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Pipeline Stage Builder
Most people never build a pipeline because they do not know what the stages should be. Answer a few plain questions, watch your board take shape with a rule, a next move and a time limit for every stage, then let evyAI turn it into a full plan for your business and your CRM.
Name your columns by where the other person is, and the board tells you what to do next. Name them by what you did, and the cards never move.
Every relationship moves along the same 7 steps. Your pipeline uses only the ones it needs.
Every stage needs 4 things
1
What is this pipeline for?
One pipeline per outcome. Clients and podcast guests do not belong on the same board, because the stages are different. Pick one. You can come back and build another.
2
Who goes in it, and how do you reach them?
A pipeline is only for people who fit. Writing down who they are keeps the first column honest.
Be specific. "Founders of 10 to 50 person agencies" beats "business owners".
The real talk where you learn what they need. Every pipeline has one.
3
What does winning look like?
Without a finish line the board never ends and nobody feels progress. Say what Won means, and what happens after, because the relationship does not stop at the win.
hours
Not sure how many wins you need to hit your revenue goal? The Lead Calculator works it out from your numbers.
4
About you
evyAI writes the messages for each stage in your voice, so it needs to know what you do. Three lines is enough.
Finish the sentence "I help [who] [do what]".
5
Your tools and your biggest struggle
evyAI will give you the exact stage names and fields to set up there. "Nothing yet" is fine; a Google Sheet works.
My pipeline
Your board
Click any text to change it. This is your draft; evyAI improves it.Won
Then:
Not now
Come back in days
Not a no. A date. Write the reason on the card.
Lost, because
One reason per line. Track these; they tell you what to fix.