Introducing The New Sales Pipeline

If you're new to Clinic Convert, this might be your first encounter with the New Sales Pipeline — the heart of your lead conversion system. Whether you're running Facebook or Google ads, this is where your leads (potential patients) land after filling in their details through your campaign forms.

✅ Why This Pipeline Matters

• Automation meets personalisation – Automated follow-ups combined with manual touchpoints.
• Visibility & accountability – Easily track what your team has done and what’s pending.
• Data-driven decision making – See why leads are lost, what’s working, and where to improve.

🎯 Follow These 5 Steps to Set Up and Optimise Your Sales Pipeline

Each step includes a Loom video to walk you through the process.

Step 1: Understanding The New Patient Sales Pipeline - Team Training 1

Loom Video: Understanding the New Sales Pipeline

Step 2: How Does It Actually Work In Practice - Team Training 2

Loom Video: How Does It Actually Work

Step 3: Setting Up Your Sales Pipeline 🚀

Loom Video: Setting Up Your Sales Pipeline

Step 4: Connect Ads, Landing Pages, Forms And Automations To Your Sales Pipeline 🚀

Loom Video: Connect Ads, Landing Pages, Forms And Automations To Your Sales Pipeline

Step 5: How To Use Your Sales Pipeline When You Are Set Up 🚀

Loom Video: How To Use Your Sales Pipeline When You Are Set Up

📈 What You’ll Achieve

By following this structured video series and utilizing the Loom tutorials, you'll gain the skills to confidently set up and manage your Sales Pipeline — guiding new leads from their first inquiry through consultation, care plan acceptance, and ultimately into long-term wellbeing care. The result? Higher conversions, better patient experiences, and nothing slipping through the cracks.