1. New Lead
Meaning: A prospect has just entered your system (e.g., filled out a form, clicked on an ad, or contacted your business).
How/When to Use:
- Automatically assign leads here when they first come in.
- Use this bucket to quickly identify fresh leads that require immediate attention.
2. Contacted
Meaning: You’ve reached out to the lead but haven’t had a full conversation yet.
How/When to Use:
- Move leads here after your initial call, email, or text.
- Follow up regularly until you receive a response or further interest.
3. Qualified
Meaning: The lead has expressed interest and fits your target criteria (e.g., income, credit score, or loan eligibility).
How/When to Use:
- After confirming the lead’s intent and ability to move forward.
- This bucket helps prioritize warm leads ready for the next steps.
4. Appointment Scheduled
Meaning: A meeting, consultation, or phone call has been booked with the lead.
How/When to Use:
- Once the lead agrees to meet, place them in this bucket.
- Automate reminders to ensure they attend the appointment.
5. Appointment Completed
Meaning: The meeting or consultation with the lead has taken place.
How/When to Use:
- Move the lead here after your scheduled appointment.
- Use this stage to analyze the outcome and decide on next steps (e.g., proposals, additional information, or follow-ups).
6. Proposal Sent
Meaning: You’ve sent an official proposal, quote, or offer to the lead.
How/When to Use:
- After you’ve outlined your product or service in detail.
- Follow up with leads in this bucket to address questions or concerns.
7. Follow-Up Needed
Meaning: The lead requires further nurturing or follow-up before making a decision.
How/When to Use:
- Use this stage for leads who are hesitant or undecided.
- Automate reminders and email sequences to keep them engaged.
8. Closed – Won
Meaning: The lead has converted into a client/customer.
How/When to Use:
- Move the lead here after they’ve signed a contract or made a purchase.
- Use this stage to track conversions and measure the success of your sales funnel.
9. Closed – Lost
Meaning: The lead is no longer interested or cannot proceed.
How/When to Use:
- Use this stage for leads that are unresponsive, uninterested, or disqualified.
- Regularly review this bucket for potential re-engagement opportunities.