Do you know the 6 stages in the Sales Pipeline?

Last updated by Zach Keeping [SSW] 5 months ago.See history

Any opportunity that has not yet been converted to a sale will be at one of the following 6 stages:

  1. Initial Phone Call

    • The client has made contact but no initial meeting has yet been made
  2. Initial Meeting – Booked

    • You've arranged an initial meeting and it's booked in
  3. Follow Up Meeting – Booked

    • In some cases, more than one initial meeting may be required before work or speccing commences
  4. Spec Review Proposal – Waiting for Approval

    • After the Initial Meeting, if the work requires it, a Specification Review is proposed
  5. Spec Review – Booked

    • The specification phase has been approved and booked in
  6. Project Proposal – Waiting for Approval

    • After the Spec Review, the client has been given a proposal for a chunk of work. Once this is approved, the opportunity is closed as won

The old Sales Pipeline was 9 steps, whereas this new one is 6 steps.

old sales pipeline
Figure: Bad example – The old sales pipeline

new sales pipeline
Figure: Good example – The new sales pipeline

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