EVOLV
Workspace

Lead HQ

Premium pipeline, compliant every step.

Guide prospects from audit to paid onboarding with premium touchpoints, Metro-2 clarity, and NEPQ follow-ups that feel concierge. Focus on trust, timelines, and next actions that move Lead→Consult% today.

Launch nurture SMS Review billing information
Active Pipeline Loading… Keep consult calendars booked.
New (7 days) Loading… Trigger welcome SMS + welcome email.
Win Rate Loading… Benchmark vs. certified mail upsell.
Playbook

1. Audit → 2. Present Metro-2 gaps → 3. Offer premium onboarding.

Total Leads
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Monitor Lead→Consult conversion.
New (7 days)
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Fresh conversations to route today.
Active Pipeline
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Exclude Won/Lost for clarity.
Win Rate
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Track against premium upsells.

Lead Capture Link

Generate a shareable link to capture prospect information for your sales pipeline.

New Lead Intake • Ingreso de Prospectos

Capture trust before the consult.

Document source, compliance flags, and next promise so your team can follow through sin confusión.

Win Rate Loading… Share in standups.
1 Capture channel + consent
2 Log NEPQ pain + goals
3 Offer premium onboarding

Contact

Pipeline Snapshot

Mailing Address

Feeds coverage analytics

Notes / Notas

Reminder: Log facts only—no guarantees of score changes or timelines. Recuerda: sin prometer resultados.

Shortcut: Press L to clear and focus for the next lead. Download NEPQ script

Pipeline Overview

Drag conversations through NEPQ stages, spotlight wins, and refresh after campaigns.

KPI tip: track show rate per stage and trigger automated check-ins for stalled deals.