Manage Your Enquiry Management Pipeline

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Step 1. Accessing Inquiry Management:

• Navigate to Opportunities and switch to the Inquiry Management board.
• This board should only contain warm leads, not clients, cold leads, or unconverted leads.

Step 2. Pipeline Overview:

• Referrals: Leads referred by clients during onboarding.
• Book a Chat Scheduled/No-Show: Initial short calls to assess fit.
• Consult Scheduled/No-Show: Main sales calls.
• Won: Leads that have purchased and are now clients.

Step 3. Managing Referrals:

• Referrals appear here after clients submit short forms with their friends' details.
• Contact referrals to book them into the inquiry process.

Step 4. Book a Chat Calls:

• Short, 15-minute calls to assess if a lead is a good fit.
• Conducted via WhatsApp voice call.

Step 5. Consult Calls:

• Main sales calls to close leads.
• Leads that no-show or cancel are automatically moved to appropriate sections for follow-up.

Step 6. Payment Process:

• After a consult call, leads that purchase move to the Won section.
• If they view the payment link but don't purchase, they appear in the Payment Viewed, No Purchase section for follow-up.

Step 7. Follow-Up:

• Follow-Up 1 & 2: For leads that need additional contact after initial calls.
• Use tasks and notes to keep track of follow-up actions.

Step 8. Tasks and Notes:

• Add tasks with titles, descriptions, assignees, and due dates.
• View and manage tasks from the dashboard or contacts section.

Step 9. Handling Lost Leads:

• Drag unconverted leads to the Lost section.
• They will be automatically nurtured and can reappear if they re-enter the inquiry process.

Step 10. Maintaining the Board:

• Keep the board clean by only including warm leads.
• Use the lost column to declutter and focus on potential buyers.