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CHAPTER 22 · BOTH EDITIONS
Give every conversation a next step
A pipeline is useful when each stage has an entry condition and an action. Avoid moving people forward because you hope they are ready.
Put it to work
- Define a few stages and write the evidence needed to enter each one.
- Every active record needs an owner, a next step, and a due date. Keep paused and closed conversations visible outside active work.
- Review overdue tasks before adding more names. Direct Sales two-pipeline and Hot 10 video: coming soon; use the written starter now.
TRADE EDITION
Pipeline starter
Start with inquiry, discovery agreed, proposal requested, decision pending, won/onboarding, closed or paused. Adapt the service, consulting, and project variants to your actual industry.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.
DIRECT SALES EDITION
Pipeline starter
Use two pipelines: customer interest and opportunity interest. Create a Hot 10 view of up to ten active, permission-based conversations with a real next step; respect a pause or no.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.
Trade industry files are illustrative starters for service businesses, consulting, and project delivery. They are not a confirmed list of manuscript industries. Additional industry-specific versions are configurable after manuscript review.