Optimize Your Sales Pipeline for Quality Assurance

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hey what's going on guys I wanted to really quickly kind of go over some advice I have for constructing a pipeline within high level um I have just seen a lot of people kind of do it in a way that I think may result in confusing your client or even your team so I wanted to kind of lay out the principles that I always kind of use and the steps that I use to create intuitive uh pipelines and I think this is going to help out a lot of people so um the first thing I want to start off with is like a principle that I follow literally at all times in regards to All Things um and that principle is if I can simplify it I will simplify it because Simplicity is beautiful people tend to make things too complex they either don't know how to really structure it all so it's kind of a mess or it's too so complex that either their clients or their teams aren't even really using all of the functionality not only of their pipeline but also just high level in general so this is just a general principle but it does apply to my process here so the next thing I do is I just ask myself one question right what products and or Services uh is the client offering right um now if I'm doing this for somebody else it's my client if I'm doing it for myself I'm My Own client right so what am I offering if I'm doing it for myself my next question is what is the sales process slash customer Journey uh for each one of these products or services okay so uh at that point I'd go ahead and write a detailed step-by-step like everything from the customer sees my ad to fills my lead form goes to my funnel books an appointment shows to the appointment you know and all these uh like steps that the customer is taking um in the sales process slash customer Journey okay um and so the next question is what parts of the sales process or customer Journey are not only trackable but can be used to trigger something within a workflow I prefer to keep things largely automated when it comes to moving things back and forth in the pipeline and I'd like for each of the lead stages that I end up adding at the end to be things that can be automated right and so that there is no need for a manual uh drag and drop all right the next question is what trackable stages of the customer Journey are significant and this is kind of a really subjective thing and I I've had trouble trying to even like what uh like describe what I mean by significant but I think if I give you a few examples you may understand what's non-significance is and then you can kind of understand what I'm getting at if that makes any sense so let's say that this is not even this uh let's say I have a pipeline right but this is actually for account setup let's say okay let's say that there's one lead stage the first lead States quality assurance needed the next one is quality assurance approved the next one is client approval needed let's say I need to go through both my quality assurance and my uh client approval process before something goes live okay now um really if a lead is ever gets put into the quality assurance approved lead stage it's very transitory right because as soon as the quality assurance um or as soon as the quality assurance guy ends up you know checking off and saying that something was done correctly it should start you know the client approval process so it would only be there for a few minutes before it's assigned to the you know client success manager and they begin that process so I like because it would only be there for a few minutes I think it's kind of it's non-significant for that lead stage to be there so I would just eliminate the quality assurance approved lead stage and then as soon as the equal a quality assurance is uh completed I just would put it into the client approval needed lead stage if that makes sense the next thing a next example would be for a sales pipeline so maybe you'll be able to understand this a little uh one a little bit better but let's say I once again have these three lead stages that are taken out of my pipeline because from appointment booked to appointment showed to follow up um and then after that it's proposal okay so I actually never have an appointment showed lead stage in any pipeline that I design unless uh there's something specific happening in that late stage because most the time people aren't actually there's no automation that's going out after they've showed it unless it's something like a gym or something maybe an hour after the um you know they show up for their CrossFit class or whatever maybe we want to send them a text and ask them you know what their experience was right and so maybe in that case it's significant but if this is let's say you know uh let's say I'm an agency and I'm offering a service pretty much as soon as the appointment is completed it will either be put up uh it be put into the uh follow-up lead stage or the proposal sent lead stage or it's uh pit to lost right so um you know once again it's a very appointment showed is a very transitory lead stage things are only going to be in there for the duration of the appointment but far it's immediately being assigned to uh the uh Elite states that corresponds to the outcome of that appointment so in this particular instance I would remove a climate Shield all right and so uh with that being said the next thing that I look at is I look at look to see if the sales process for the multitude of products or services are structured in the same way if so I want to consolidate the pipelines I want to use tags to differentiate the two different types of leads and then use conditions in the workflows where relevant to send messaging particular to that type of lead okay however if the sales processes those processes are not structured the same way I'm going to go ahead and I'm going to create a different Pipeline and separate workflows for that pipeline all right so the reason why I consolidate things is because I just find that people will use things more if like the uh the less clicks they have to the less effort they have to put into something if that makes sense like if they're having to click between multiple workflows it just increases the chance of things falling uh you know between the cracks and you know uh deals getting lost so I prefer to keep it all in one Pipeline and then just differentiate the leads with tags which by the way if you didn't know you can set it up so that uh or you don't even have to set it up if the if the opportunities have tags or if the contacts have tag tags that are related to the opportunities you can just go to the search bar in the pipeline and you can type in the name of that tag and it will only show those so you know that's pretty much what what I'll use uh to you know be able to differentiate between two different products or services that I'm offering that are hosted within the same pipeline okay so um those are kind of my thoughts I really hope that that was helpful um that's how I go about it if you have any questions please feel free to uh drop them underneath the video