<h1 class="PlaygroundEditorTheme__h1" dir="ltr">What Is A Pipeline?</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">A pipeline is a sales board with different stages pre-set, on where a customer can be at any one time</li><li value="2" class="PlaygroundEditorTheme__listItem">It helps you organise where potential sales are, and allows you and your team to prioritise the people who have not yet purchased &amp; filter the one’s which just aren’t going to buy</li><li value="3" class="PlaygroundEditorTheme__listItem">Our structure is known as a kaban board</li><li value="4" class="PlaygroundEditorTheme__listItem">A pipeline is made up of Opportunities, which we reference below</li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">What Is A Opportunity?</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">An opportunity is an opportunity for you to sell your products/services</li><li value="2" class="PlaygroundEditorTheme__listItem">It’s a lead that has opted-in for a specific service or offering</li><li value="3" class="PlaygroundEditorTheme__listItem">Depending on your package, you can have multiple pipelines (above) for each of the different services you offer, and marketing packages you have with us at Auto Growth</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You can tag opportunities by different status’</li></ul><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Open: Is not won or lost, it’s still open</li><li value="2" class="PlaygroundEditorTheme__listItem">Lost: The deal is lost</li><li value="3" class="PlaygroundEditorTheme__listItem">Won: The job has been booked-in or won</li><li value="4" class="PlaygroundEditorTheme__listItem">Abandonded: The deal is abandonded and they’ve most likely not been contacted</li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">What Are The Different Stages Of The Pipeline</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Awaiting Quote – The opportunity is awaiting prices or a custom quote (a lead will land here if we’re not running a particular offer/package, and they’re waiting for a custom quote for their car)</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">New Lead – An opportunity lands here when they’ve just signed up. Opportunities that land here do not require any specific prices/information as they’ve opted-in for 1 specific service</li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">1st Follow Up / 2nd Follow Up / 3rd Follow Up – These are stages you would move an opportunity to after each attempt of call/voicemail/text.</h2> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">For example, if there’s a new opportunity in New Lead, and you call/voicemail/text and you don’t get an answer, you would move that opportunity to 1st Follow Up as you have attempted to call them once.</li></ul><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You would then <a href="https://support.autogrowth.co.uk/opportunities-pipeline/creating-tasks/" class="PlaygroundEditorTheme__link">create a task </a>to set a reminder to follow up with them again.</li><li value="2" class="PlaygroundEditorTheme__listItem">Once the reminder is due, and you call/voicemail/text again, you’d then move them to 2nd Follow Up and create another task reminder</li><li value="3" class="PlaygroundEditorTheme__listItem">You’d repeat this a minimum of 3 times before eventually moving the opportunity to one of the Lost stages below</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">In Negotiation – Once you’ve spoken or had a reply from someone that is interested, you would move them to in negotiation</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Hot Lead – This stage is for leads that have replied to you and interested in your services and are close to buying. This allows you to focus &amp; prioritise them in your pipeline</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Booked AW Appointment – When you’ve booked someone in and confirmed their booking, the opportunity for that lead will automatically move to this stage</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">This allows you to see everyone that is booked-in but the job is outstanding, so in the case of any last minute cancellations you can get in touch with them</li></ul></li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Won/Sold – At the end of the day of the appointment, the opportunity will move from Booked Aw Appointment to Won/Sold</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Not Interested/Not Yet Ready – This is when you’ve spoken to someone and they’re no longer interested or not yet ready</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Unqualified/Not A Good Fit – This is for an opportunity that isn’t sold on the service, or generally isn’t a good fit for the business or the package</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Uncontactable – This is for opportunities that haven’t made any single reply to our automated emails or texts, or your manual call/voicemail/texts</li></ul>

# What Is A Pipeline?

* A pipeline is a sales board with different stages pre-set, on where a customer can be at any one time
* It helps you organise where potential sales are, and allows you and your team to prioritise the people who have not yet purchased & filter the one’s which just aren’t going to buy
* Our structure is known as a**kaban board**
* A pipeline is made up of Opportunities, which we reference below

# What Is A Opportunity?

* An opportunity is an opportunity for you to sell your products/services
* It’s a lead that has opted-in for a specific service or offering
* Depending on your package, you can have multiple pipelines (above) for each of the different services you offer, and marketing packages you have with us at Auto Growth

* You can tag opportunities by different status’

* Open: Is not won or lost, it’s still open
* Lost: The deal is lost
* Won: The job has been booked-in or won
* Abandonded: The deal is abandonded and they’ve most likely not been contacted

# What Are The Different Stages Of The Pipeline

* ****Awaiting Quote****– The opportunity is awaiting prices or a custom quote (a lead will land here if we’re not running a particular offer/package, and they’re waiting for a custom quote for their car)

* ****New Lead****– An opportunity lands here when they’ve just signed up. Opportunities that land here do not require any specific prices/information as they’ve opted-in for 1 specific service

## ****1st Follow Up / 2nd Follow Up / 3rd Follow Up****– These are stages you would move an opportunity to after each attempt of call/voicemail/text.

* For example, if there’s a new opportunity in**New Lead**, and you call/voicemail/text and you don’t get an answer, you would move that opportunity to 1st Follow Up as you have attempted to call them once.

* You would then[create a task](https://support.autogrowth.co.uk/opportunities-pipeline/creating-tasks/)to set a reminder to follow up with them again.
* Once the reminder is due, and you call/voicemail/text again, you’d then move them to 2nd Follow Up and create another task reminder
* You’d repeat this a minimum of 3 times before eventually moving the opportunity to one of the Lost stages below

* ****In Negotiation****– Once you’ve spoken or had a reply from someone that is interested, you would move them to in negotiation

* ****Hot Lead****– This stage is for leads that have replied to you and interested in your services and are close to buying. This allows you to focus & prioritise them in your pipeline

* ****Booked AW Appointment****– When you’ve booked someone in and confirmed their booking, the opportunity for that lead will automatically move to this stage
* * This allows you to see everyone that is booked-in but the job is outstanding, so in the case of any last minute cancellations you can get in touch with them

* ****Won/Sold****– At the end of the day of the appointment, the opportunity will move from**Booked Aw Appointment**to**Won/Sold**

* ****Not Interested/Not Yet Ready –****This is when you’ve spoken to someone and they’re no longer interested or not yet ready

* ****Unqualified/Not A Good Fit****– This is for an opportunity that isn’t sold on the service, or generally isn’t a good fit for the business or the package

* ****Uncontactable****– This is for opportunities that haven’t made any single reply to our automated emails or texts, or your manual call/voicemail/texts

<h1 class="PlaygroundEditorTheme__h1" dir="ltr">What Is A Pipeline?</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">A pipeline is a sales board with different stages pre-set, on where a customer can be at any one time</li><li value="2" class="PlaygroundEditorTheme__listItem">It helps you organise where potential sales are, and allows you and your team to prioritise the people who have not yet purchased &amp; filter the one’s which just aren’t going to buy</li><li value="3" class="PlaygroundEditorTheme__listItem">Our structure is known as a kaban board</li><li value="4" class="PlaygroundEditorTheme__listItem">A pipeline is made up of Opportunities, which we reference below</li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">What Is A Opportunity?</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">An opportunity is an opportunity for you to sell your products/services</li><li value="2" class="PlaygroundEditorTheme__listItem">It’s a lead that has opted-in for a specific service or offering</li><li value="3" class="PlaygroundEditorTheme__listItem">Depending on your package, you can have multiple pipelines (above) for each of the different services you offer, and marketing packages you have with us at Auto Growth</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You can tag opportunities by different status’</li></ul><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Open: Is not won or lost, it’s still open</li><li value="2" class="PlaygroundEditorTheme__listItem">Lost: The deal is lost</li><li value="3" class="PlaygroundEditorTheme__listItem">Won: The job has been booked-in or won</li><li value="4" class="PlaygroundEditorTheme__listItem">Abandonded: The deal is abandonded and they’ve most likely not been contacted</li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">What Are The Different Stages Of The Pipeline</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Awaiting Quote – The opportunity is awaiting prices or a custom quote (a lead will land here if we’re not running a particular offer/package, and they’re waiting for a custom quote for their car)</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">New Lead – An opportunity lands here when they’ve just signed up. Opportunities that land here do not require any specific prices/information as they’ve opted-in for 1 specific service</li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">1st Follow Up / 2nd Follow Up / 3rd Follow Up – These are stages you would move an opportunity to after each attempt of call/voicemail/text.</h2> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">For example, if there’s a new opportunity in New Lead, and you call/voicemail/text and you don’t get an answer, you would move that opportunity to 1st Follow Up as you have attempted to call them once.</li></ul><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You would then <a href="https://support.autogrowth.co.uk/opportunities-pipeline/creating-tasks/" class="PlaygroundEditorTheme__link">create a task </a>to set a reminder to follow up with them again.</li><li value="2" class="PlaygroundEditorTheme__listItem">Once the reminder is due, and you call/voicemail/text again, you’d then move them to 2nd Follow Up and create another task reminder</li><li value="3" class="PlaygroundEditorTheme__listItem">You’d repeat this a minimum of 3 times before eventually moving the opportunity to one of the Lost stages below</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">In Negotiation – Once you’ve spoken or had a reply from someone that is interested, you would move them to in negotiation</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Hot Lead – This stage is for leads that have replied to you and interested in your services and are close to buying. This allows you to focus &amp; prioritise them in your pipeline</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem">Booked AW Appointment – When you’ve booked someone in and confirmed their booking, the opportunity for that lead will automatically move to this stage<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">This allows you to see everyone that is booked-in but the job is outstanding, so in the case of any last minute cancellations you can get in touch with them</li></ul></li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Won/Sold – At the end of the day of the appointment, the opportunity will move from Booked Aw Appointment to Won/Sold</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Not Interested/Not Yet Ready – This is when you’ve spoken to someone and they’re no longer interested or not yet ready</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Unqualified/Not A Good Fit – This is for an opportunity that isn’t sold on the service, or generally isn’t a good fit for the business or the package</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Uncontactable – This is for opportunities that haven’t made any single reply to our automated emails or texts, or your manual call/voicemail/texts</li></ul>

Opportunities Overview

Was this article helpful?