The exact moment to choose Riibase
You have people raising their hands, but follow-up is inconsistent. A lead may come from a form, a referral, a social message, or a call. The problem is not a lack of names. The problem is that nobody can see what should happen next or when it needs to happen.
Build this first version
- Five stages: New lead, contacted, conversation booked, proposal sent, won or lost.
- Four fields: Contact name, offer, next action, and next follow-up date.
- One rule: Every open record must have a next action before you close it.
- One view: Open the pipeline at the start of every workday and do the next actions first.
30-minute first test
Add five real leads or conversations that are already in motion. Give every one a next action and a date. If you can answer “who needs a response today?” in under a minute, the first version is working.
Stop and choose another route if...
You do not yet have a clear offer or a place people can contact you. Start with Wix. If your lead source is a live or automated teaching session, start with EasyWebinar and connect the resulting leads to a simple follow-up process.
Christopher’s desk note
More leads will not help if the good ones do not get a useful answer while they still care.