A Quick Guide to AGM's Custom Pipelines

Think of custom pipelines as your digital project manager. They're a visual way to organize and track every step of your customer's journey, from their first inquiry about artificial grass to the final handshake after installation.

With AGM's custom pipelines, you can:

• Create stages that match your specific sales process.

• Move leads and projects through these stages with a simple drag-and-drop.

• Set up automated actions to happen at each stage.

• Get a bird's-eye view of where every potential job stands.

Why Artificial Grass Installers Need Custom Pipelines

• Never Drop the Ball: With every lead and project visible, you'll never forget to follow up or miss a crucial step.

• Optimize Your Sales Process: See where leads tend to get stuck and focus your efforts there. Maybe you notice most leads stall at the quote stage – time to revisit your pricing strategy or quote presentation.

• Team Coordination: Everyone can see what's happening with each lead or project. No more "I thought you were handling that" moments.

• Forecast Better: With a clear view of your pipeline, you can better predict your workload and revenue.

• Personalized Customer Journey: Set up different pipelines for residential and commercial projects, ensuring each client gets the right attention.

An Example of How AGM's Custom Pipelines Work

Let's break it down with a real-world example to help illustrate how you can use AGM's custom pipelines in your workflow:

1. Lead Capture: A homeowner fills out a form on your website asking about artificial grass for their backyard.

2. Initial Contact: The lead is automatically added to your pipeline, triggering a welcome email and assigning a team member to follow up.

3. Site Survey: After scheduling, you move the lead to the "Site Survey" stage. This could trigger a reminder text to the client the day before.

4. Quote Sent: Once you've prepared a quote, drag the lead to this stage. AGM can automatically send the quote and a follow-up sequence.

5. Negotiation: If the client has questions or wants to discuss options, move them here. Set reminders to check in if you don't hear back.

6. Contract Signed: When the deal is sealed, this stage could trigger your installation scheduling process.

7. Installation: Keep track of ongoing projects and their status.

8. Follow-Up: After completion, move the client here to trigger satisfaction surveys and maintenance reminders.

Combining Pipelines with Other AGM Tools

The real magic happens when you connect your pipelines to other AGM features:

Online Scheduling

When a lead moves to the "Site Survey" stage, automatically trigger your online scheduling tool to send them a link to book their appointment.

Email and SMS Campaigns

Set up stage-specific communication. For example, leads in the "Quote Sent" stage could receive a series of educational emails about artificial grass maintenance.

Task Management

Create automated tasks for your team based on pipeline stages. When a project moves to "Installation," assign tasks to your crew chief.

Reporting and Analytics

Track how long leads spend in each stage, your conversion rates, and more. Use this data to continually refine your process.

Practical Examples for Your Business

The "Fence-Sitter" Pipeline

For leads who are interested but not quite ready to commit:

• Initial Contact

• Sent Info Packet

• Follow-Up Call

• Nurture (with regular check-ins and seasonal promotions)

• Ready to Buy

The "Speed Installation" Pipeline

For clients who need artificial grass ASAP:

• Urgent Inquiry

• Rapid Quote

• Fast-Track Approval

• Priority Scheduling

• Express Installation

• Quick Follow-Up

Tips for Pipeline Success

1. Keep it Simple: Start with the essential stages and add complexity as needed.

2. Use Clear Names: "Quote Sent" is better than "Stage 3."

3. Set Expectations: Use pipeline stages to communicate timelines to clients.

4. Regular Reviews: Audit your pipeline monthly. Are there bottlenecks? Stages you never use?

5. Train Your Team: Ensure everyone understands how to use and update the pipeline.

Getting Started with AGM's Custom Pipelines

1. Map Your Current Process: Before you build in AGM, sketch out how you currently handle leads and projects.

2. Identify Automation Opportunities: Where are you doing repetitive tasks that AGM could handle?

3. Build Your First Pipeline: Start with a basic sales pipeline and refine it as you go.

4. Test and Tweak: Run a few leads through and see what works and what doesn't.

5. Expand Your Use: Once you're comfortable, create additional pipelines for different scenarios or project types.

Learn More!

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