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Organizing an Effective Pipeline for Startups



At a startup, everyone has a million things on their plate, and moving leads forward while balancing everything else can seem like an insurmountable task. Finding a balance between ghosting your leads and emailing them so often that you risk the SPAM folder isn’t easy. It all comes down to having an organized pipeline. We know, organizing your pipeline can seem like a scary task, here are our top tips on managing your leads to ensure nothing falls through the cracks. It is important to remember that pipeline management is not a one-size-fits-all and solutions need to be customized.


Choose a CRM

Whether it is HubSpot, Pipedrive, or Salesforce, ensure it is easy to understand and cost-effective. At the end of the day, the goal of the CRM should be to increase productivity and optimize time management while increasing revenue.


Define Key Stages

Create a pipeline that has key stages for progression and realistic probability values. A well-organized pipeline will naturally lead to more sales. Without clearly defined stages and activities, leads will be lost or lack priority.


Create a workflow

Who doesn’t like good info-graphics? Get out a JamBoard, Miro, or go old school with a whiteboard. As a team, go through all of the stages from lead to sale. Taking the time to create a clear workflow that outlines exactly how you are going to move from a lead to a sale is essential.


Set up Automations

With automation, you can set up your pipeline to automatically send emails, assign activities, and follow up with potential customers. It may seem like a cumbersome process to create automation, but the time saved will be exponential as your organization grows.


Setting up a successful sales pipeline will help your efficiency; organize your activities, raise your visibility, track leads, and, ultimately, progress and drive more revenue.


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