● Delivered · Sales infrastructure
Sales Pipeline Infrastructure
A 9-stage sales pipeline with ~40 custom fields, 3 forms, 12 branded lifecycle emails, a booking calendar, and Slack alerts — taking a lead from webinar to onboarded client.
1 / 2
⤢
Sales Pipeline Infrastructure — how it works
Description
A 9-stage sales pipeline with ~40 custom fields, 3 forms, 12 branded lifecycle emails, a booking calendar, and Slack alerts — taking a lead from webinar to onboarded client.
Tech stack
GoHighLevelSlackZoomGoogle Sheets
Outcome
Ad-hoc lead handling became a fully automated lifecycle.
Status
● Delivered
Category
Sales infrastructure
Outcome
Ad-hoc lead handling became a fully automated lifecycle.