Who this is for
Sales managers
Studio managers
Owners overseeing conversion
Why this matters
Most leads don’t say “no.”
They say nothing.
Follow-up exists to remove friction, not apply pressure.
How to do this in Pipeline
Step 1: Use Tasks as Reminders
Every open lead should have:
A next follow-up task
A clear due date
Step 2: Mix Channels Thoughtfully
Text for speed
Calls for connection
Email for confirmation
Pipeline keeps it all visible in one place.
Step 3: Know When to Pause
After multiple attempts:
Log the outcome
Stop guessing
Move on intentionally
What “good” looks like
Clear next steps
No forgotten leads
Clean pipeline
Common mistakes to avoid
Over-following up without logging
Relying on memory
Letting “maybes” linger forever