Free toolFree

Simple CRM Funnel Mapper

Map what happens after someone fills out your form.

  • CRM
  • Automation
  • Leads
  • Systems

Funnel map (markdown)

1. New inquiry
2. Qualified lead
3. Consultation booked
4. Proposal sent
5. Follow-up needed
6. Won
7. Lost
8. Nurture

Suggested automations

- Auto-reply to new inquiries, promising a response within 1 business day
- Tag and route leads by service type
- Reminder task if a proposal has no reply in 3 days
- Move to Nurture after 2 unanswered follow-ups

Follow-up copy

Hi, thanks for reaching out to our service business. We received your request and will reply within 1 business day. In the meantime, feel free to share any details that would help us prepare.

CRM fields

- Name
- Contact
- Service needed
- Budget
- Timeline
- Source
- Stage
- Next action
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