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Sub-Pipeline
Bookkeeping Opportunities
Unqualified Lead Pipeline
Income Tax Opportunities
Payroll Opportunities
CFO Services
Stage
Qualification
Sales Call Scheduled
Proposal/Price Quote
Negotiation/Review
Closed Won - Payroll
Closed Lost
Cold Lead - Mail Marketing Material
Mass Mailer Leads
Cold Lead - Make Phone Call
Interested - Qualified
No Response - Continue Marketing
Chasing Sales Call
Initial Interest - Follow up at year end
Unsolicited Leads
Other Solicited Leads
No Response/Declined - Discontinue Contact
No Response - Continue Outreach
Interested - Determining Qualification
Waiting on Client Decision
Closed Won - Bookkeeping
Closed Won - Income Tax
Closed Won - CFO
Cold Email - Time to Fire Your Bookkeeper
Cold Email - Time to hand off your books
Cold Email - How did tax season go?
Lead Type
Direct Contact
Employee Referral
Client Referral
FNB Cold Contact
In Person Networking
Sales Generated Lead
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