No guesswork, no wasted time—just a clear path from first click to closed deal.
Your inbound leads are warm — from forms, referrals, or your inbox. That means timing and consistency are everything.
Why your sales process matters (especially when you're doing it all yourself)
As a solo operator, you don’t have time to waste—or leads to lose. A clear sales process helps you follow up fast, stay organized, and keep momentum going from first touch to closed deal.
The faster you respond, the more likely you are to catch a lead’s attention and win their trust. With a solid process in place, you won’t have to guess what to do next—you’ll just do it. It’s how you turn follow-ups into wins, without burning out.
Here's your recommended process for working your leads from first contact to close.
This is where it all begins—your leads come in through web forms, referrals, or CSV imports.
The key here is automation and speed: the faster you capture and respond, the better your chances of converting that interest into action.
Trigger Logic: New lead created from inbound source.
Trigger logic tells your system when to automatically start the next step in your sales process—like sending a message when a new lead comes in.
Inbound Source: Form submission, inbox, .CSV upload (for one-offs only)
At Close, we refer to Accounts as Leads. Lead Statuses help you track where each lead is in your sales process. They act like labels on your leads so you always know what stage they’re in and what to do next.
Recommendations:
Smart Views are saved filters that automatically organize your leads based on rules you set—so you can quickly see exactly who to follow up with, without digging through your entire CRM.
Custom Fields let you capture and store the specific information you need about a lead—like industry, budget, or lead source—so you can personalize your outreach and keep your data organized.
Not every lead is worth your time. This stage helps you sort ideal customers from tire-kickers. You're identifying who's actually a good fit and who’s just browsing, so you can spend your time on leads most likely to convert.
Trigger Logic:
✅ Motion = Inbound
✅ Qualification info submitted (via form or conversation)
Smart Views are saved filters that automatically organize your leads based on rules you set—so you can quickly see exactly who to follow up with, without digging through your entire CRM.
New Leads Outreach – 14 days
Goal: To quickly engage and qualify new leads by reaching out across multiple channels (email, SMS, calls) and encouraging them to book a discovery or qualification call.
Trigger: New lead in status = Interested
Exit Criteria (Conversion Goals): Exit criteria are the actions that automatically stop a workflow once a lead has taken a key step that you’ve defined as the conversion goal.
This workflow helps you gracefully close the loop with leads that aren’t a good fit, while leaving the door open for future opportunities.
Trigger: Lead status changes to Not Interested or Bad Fit
Add a Note to Lead record with reason for disqualification using a dropdown field (e.g., budget, timing, wrong fit).
This is where it all begins—your leads come in through web forms, referrals, or CSV imports.
The key here is automation and speed: the faster you capture and respond, the better your chances of converting that interest into action.
Trigger Logic: New lead created from inbound source.
Trigger logic tells your system when to automatically start the next step in your sales process—like sending a message when a new lead comes in.
Inbound Source: Form submission, inbox, .CSV upload (for one-offs only)
At Close, we refer to Accounts as Leads. Lead Statuses help you track where each lead is in your sales process. They act like labels on your leads so you always know what stage they’re in and what to do next.
Recommendations:
Smart Views are saved filters that automatically organize your leads based on rules you set—so you can quickly see exactly who to follow up with, without digging through your entire CRM.
Custom Fields let you capture and store the specific information you need about a lead—like industry, budget, or lead source—so you can personalize your outreach and keep your data organized.
This is where it all begins—your leads come in through web forms, referrals, or CSV imports.
The key here is automation and speed: the faster you capture and respond, the better your chances of converting that interest into action.
Trigger Logic: New lead created from inbound source.
Trigger logic tells your system when to automatically start the next step in your sales process—like sending a message when a new lead comes in.
Inbound Source: Form submission, inbox, .CSV upload (for one-offs only)
At Close, we refer to Accounts as Leads. Lead Statuses help you track where each lead is in your sales process. They act like labels on your leads so you always know what stage they’re in and what to do next.
Recommendations:
Smart Views are saved filters that automatically organize your leads based on rules you set—so you can quickly see exactly who to follow up with, without digging through your entire CRM.
Custom Fields let you capture and store the specific information you need about a lead—like industry, budget, or lead source—so you can personalize your outreach and keep your data organized.
This is where it all begins—your leads come in through web forms, referrals, or CSV imports.
The key here is automation and speed: the faster you capture and respond, the better your chances of converting that interest into action.
Trigger Logic: New lead created from inbound source.
Trigger logic tells your system when to automatically start the next step in your sales process—like sending a message when a new lead comes in.
Inbound Source: Form submission, inbox, .CSV upload (for one-offs only)
At Close, we refer to Accounts as Leads. Lead Statuses help you track where each lead is in your sales process. They act like labels on your leads so you always know what stage they’re in and what to do next.
Recommendations:
Smart Views are saved filters that automatically organize your leads based on rules you set—so you can quickly see exactly who to follow up with, without digging through your entire CRM.
Custom Fields let you capture and store the specific information you need about a lead—like industry, budget, or lead source—so you can personalize your outreach and keep your data organized.
