SMB Kit
Lead Qualification & CRM Workflow Kit
Turn random inquiries into an organized sales pipeline.
Lead stages, qualification logic, CRM templates, pipeline SOPs, and tracking dashboards.
๐ What's inside the download
- ๐ CRM Workflow Guide
- ๐ Lead Stages Framework
- ๐ Pipeline SOP
- ๐ Google Sheets CRM Template
- ๐ Daily Lead Review Checklist
- ๐ Manager Dashboard Template
โจ What you get
- โ5โ6 connected PDFs covering the full workflow
- โCopy-paste scripts, SOPs, frameworks, checklists
- โHinglish where it counts โ English where it should be
- โBuilt by a solo founder for solo founders
- โLifetime updates as the playbook evolves
๐ Sneak peek โ first page
Actual content from the file
ASTRA SPACE โ CRM Workflow Guide
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BUILD A LEAD MANAGEMENT SYSTEM THAT CONVERTS MORE INQUIRIES INTO REVENUE
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1. WHY YOU NEED A CRM WORKFLOW
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If your leads live in WhatsApp chats, scattered notes, and your memory โ you're losing money.
A CRM workflow gives you:
โข Visibility: See every lead and where they are in the pipeline
โข Consistency: No lead falls through the cracks
โข Speed: Know exactly what to do next for each lead
โข Data: Track what's working and what isn't
โข Scale: Handle 10 leads or 500 with the same system
2. THE 6-STAGE PIPELINE
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Stage 1: NEW INQUIRY
Lead just reached out. No qualification yet.
Action: Respond within 5 minutes. Ask first qualifying question.
Move to Stage 2 after first meaningful exchange.
Stage 2: QUALIFYING
You're assessing fit, need, and timeline.
Action: Score using NITF framework. Ask 2-3 qualifying questions.
Move to Stage 3 if score โฅ 10. Move to COLD if score < 10.
Stage 3: ENGAGED
Lead is qualified and actively in conversation.
Action: Share relevant info, case studies, pricing. Book a call.
Move to Stage 4 when call is booke
โฆ full download is a formatted PDF with 3,000โ5,000 words ยท complete guide
๐ฏ Who this is for
- โSMB founders serious about replacing chaos with a system
- โSales team leads documenting their playbook for the first time
- โAgencies packaging this as a deliverable for their clients
โ Frequently asked
How is this different from the micro-kits?
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Micro-kits solve one specific problem in one file. Full kits are complete systems across multiple files. If you want the complete follow-up-to-close workflow, get a full kit.
Do I get future updates?
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Yes โ all updates free for life.