Business Pipeline›Sales Pipeline

Sales Pipeline — EyeFly Digital.

Sales Pipeline

Primary KPI: Cash Collected
Call Shows Up from Setter Pipeline
Not a Fit
  • Doesn't serve the niche or doesn't meet the revenue threshold
  • Auto-removed from all sequences — no further outreach

Terminal. Never enters the pipeline.

  • Follow-up call is confirmed and on the calendar
  • Send any requested info, case studies, or proof before the call
  • Confirm attendance 24 hours before — reschedule early if they flag an issue
  • If ready to move forward → send invoice → Cash Collected
  • If call falls off calendar without rebook → move to Need to Reschedule
  • If verbally says not ready now → move to Not Ready

Done when: Payment collected (→ Cash Collected), moves to reschedule, or moves to Not Ready.

Active Deals Closer (Jason) Confirm 24h before each call
Not Ready
Qualified — not interested now
  • Qualified prospect — "not interested" means not interested right now
  • Add to daily value newsletter — sends until they unsubscribe
  • Do not chase with direct outreach while on newsletter
  • If they re-engage → return to Active Deals

Long-term nurture. Returns to Active Deals on re-engagement.

  • Jason has spoken to them — but no call is currently on the calendar
  • Priority: follow up until a call is rebooked (→ back to Active Deals)
  • Manual outreach only — no power dialer or automated calling
  • No response after 7+ days → move to Ghosted

Done when: Call rebooked (→ Active Deals) or exits to Ghosted.

Need to Reschedule Closer (Jason) Manual follow-up only
Ghosted
7+ days no response
  • Drop from pipeline — enter long-term nurture (email cadence)
  • If they re-engage from nurture → return to Need to Reschedule

Terminal exit. Long-term nurture continues.

  • Invoice sent and payment confirmed
  • Log the deal: client name, MRR, close date, and package
  • Announce in team Slack: "Deal Won: [Client] — $[MRR]/mo"
  • Brief the Client Ops team: business type, offer, expectations, and client's key motivators
  • Send the client a welcome message — onboarding triggers automatically

Done when: Payment confirmed, Client Ops briefed, onboarding triggered.

Cash Collected Closer (Jason) → Ops Manager (Jean) Cash Collected ✓
Client Ops Pipeline ↓
Active stage
Success / terminal
Terminal branch
Trigger / input
Sales Pipeline · EyeFly Digital
Related Infrastructure
⚙ GHL Ops & Onboarding Infrastructure