Closer Pipeline Tracker
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5-touch follow-up system | Matt & Tammy deal management
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Matt
Tammy
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Business Name *
Contact Name
Phone
Email
Assigned Closer *
Matt
Tammy
Vertical
Auto Repair
Restaurant
HVAC/Plumbing
Tint/Detailing
Retail
E-commerce
Healthcare
Other
Monthly Volume ($)
Current Processor
Stage
New Lead
Touch 1 - Initial Call
Touch 2 - Follow-up
Touch 3 - Value Add
Touch 4 - Urgency
Touch 5 - Final
Verbal Yes
App Submitted
Signed
Next Follow-up Date
Source / How We Got This Lead
Notes (objections heard, key info)
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