human, call me, manager, complaint.
- Answers only — from the prices and policies you upload. It never invents an offer.
Playbook rules in this pack
- Welcome new lead
- Follow up silent leads
- Qualified → send proposal
- Proposal stuck 3 days
- Hot lead → alert the team