Setup, once
You describe your offer, your ideal customer, your boundaries and how you want leads handed over. This is the brief Pete works from, and you can change it any time.
Five simple steps
You tell Pete what you sell. He does the rest.
There is a bit of setup on day one, then Pete runs the sales work for you. Here is each step, and what keeps happening quietly in the background once you are up and running.
How
PipelinePete.
works
Tell Pete who buys. He finds the market, makes contact, books the meeting and keeps going.
From market
to meetings.
On autopilot! ↗
- 1
Tell Pete who buys
What you sell, who normally buys it, and any rules or boundaries.
- Products and services
- Target customers
- Locations
- Value per customer
- Rules and approvals
- 2
Pete finds the market
A list of the right companies and decision makers, not a generic one.
Companies · Decision makers · Contact details · Buying signals · Priority list - 3
Pete makes contact
Personalised email, calls and text. Pete talks, handles objections and keeps going.
Hi Sarah, it is Pete...Yes, tell me more...Not right now...No problem, I will follow up. - 4
You get opportunities
Pete books meetings, qualifies prospects and moves them to a quote or your team.
✓Meeting bookedSarah Mitchell
Operations Director
Tue 20 Oct, 10:00am - 5
Pete keeps working
Every lead followed up. Old leads, lost quotes and lapsed customers recovered.
- New leads
- Follow ups
- Old quotes
- Lapsed customers
- More sales
The five steps, in a bit more detail
What actually happens at each stage, and what stays in your hands.
The market, built for you
Pete turns the brief into a targeted list of companies and named decision makers, ordered by fit and real buying signals, not a bought spreadsheet.
Contact, your way
Pete reaches out by email, phone and text on a schedule you set. Drafts wait in the approval desk until you approve them, until you decide a step has earned autopilot.
Opportunities, qualified
Interested replies and good calls become booked meetings or warm leads on your desk, each sorted into the pipeline at the right stage.
The long tail, worked
Every lead keeps getting followed up, and your old enquiries, lost quotes and lapsed customers get a win back run. This is where the quickest money usually is.
You stay in control
Nothing goes out unseen by default, the cost of anything paid is shown first, and one button pauses all sending. Pete is persistent, not reckless.
What happens on its own
Once it is running, Pete works on a steady beat.
On a regular cycle, Pete reads new replies and sorts them, sends what you have approved within your daily limits and quiet hours, moves each sequence to its next step, checks your saved cohorts for newly matching companies, and keeps an eye on health, pausing sending if bounces climb. You see the result on the Today screen: what needs you, and the numbers underneath.
Reads and sorts replies
Sends what you approved
Advances every sequence
Refreshes cohorts
Watches health and bounces
Ready to see it on your market?
Tell Pete what you sell and we will show you the list he would build and how the workflow would run.