Janna How to automate your Pipeline in Copper?

Here is a fresh example on how to bake your Pipeline as you want. Meet Janna from Miracle Crafts, she’s a crack from her craft and was looking new ways to improve her Copper experience, by automating a few things for her repetitive and customize orders from her business:

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She had the default Pipeline (Sales) and Stages (Qualified, Follow Up, Presentation, Contract Sent, and Negotiation) in her Copper account. After exchanging ideas we were able to rename them as follows:

1. Project Scope Call Schedule: Booked call through Calendly using Zoom where the scope of the job is discussed.
2. • Google Doc Shared: File where the structure of the job is addressed/approved by the client.
   • Invoice Sent: Payment requested.
   • Invoice Paid: Payment received.
   • Project Creation: Herself or a team member address the work and update the timelog of how many hours were used for the job. 
   • Project Completed: Customer is notified via email. 
   • Shipping Required: Product is sent and tracking information is provided. 
   • Delivered: Workflow is completed and a satisfaction survey is delivered. 

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• For customized orders we suggested Janna to try out PandaDoc, an online tool that can send a proposal where all the options from the orders are addressed with pricing included and then the customer accepts them with one click. If new changes are needed, they can be replaced in real time and even create a new template for the new agreement to be signed.

• On how to deal with Leads vs Opportunities we advise her to see leads as prospects that need to comply with certain requirements in order to be accepted and converted as an opportunity. You can find more information about it with this complimentary article. 

• When naming stages, it’s important to think in the past tense where in order to move forward you have to complete a previous bundle of requirements first until the last step is touched. 

• You can edit which Opportunities you will like to add an extra touch of attentiveness for follow up. By setting the “Sales Views Settings” (eye icon) days according to the importance of the project/client itself (this turns red-rose your opportunity so you have a better view of everything).

• Another great visibility feature is “Top Opportunities” where you set an specific amount of money, to prioritize these opportunities in a different way by unlocking a $ green icon attached underneath the opportunity. This is also found over the eye icon from your Opportunity section. 

• Finally we recommend her to arrange the “Fields on Records” (Copper Settings Option) with an specific order that will help to nurture Opportunities fields in a more efficient way. By creating the field “Shipment Required” will allow to either send 1 email template for her customer or a second one for those that will come to the store to pick up their finished product.