Business & Admin
Client funnel
Know exactly what to do next with every client
The problem
Not knowing what action to take next with a client — is it time to send a proposal, follow up, schedule a session, or close the project? Each stage has different steps and it's easy to lose track
The solution
Describes the client situation and gets specific next actions based on their current stage in the sales/project funnel. Covers three paths (Project, Strategy Session, Training) with automated and manual actions, email templates in English and Spanish, and clear lifecycle stages from discovery to follow-up
How I use it
"Every time I'm unsure what to do next with a client, I describe the situation and get exact actions"
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