I asked this question on two separate phone calls yesterday:
“How is your sales pipeline currently organized?”
The first remodeler replied: “Um… my head.”
The other replied with a nervous chuckle and said: “I just use my brain” 🙂
Both of these remodelers know they are doing it wrong.
They know there is huge value in clicking a button and instantly knowing everyone in their:
- Appointment Stage
- Design/Project Development Stage
- Done Proposal For, Haven’t Signed Stage
- Jobs In Progress
- Completed Jobs for 2015
You’re leaving sales on the table if you rely on your brain to track your sales pipeline and manage your follow-up.