Building Your Pipeline Roadmap
The Foundation: Building Your Pipeline Roadmap
The Pipeline is the visual roadmap for your customer journey. It transforms incoming contacts into quantifiable Opportunities and provides clarity on your sales stage.
Action: Create the Pipeline
Navigate to Settings -> Pipelines in your PulseHub account.
Click + Create New Pipeline. Give it a descriptive name that reflects its purpose, such as "Sales Service Enquiries" or "Course Launch Leads."
Define the necessary Stages for your sales process. Each stage represents a step an Opportunity moves through.
Example Stage Pipelines
New Lead
Contact has just entered the system via a form or advertisement.
Attempting Contact
Team is actively trying to reach the prospect.
Discovery Call Booked
The prospect has scheduled a qualifying appointment.
Proposal Sent
A formal quote or offer has been delivered.
Won / Lost
The final outcome of the opportunity.
2. The Trigger: Starting the Automation Flow
The Trigger is the specific event that sets the automation into motion, ensuring instant responsiveness—the core of never missing a beat.
Navigate to Automations -> + Create Workflow.
Select Start from Scratch or use a relevant recipe template.
Choose Your Starting Trigger
Add the first step by clicking + Add new Workflow Trigger. You will typically use one of the following:
Trigger Examples:
Trigger = Form Submitted
Used when the lead comes from a web form built directly within PulseHub (on a website or funnel).
Filter: Select Form is and choose the specific contact form (e.g., "Homepage Enquiry Form").
Trigger = Facebook Lead Form Submitted
Used when the lead comes from a Facebook or Instagram Paid Ad campaign.
Filter: Select Form is and choose the specific Facebook form you used for the ad.
3. The Flow: Defining the Intelligent Sequence
The Workflow is the intelligent, automated sequence of Actions designed to manage, notify, and nurture the lead.
Step 1: Create or Update Opportunity (The Foundation)
The first action must place the new contact onto your sales roadmap.
Click + and choose Action: Create/Update Opportunity.
Pipeline: Select the Pipeline you created (e.g., "Sales Service Enquiries").
Stage: Select the starting Stage (e.g., "New Lead").
Source: Set the source to a clear label (e.g., "Facebook Ad Lead" or "Website Form Submission").
Step 2: Internal Notification (The Team Pulse)
This action ensures your sales team is instantly alerted, allowing for immediate human follow-up.
Click + and choose Action: Send Internal Notification.
Type: Select Email or SMS.
Recipient: Choose Specific User or User Type (e.g., all users assigned to the 'Sales' role).
Message: Use Custom Values to pull in the lead's name and contact details.
Example Message: "NEW LEAD ALERT! Name: {{contact.name}} | Service: {{custom_fields.service_requested}} |
Action: Please attempt contact immediately and move them to the 'Attempting Contact' pipeline stage."
Step 3: Initial Nurture (Client Confirmation)
Provide immediate confirmation to the client, reinforcing the boutique feel of your brand.
Click + and choose Action: Send Email.
From Name/Email: Use your verified dedicated sending domain.
Subject Line: "We've received your request at [Your Business Name]."
Template: Select a branded PulseHub email template that confirms their submission and outlines the next steps (e.g., "Expect a call within the hour").
Step 4: Delay and Escalation
Use a Wait step to control the rhythm and a subsequent check to prevent leads from sitting stagnant.
Click + and choose Action: Wait. Set the delay (e.g., 4 Hours).
Action (After the Wait): Use an If/Else Condition to check the status:
If: Opportunity Stage Is equal to New Lead (meaning no one has touched it).
Then (If TRUE): Send Internal Notification to a Manager, escalating the alert.
Else (If FALSE): The workflow ends, as the lead is being handled.
This basic structure provides the clarity and automated rhythm necessary to ensure no lead is ever missed.