Glossary

Pipeline stage

A named step a lead passes through on the way to becoming a client or being lost.

Typical stages are new, contacted, qualified, proposal sent, negotiating, won and lost. Each stage should have a one-line rule for when a lead enters it. Fewer stages with clear rules work better than many vague ones.

Founding agencies, by invitation

Per seat, set with each agency. We reply within a working day.

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