Have you ever wondered if a sales pipeline could work for your business? 

Spoiler alert: it can! In this post, Jason Buckner from Automation Made Easy and i-Convert Summit explains why pipelines aren’t just for big-ticket sales.

Watch the video below to see how you can track leads, qualify them, and boost conversions without the stress:

What’s a Sales Pipeline, and Why Should You Care?

Jason Buckner here from Automation Made Easy and I-Convert Summit. Now, I want you to think about this:

Have you ever used a sales pipeline? 

Should you be using a sales pipeline?

Most people think sales pipelines are only for large-ticket sales. If you’re a smaller operator, you might feel like you don’t need one. But let me tell you, you should think differently about that.

The Secret to Tracking Your Leads

A sales pipeline is an amazing way to see exactly what your leads are doing in your business. If you're running any kind of marketing campaign, tracking your leads’ actions is a must.

Now, imagine you have a lead generation campaign that leads to a call to action—say, booking a sales consult or strategy session. What are the steps in that journey where people engage with you?

Every time someone takes an action, like opting in or downloading your lead magnet, they’re becoming a slightly more qualified lead.

Mapping Out the Lead Journey

Picture this:

• A lead opts in to your list.
• They land on your thank-you page.
• They download your freebie and are added to a trust-building series.

Each time they interact with your content—like watching a video in your series—they’re warming up to your offer. By the time they book a call, they’re a highly qualified lead.

Following Up Like a Pro

After you’ve handled all your booked consults, go back to your pipeline:

• Start with the people who watched all your videos.
• Then move on to those who only watched some.
• Finally, re-engage those who didn’t take any action.

A simple follow-up can turn cold leads into new opportunities.

Let’s Break Down The Pipeline

Here’s how a simple sales pipeline works:

When a lead comes in, it’s automatically added to the pipeline.

If they book an appointment, they’re moved to the “Appointment Booked” stage.

After the appointment, they’re marked as “Won” or “Lost.”

But you can customize it to match your journey! For example, add stages like:

• Watched a video
• Watched all videos
• Booked an appointment

Each stage reflects their progress and engagement.

Automating Your Sales Journey

Automation takes the stress out of managing a pipeline. With the right tools, you can:

• Automatically move leads through each stage.
• Track engagement seamlessly.
• Focus on converting leads instead of organizing them.

Go Beyond Automation To Seal The Deal

Even with automation, don’t forget the personal touch. Call those leads who’ve been engaging with your content! A simple phone call can make all the difference.

“Hey, I noticed you’ve been watching our videos—can I help you book a strategy session?”

Once you’ve worked through the warm leads, reach out to the rest. Use SMS or creative follow-ups to re-engage those who need a little nudge.

Stand Out To Win More Customers

When leads don’t convert immediately, think outside the box to grab their attention. A personal touch or unique follow-up can help you stand out and bring more customers into your business.

Got questions? Drop me a comment or reach out directly—I’m always here to help. In fact, why not book a free strategy session with me today. Just click the button below and select the time that best suits you, then book it in.