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Sales Management
My Consulting Sales Pipeline
The centralized drag-and-drop pipeline I use to track every inquiry from my website to closed deal.
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100%
Pipeline Visibility
45%
Faster Closing Rate
Automated
Stage Follow-ups
The Problem
I was losing track of who I needed to follow up with across WhatsApp, Instagram DMs, and emails.
The Solution
I built a customized Kanban pipeline. When I move a lead card, it automatically triggers my follow-up emails and updates my projected revenue.