My team won't keep a CRM up to date.

Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.

Which station of the line is the pipeline board on?

Station 4 — Chase. Open quotes chased on day 2, 5 and 9 until they answer — politely relentless.

What happens without it?

Without it, no idea what is open, what has gone quiet, or what this month actually looks like. That is the gap the leak audit puts a dollar figure on.

Station 04 — chase

You can see
the whole line.

Every open enquiry, what stage it is at, and what happens to it next.

One board showing every live enquiry and quote, what state it is in, and what the machine will do about it next. Not a dashboard you have to maintain — it fills itself from what actually happened.

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How it runs

Step by step

01
It fills itself
Stages move on real events — replied, booked, quoted, won — not on someone updating a record.
02
Nothing stalls silently
Anything sitting too long in one stage surfaces instead of sinking.
03
You see the money
Open value by stage, so you know what is actually in front of you this month.

Where it sits

Station 4 — Chase

STN 01
Capture
Calls, forms, web chat and socials land in one intake. Nothing lives in a notebook.
STN 02
Answer
Every enquiry gets a reply in 90 seconds, in your voice, day or night.
STN 03
Book
Qualified enquiries book straight into your calendar. No phone tag, no tennis.
STN 04
Chase
Open quotes chased on day 2, 5 and 9 until they answer — politely relentless.
STN 05
Return
Review requests after every job; reactivation campaigns wake your old list.

The board — Pipeline board — roofers

RUNNING

07:12Storm damage — tile roof, Hills districtMissed callInspection booked
11:40Quote #77 — full restoration, $11,200Day-9 chaseReplied "still keen"
16:05Gutter replacement — web formWeb formQuote sent 16:09
06:00Shift summary → owner's phoneReport$11,200 in play

Straight answers

The pipeline board — questions people ask

My team won't keep a CRM up to date.: Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.
Which station of the line is the pipeline board on?: Station 4 — Chase. Open quotes chased on day 2, 5 and 9 until they answer — politely relentless.
What happens without it?: Without it, no idea what is open, what has gone quiet, or what this month actually looks like. That is the gap the leak audit puts a dollar figure on.

By trade

The pipeline board in your industry

Pipeline board

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

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