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Key takeaways
- Keep it simple
- Define exit rules
- Review weekly
Keep it simple
Five to seven stages are enough: new lead, contacted, booked, proposal, won and lost.
Define exit rules
Write down what must happen before a deal moves forward so everyone uses stages the same way.
Review weekly
Look for deals stuck in one stage and decide the next action for each.
Frequently asked questions
Which CRMs do you support?
GoHighLevel, HubSpot, Zoho, Pipedrive and similar tools. Tell us what you use and we will confirm fit.
Can you clean our existing data?
Yes. We merge duplicates, standardise fields and tag contacts so reporting becomes reliable.
Need help with this? Explore our CRM Management Services, see our packages or book a free 30-minute call.