Lead Cleaning -> Understanding Sales Pipeline

Lead Cleaning Happens DURING Calling (Not Separately)

You clean leads as part of your calling workflow.
This keeps the pipeline accurate, organized, and more profitable over time.


Leadbreakers One-Touch Clean Rule

Every time you touch a lead, you must improve it.

Call → Update GHL Pipeline Stage → Clean Missing Info (≤45 sec) → Move On

Fast, clean, consistent execution creates predictable appointments.


Outbound Pipeline Definitions Table (Read Before Updating Stages)

This table explains exactly when to use each stage and why it exists, so you always know where to place a lead.

Pipeline Stage

When to Use It

Why This Stage Exists

1. New Lead

No calls yet.

Starting point for all leads.

2. Attempted Contact – No Answer

After calling and nobody answers.

Tracks early attempts; keeps call rotation clean.

3. Spoke to Gatekeeper

Reached someone who is not the decision-maker.

Separates gatekeeper loops from real conversations.

4. Spoke to Decision-Maker (Not Booked Yet)

Spoke to the owner/DM but didn’t book.

High-value stage for coaching and follow-up strategy.

5. Interested – Needs Follow-Up

DM is positive but not ready to book.

Warmest leads; highest follow-up priority.

6. Appointment Booked

Appointment fully scheduled and confirmed.

Setter’s job is done. Automation moves this to Sales Pipeline.

7. Bad Number / Invalid Contact

Number is wrong, disconnected, or not usable.

Critical for removing bad data from active call rotation.

8. Not Interested – Still Qualified

DM says “not now” but is a good fit.

Used for long-term nurture/recapture campaigns.

9. Disqualified – Wrong Fit

Business is not a match or is closed.

Permanently removes the lead from all dialing.

10. Unreachable – Retry Later

Multiple no-answer calls but number is valid.

Moves long-term unreachable leads out of daily queue for future recycling.


What Must Be Cleaned After Every Call Attempt

A. Update the Pipeline Stage (Mandatory)

Move the lead into the correct stage immediately.

B. Company Status

Update if you discover they are closed, wrong vertical, wrong geography, not a good fit, etc.

C. Decision-Maker Information

Add or update DM name, title, or LinkedIn.

D. Phone Number Accuracy

  • Wrong → move to Bad Number

  • Disconnected → Bad Number

  • New number → add immediately

E. LinkedIn Profile

Add if missing or clearly outdated.
(≤45 seconds — stay fast.)


The ≤45-Second Rule

Lead cleaning must be fast:

  • Max 30–45 seconds

  • No deep research

  • No delays

  • No “fix later” tasks

Your priority is ALWAYS calling.


End-of-Shift Lead Quality Checklist

Before ending your shift:

✔ All leads touched today have correct pipeline stages
✔ All bad numbers moved to Bad Number / Invalid Contact
✔ All missing DM info added
✔ LinkedIn profiles updated
✔ No leads left incomplete
✔ All booked appointments logged correctly

This ensures your pipeline becomes cleaner and more profitable every day.


Final Summary

Success comes from:

  • High call volume

  • Fast execution

  • Clean, accurate data

  • Proper pipeline management

  • Consistent daily habits

  • Applying the One-Touch Clean Rule

Master this system → reliably book 2+ appointments/day.