What does this template look like?
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When should you use it?
Use it when the first real decision is whether this lead can buy, not how the demo is scripted.
What does each step mean?
- New lead is the trigger. Discovery call is the conversation that makes the budget question possible.
- Budget fit? sends a fit to a demo and everyone else to nurture.
- Write the next step is shared. A nurture lead still needs a date to hear from you.
- Done closes this pass. A later proposal is another chart if it has its own decisions.