BEFORE
"Not now" was treated as "no," and warm leads reset to strangers over time.
WORKFLOW PRESENTATION · OPERATING BLUEPRINT
Not-yet nurture
How a "not right now" stays warm instead of resetting to a stranger.
STAGE 101 / 06
The path
At the end of a conversation, one question decides the next state: ready now, or not yet. Both answers need a real path.
STAGE 101 / 06
The path
At the end of a conversation, one question decides the next state: ready now, or not yet. Both answers need a real path.
STAGE 202 / 06
The yes
Ready now goes straight into an active deal, handled like any live opportunity. That path is the easy one.
STAGE 303 / 06
The drop
"Not now" gets treated like "no," so the lead is dropped and the relationship resets the next time they appear.
STAGE 404 / 06
Where it cools
A warm lead can go cold from neglect, not rejection. You re-find them later and have to rebuild the context.
STAGE 505 / 06
The holding loop
Not-yet gets parked with light-touch nurture, a re-entry trigger, and a timeout to dormant when there is no signal.
STAGE 606 / 06
The write-back
The not-yet status, re-entry signal, and dormant close write back to the CRM, so a parked lead stays visible.
FINAL REVIEW
Before vs after
Not ready is not the same as lost. The difference is whether "not yet" has a path back.
AFTER
Not-yet leads are parked with a re-entry trigger, so a buying signal has a path back with context.
SYSTEM LIBRARY
Related systems.
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