A pipeline you can adapt
| Stage | Meaning | Next action |
|---|---|---|
| New enquiry | A person has expressed interest | Answer their first question |
| In conversation | You are learning about their needs | Clarify fit and timing |
| Qualified | Your offer fits and they want to explore it | Explain the relevant offer |
| Offer sent | They have the scope and price | Agree on a next step |
| Won | The purchase is confirmed | Begin delivery and record the value |
Add a closed or not-now outcome appropriate to your workflow. Keep the number of stages small enough that you can reliably update them.
Keep four useful notes per contact
- Need: what the person wants to accomplish.
- Context: the post, conversation or source that introduced you.
- Fit: which offer may help and what you still need to confirm.
- Next action: what you agreed to do, and when.
Record details relevant to serving the person. Use tags to make groups easier to review, such as interest in a particular service.
Make follow-up useful
A good follow-up continues the actual conversation. If someone requested an example, provide it. If they asked about timing, answer with current availability. If they said a later date would work, record that agreement and use it to guide your next step.
An illustrative message: “You asked how the first session works. Here is the outline we discussed. Would you like me to clarify anything before you decide?” Adapt the content to what the person actually requested.
Review your pipeline each week
Look for contacts with an agreed next action, offers awaiting a decision and won deals ready for delivery. Update the stage after meaningful progress. Review why opportunities move forward and where people need more information.
Track qualified opportunities, offers and wins using consistent definitions. Small samples can vary widely, so treat early rates as observations rather than reliable forecasts.
Put the workflow into GramFather
Use GramFather’s contact records, notes, tags and pipeline tools to organize these steps. The Instagram overlay supports contact work alongside your browsing, while the dashboard brings the wider pipeline into view.
Start free without a credit card. Account creation includes email and U.S. mobile verification. Browser actions use the Chrome extension; AI-assisted features use your separately billed provider account.
Your questions, answered
How many pipeline stages should I start with?
Use only the stages that correspond to a real decision or next action in your process. The five-stage example here is a starting template; adapt it to your offer.
What makes a lead qualified?
Define qualification for your business. A practical starting point is a person whose needs fit your offer and who wants to discuss a next step.
Put your next move into practice.
Create your free GramFather account and start with the workflow that matters most to your business.
Get started freeNo credit card required. Email and U.S. mobile verification. AI provider usage billed separately. Browser actions require the Chrome extension and an available Instagram session. View account details.