1. 1
   Capture every lead in one place: email, source, and journey stage.once

   • Use one source of truth rather than separate newsletter, demo, and contact-form lists.
   • Store the original acquisition source so you can compare which channels create customers, not only signups.
   • Start with four stages: new lead, engaged, sales conversation, and customer.
2. 2
   Set up a simple inbound reply flow so no message goes cold.once

   • Send contact forms and direct replies to an inbox someone checks every working day.
   • Assign an owner and a next action to every sales conversation.
   • Create one saved reply for common questions, but personalize the opening and recommendation.
3. 3
   Define the one conversion event your CRM should move people toward.once

   • Choose the next meaningful action: reply, booked demo, activated account, or paid upgrade.
   • Do not optimize several competing calls to action in the same sequence.
4. 4
   Run a welcome-to-soft-ask email sequence for new signups: 5-8 emails over 3-4 weeks, one every 3-7 days.daily
5. 5
   Reply to hand-raisers (a demo request, a reply) within the hour, ideally minutes - it is the single biggest conversion lever.daily
6. 6
   Tag leads by stage so you always know the next touch.daily
7. 7
   Review stalled leads and send one useful, contextual follow-up.daily

   • Prioritize people who visited a pricing page, replied before, or used a high-intent feature.
   • Reference their situation and offer a concrete next step instead of sending a generic check-in.
8. 8
   Compare conversion by source and fix the weakest handoff.daily

   • Track lead-to-reply, reply-to-demo, and demo-to-customer rates separately.
   • A low reply rate usually signals weak messaging; a low close rate often signals qualification or offer problems.

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