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Pipeline Health
Weekly Snapshot
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Pipeline summary
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Convertly CRM

Connected to your live lead data. Ask me anything about your pipeline.

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Lead Table
NamePhoneCompanyLocationAds StatusTraffic SourcePain PointConversion StrategyTrackingFollow-UpGap NoticedRec. SystemLead StatusLead ScoreSourceAddedAction
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Qualify a Prospect

Use on a call. Prospect only sees name + contact on the public link. Scoring is private.

🔒 Internal Scoring
Traffic
Meta Ads
Google Ads
Organic
None
Under 10
10–30
30–100
100+
None
Under ₦200k
₦200k–₦500k
₦2M+
Conversion
Audit call booked
Manual qualify
No process
Send price list
Leads go cold
Price objections
Don't know
Low trust
Tracking
Full tracking
Partial
Platform only
None
Follow-Up
Automated
Manual
Occasional
None
Before contact
After first reply
After call
Don't know
Ready now
Within 30 days
1–3 months
Just exploring
Standalone Link

Prospects see Brand + Contact only. Score stays private to you.

tgr-qualify.html
Qualification Log
BrandContactScoreTierDate
Client Portal
Send clients to the standalone portal to complete intake, upload docs, and track setup.
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TGR AI

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Pipeline health
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