In your pipeline management process, it is important to define your pipeline stages to create clarity and an overview.
Below you will find examples of different pipeline stages, but of course it depends entirely on you and your business:
At the prospect stage are all the potential customers that you can reach out to.
This stage involves both customers that you want to contact and also the specific tasks that you can offer, for example Upwork, Worksome, LinkedIn, Facebook or similar.
2. Discovery call
Here are the customers who have agreed to know more about your solutions, products or services.
These are the customers who are willing to hear more either in a phone call, a meeting or via email.
Some potential customers may drop out along the way, and that is completely normal.
At this stage you can insert the customers who have agreed to see or be sent a demo of what you are selling.
That way, they can see what their world will look like with your product in hand.
Those customers who are interested in more after your demo move on to this stage. Here you will receive a specific offer for your product or service.
This stage belongs to the customers that you end up with to close a deal with.
In other words, it is the customers who buy your service - i.e. your new and current customers.
Start with stages that suit your freelance business
The stages in your pipeline may vary depending on your business type, but the above are examples that you can use as a starting point to organize your leads and follow up with potential customers.
From your pipeline, you can go back to find data and get the necessary information about current and potential customers.
For some customers, it can be a longer process before they decide to buy your service. With a structured pipeline, you avoid them being lost or forgotten.
You can thus also see which stage most customers jump from, and this is most likely where you need to optimize your sales method.