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Chapter 11: Your Client Operating System
Sketch Your Pipeline Spec
Draw the stages a stranger passes through to become a client, and beside each write the one thing that should happen automatically.
Your pipeline
Draw the five or so stages a complete stranger passes through to become a paying client - new enquiry, call booked, proposal sent, signed. Then, beside each stage, the single thing that should happen automatically the moment a lead lands there.
Notes
Private by default. Your worksheet autosaves so you don't lose it, but it belongs to you: nobody reads it, nothing trains on it, and nothing about you goes anywhere unless you choose to share it. How your data is handled