Most sales pipelines are broken. And the worst part is, nobody on your team is running it the same way.
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In this episode, I break down the exact 6-stage sales pipeline we install for consulting clients across professional services — mortgage, real estate, finance, coaching, advertising sales, and more. This is the paint-by-numbers framework that simplifies your entire sales process, gets new reps profitable faster, and gives you the reporting you need to scale predictably.
What we cover:
- Why a complicated pipeline is costing you more than just lost deals
- The 6 stages every service business sales pipeline needs
- How to handle ghosted appointments without losing the lead
- When to move a deal to lost vs. back to nurture
- The onboarding phase most businesses skip and why it matters
- How HubSpot sales playbooks automate the whole thing
If your pipeline has 17 stages and every rep interprets it differently, this one's for you.
Timestamps:
00:00 Why most sales pipelines are broken
01:15 How a complicated pipeline increases turnover and commission costs
03:58 The paint-by-numbers pipeline framework overview
04:10 Stage 1: New Inquiry
04:18 Stage 2: In Follow Up
04:33 Stage 3: Nurture
04:39 Stage 4: Appointment Set
04:49 Stage 5: Decision
04:59 Stage 6: Onboarding and Active Client
27:29 How to handle no-shows and ghosted appointments
28:56 The Active Client and Delivery phase
29:49 Lost vs. Canceled deals
30:48 Why HubSpot is the CRM we recommend
31:00 How HubSpot sales playbooks power the whole pipeline
33:02 When to build separate pipelines 34:31 Recap and next steps