Reading your pipeline
What each stage means, which ones move by themselves, and the two you move by hand.
3 min readDay to dayWritten for busy builders
| Stage | What it means | Who moves it |
|---|
| New Enquiry | Just arrived. First text and email already sent. | Automatic |
| Qualified | Answered the questions, looks serious. They've been sent your calendar. | Automatic |
| Nurture | Not ready yet. Getting the steady education sequence. | Automatic |
| Discovery Booked | Call in the diary. Confirmations and reminders handled. | Automatic |
| Proposal Sent | You move this one after your discovery call — it sends your proposal with signing and payment built in. | You |
| Engaged | They've signed and paid. Welcome sequence sent. | Automatic |
| Delivered | You've delivered the work for this phase. | You |
| Won | Contract signed. A review request goes out a fortnight later on its own. | You |
The parked lanes
| Stage | What it means |
|---|
| Not Now | Didn't qualify or went quiet on the questions. Gets a polite note and a light quarterly touch — never nagged. You can reopen anyone from here at any time. |
| Lost | You've closed it out on purpose. All automation stops. Can be reopened later if things change. |
The habit that matters: glance at the board once a day — 30 seconds, phone is fine. If someone's sat in Discovery Booked or Proposal Sent longer than feels right, open their conversation and check the story. Everything else is being worked for you.