This simple Hubspot Deal Pipeline is SO easy to make and even easier to manage.
However, let’s jump back, before the pipeline is even made;
In order to establish the steps of this pipeline we have to think about what you want your client to experience each step of the way.
If you’re a website designer like me, your pipeline looks something like this;
Welcome Care Package
Draft Website Delivered
Asset Gathering Stage
Final Draft Delivered
Final Draft Approved
Ship Launch Congrats Box
Now let’s talk about why my pipeline is this way;
I begin with a call to enforce some form of personality. I usually do calls via Zoom.us then after our long call where they tell me all about their amazing idea we jump into pricing. At the end of the call I schedule their in-depth call and send their quote along for approval.
After they approve the quote, a contract is automatically sent! Once they sign that I order a welcome care package via ShopBoxFox.com, I try to schedule the delivery of the box one day before the draft site is delivered!
Then, they’re enjoying the Birthday Cake Caramels and loving their website’s drafts I then send them an email going over all the assets we need so we’re on the same page.
Once we get everything together and the Trello board is complete I then package up the final draft and send it along!
Right when they approve their final draft I order the Congrats / Launch box via ShopBoxFox.com then we schedule their launch date!
Five days before their launch we have a pre-launch call where we go over everything they need to know about the website, all the tracking methods, how to edit the HTML, ect.