Running a business is busy, and keeping track of inquiries is crucial. Boxly makes organising leads easy with custom Boxes.
Custom Boxes help sort and manage all incoming leads, ensuring nothing gets missed.
Stages in Boxly track each step of communication, from the first contact to booking appointments. This smooth tracking turns inquiries into loyal clients.
Each Box can link the ‘Won’ Milestone to a specific stage, which is where leads turn into sales.
In the Boxes we've built below, we highlight this stage you would link for easy reference:
✨Won - Won Milestone
We've split the Boxes into Industries with their industry-specific Boxes and Stages
The Boxes👇
Stages:
Incoming
In conversation
Follow-Up Needed
Waiting For decision
Consultation Booked
Consultation Attended
✨Treatment Started - Won Milestone
Lost/No Response
Stages:
Incoming
In Conversation
Follow-Up Needed
Consultation Booked
Consultation Attended
✨ Treatment Starting - Won Milestone
Lost/No Response
Stages:
Incoming
Follow-Up
In Conversation
Consultation
Custom Plan Sent
Waiting For decision
Treatment Started
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Triage
Immediate Action
Treatment
Post-Treatment
Follow-Up
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow Up
Initial Consultation
Treatment Plan sent
Decision Pending
✨ Won/Booked - Won Milestone
Lost
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow Up
Initial Consultation
Treatment Plan sent
Decision Pending
✨ Won/Booked - Won Milestone
Lost
The Boxes👇
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Consultation
Treatment Planning
Procedure
Aftercare
Follow-Up
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Won Milestone
Incoming`
In conversation
Follow up needed
Discovery Call
Waiting for decision
Lost
✨Won - Won Milestone
Milestones
Track and report on the journey from lead to customer accurately.
