06 - Best Practices for Managing Opportunities

This article reviews the key points of working with the Opportunity Pipeline in CareFunnels and highlights best practices for keeping your leads organized, responsive, and moving toward conversion.

• An opportunity = an active lead you are working to convert into a client or caregiver.

• Use the pipeline stages to track where each lead is in the process.

• Drag opportunities left to right across stages to reflect progress.

• Qualified Lead Nurture: For leads you’re actively following up with but can’t move forward yet (e.g., they haven’t answered). Always add tasks to remind yourself of next steps.

• Won: Move a lead here when they’ve signed on as a client or caregiver.

• Lost: Use for leads outside your service area, already signed elsewhere, or clearly uninterested.

• Abandon: For leads you’ve tried multiple times with no response.

1. Use Tasks to Stay Organized

   • Assign follow-up tasks for leads in nurture so nothing gets overlooked.

2. Be Consistent with Stages

   • Apply the same rules across your team for when a lead is considered nurture, lost, or abandoned.

3. Keep the Pipeline Clean

   • Regularly update opportunities so your pipeline reflects reality, not wishful thinking.

4. Track Wins and Losses

   • Moving opportunities to Won, Lost, or Abandoned provides data you can use later for reporting and improvement.

5. Review Daily

   • Make it a routine to check your pipeline each day. Prioritize nurture leads and ensure no opportunity is stuck without action.

The Opportunity Pipeline isn’t just a tracking tool — it’s your roadmap for turning leads into clients or caregivers. Using it consistently and following these best practices ensures you never miss an opportunity and always know where your prospects stand.

✅ Tip: Document the reason for each Lost or Abandoned lead. Over time, this will help you identify patterns and adjust your outreach strategy.