Understand Opportunity Stages (5 min)

Opportunity stages help you to organize your leads, and they are also VITAL for effective follow-up. So lets review the opportunity stages and how to use them:

Opportunity Stage
*The first 3 Stages may have contacts added from automations but can also have contacts manually added

1. New Lead

   1. Contact has shown interest in cleaning services

2. Qualified Lead

   1. Contact is in service area

   2. Contact is interested in cleaning services

3. Estimate Needed

   1. Minimum Estimate Request information has been collected

      
      *The following Stages require Manual Movement into these stages

4. Estimate Sent

   1. An Estimate has been sent or pricing has been provided to this customer in other ways

   2. Examples

      1. Contact was provided with pricing over the phone

      2. Estimate was sent via email

5. Won Opportunity

   1. Pricing has been given and the contact says yes!

6. Not Scheduled / Abandoned

   1. The opportunity has become unresponsive

   2. Examples

      1. We’ve attempted contact multiple times without success

      2. Contact stated they aren’t looking for services for months

7. Lost / Refusal

   1. These are opportunities who actually refuse service or say no

   2. Examples

      1. Someone who refuses services due to any reason (price / availability / etc)

8. Bad Fit / No Opportunity

   1. The junk pile. Move opportunities here if they were created but are not Qualified.

   2. Examples:

      1. Contact is outside of service area

      2. Contact is actually a vendor and trying to sell you something

      3. Contact is looking for a service you do not provide and does not have the potential to be a customer