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Pipeline Categorization
1. Interested
![2_Interested.png](https://static.wixstatic.com/media/25daa2_132f89c5d2114ef1bacfe2dfccc4a1b4~mv2.png/v1/fill/w_680,h_405,al_c,lg_1,q_85,enc_auto/25daa2_132f89c5d2114ef1bacfe2dfccc4a1b4~mv2.png)
INTERESTED
When a new prospect or an existing client consents to having a meeting to explore a specific need.
An opportunity can stay in INTERESTED until the salesperson believes there is a real deal worthy of pursuit. It may require a number of meetings to attain enough information to decide to promote the deal to DISCOVERED.
2. Discovered
![3_Discovered.png](https://static.wixstatic.com/media/25daa2_9c73d552b25945ad8f9c9f2f2f1b7cbd~mv2.png/v1/fill/w_68,h_40,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/25daa2_9c73d552b25945ad8f9c9f2f2f1b7cbd~mv2.png)
DISCOVERED
When the sales person has gained enough information for an Opportunity and has decided that there is a real deal worth pursuing.
However the deal is still in the qualifying process and thus does not yet belong in QUALIFIED.
The activity required at this stage is:
• thorough needs assessment
• qualifying questioning
• the creation of a proposal
Close date and revenue value, should be noted.
3. Qualified
![4_Qualified.png](https://static.wixstatic.com/media/25daa2_7d8212bd81c540fd9cebdf9500e0e054~mv2.png/v1/fill/w_68,h_40,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/25daa2_7d8212bd81c540fd9cebdf9500e0e054~mv2.png)
QUALIFIED
When the sales person has or understands:
• the business pain
• met all decision makers
• the decision criteria
• the project requirements
• the project budget
• the timeline (close date)
• who you are competing with
• the proposal has been presented
• is on the short list
Should any of the required information be missing, the deal MUST stay in DISCOVERED.
Must have close date and revenue amount.
4. Selected
![5_Selected.png](https://static.wixstatic.com/media/25daa2_7f145eb42c924c1d898a776300bfa343~mv2.png/v1/fill/w_68,h_40,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/25daa2_7f145eb42c924c1d898a776300bfa343~mv2.png)
SELECTED
The sales person must firstly qualify the deal and be given a clear indication that the deal is going to be awarded to them. A letter of intent, or verbal confirmation from a SENIOR decision maker would qualify as a clear indication when working with a NEW account.
When working with an EXISTING account, the SELECTED criteria can be verbal from other members of the decision team. However this is not a time for the sales person to calculate commission, as it is now theirs to lose.
Must have close date and revenue amount.
5. Closed
![6_Closed.png](https://static.wixstatic.com/media/25daa2_73ffad93f2034564866e19eeeedec14b~mv2.png/v1/fill/w_68,h_40,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/25daa2_73ffad93f2034564866e19eeeedec14b~mv2.png)
CLOSED
When the sales person receives complete commitment from the prospect or client. This can come in the form of a written purchase order, a signed agreement or retainer cheque from a new customer. In the case of an existing account this can be a written purchase order, email or even trusted verbal agreement.
Must have close date and revenue amount.
Deals can be left in CLOSED until a written letter of reference is asked for by the sales person and received sometime after the deal has been completed.