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Stage Definition Content/Topics Tools/Formats
Open/Not	
  Attempted New	
  lead,	
  has	
  not	
  been	
  attempted	
  or	
  contacted	
  by	
  sales
Attempting	
  to	
  Contact
Sales	
  has	
  begun	
  the	
  process	
  of	
  following	
  the	
  lead	
  follow-­‐up	
  process	
  
to	
  reach	
  the	
  prospect	
  live
Interested
Prospect	
  has	
  expressed	
  interest	
  in	
  ABC	
  Company	
  and/or	
  achieving	
  
better	
  	
  results,	
  and	
  is	
  interested	
  in	
  learning	
  more;	
  full	
  qualification	
  
criteria	
  intent/purchase	
  timeline	
  still	
  unknown
Nurture
Prospect	
  is	
  interested,	
  but	
  there	
  is	
  no	
  near-­‐term	
  opportunity	
  to	
  buy	
  
(prospect	
  may	
  have	
  other	
  immediate	
  priorities,	
  or	
  may	
  just	
  need	
  
more	
  time	
  to	
  consider	
  interest/intent)
Unresponsive Haven't	
  been	
  able	
  to	
  get	
  ahold	
  of	
  prospect	
  after	
  repeated	
  attempts
No	
  Further	
  Action Lead	
  is	
  not	
  a	
  qualified	
  prospect
Qualified
Prospect	
  has	
  a	
  need	
  &	
  budget,	
  and	
  is	
  actively	
  evaluating	
  solutions
Presentation	
  &	
  Demo
Demo	
  has	
  been	
  scheduled	
  or	
  completed;	
  working	
  through	
  
objections	
  &	
  questions
Proposal
Formal	
  proposal	
  is	
  in	
  process	
  or	
  has	
  been	
  delivered	
  outlining	
  terms,	
  
services,	
  fees
Negotiation
Prospect	
  has	
  verbally	
  agreed	
  to	
  do	
  business;	
  both	
  sides	
  are	
  working	
  
through	
  final	
  legal/term/service/fee	
  details
Close Agreement	
  has	
  been	
  signed	
  and	
  returned
Closed	
  Lost Opportunity	
  has	
  stalled	
  indefinitely	
  or	
  is	
  dead
LeadsOpportunities

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Content types & formats by pipeline stage

  • 1. Stage Definition Content/Topics Tools/Formats Open/Not  Attempted New  lead,  has  not  been  attempted  or  contacted  by  sales Attempting  to  Contact Sales  has  begun  the  process  of  following  the  lead  follow-­‐up  process   to  reach  the  prospect  live Interested Prospect  has  expressed  interest  in  ABC  Company  and/or  achieving   better    results,  and  is  interested  in  learning  more;  full  qualification   criteria  intent/purchase  timeline  still  unknown Nurture Prospect  is  interested,  but  there  is  no  near-­‐term  opportunity  to  buy   (prospect  may  have  other  immediate  priorities,  or  may  just  need   more  time  to  consider  interest/intent) Unresponsive Haven't  been  able  to  get  ahold  of  prospect  after  repeated  attempts No  Further  Action Lead  is  not  a  qualified  prospect Qualified Prospect  has  a  need  &  budget,  and  is  actively  evaluating  solutions Presentation  &  Demo Demo  has  been  scheduled  or  completed;  working  through   objections  &  questions Proposal Formal  proposal  is  in  process  or  has  been  delivered  outlining  terms,   services,  fees Negotiation Prospect  has  verbally  agreed  to  do  business;  both  sides  are  working   through  final  legal/term/service/fee  details Close Agreement  has  been  signed  and  returned Closed  Lost Opportunity  has  stalled  indefinitely  or  is  dead LeadsOpportunities