04 - Nurturing Leads in the Opportunity Pipeline

Edited

Not every lead is ready to move forward right away. The Nurture Lead stage in CareFunnels helps you manage contacts who haven’t yet responded, so they don’t slip through the cracks.

Why Nurturing Matters

Leads often need multiple touches before they’re ready to commit. If you call a new lead and they don’t answer, or if you hit a temporary roadblock, placing them in Qualified Lead Nurture ensures they stay visible and organized in your pipeline.

How to Use the Nurture Stage

  1. Identify stalled leads

    • Example: You tried calling a new lead, but they didn’t pick up.

  2. Move them to the Nurture stage

    • Drag their opportunity card into Qualified Lead Nurture.

    • This signals they need more follow-up, but aren’t lost.

  3. Work the nurture list consistently

    • Check in with these leads regularly.

    • Use email, SMS, or additional calls to re-engage them.

    • The goal is to move them forward into the next stage once contact is established.

Key Takeaway

Think of Qualified Lead Nurture as a holding area for promising leads who need more time or touches. It helps you stay proactive, rather than losing opportunities simply because they didn’t answer the first call.


Tip: Make it a habit to review the Nurture stage daily so you can prioritize outreach and keep your pipeline moving.