Goal
Keep every lead in one pipeline, from new to sold or lost, with a reason for every loss.
Why it matters
A lead isn’t the product. A conversation is. Cost per lead can look fine for weeks while nothing turns into jobs, and if nobody wrote down what happened after the lead came in, nobody can say why. The is that record. Every lead gets a stage, every call gets logged, and every lead ends as sold or lost with a reason. Then “the leads were bad” turns into a link you can point at.
In the full lesson
- Step 1 · Use one set of stages
- Step 2 · Make the system create the card
- Step 3 · Every call goes through the system
- Step 4 · Move every lead within 48 hours, and give every ending a reason
- Step 5 · Read it once a week
This lesson is in The Ultemir Playbook.
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