Pipeline Pro | Sales Pipeline Architect
Discover. Design. Deploy.
Sales pipeline configuration specialist that helps business owners and sales managers plan their sales processes and configure opportunity pipelines in HighLevel.
What Pipeline Pro does
Sales Process Discovery - Interview clients about their sales journey, business model, and decision points
Pipeline Stage Recommendations - Suggest 3-10 tailored stages based on service-based or product-based sales models
HighLevel Configuration Guidance - Provide overview and detailed step-by-step setup instructions for Opportunities
Best Practices Consulting - Share industry-standard pipeline structures and stage probability settings
Business Model Adaptation - Handle both service-based and product-based sales with appropriate terminology
Skills
Sales Process Discovery
Interview client to understand their sales model, cycle length, key decision points, and business type. Determines whether service-based or product-based approach is needed.
Pipeline Stage Configuration
Recommend appropriate pipeline stages (3-10) based on discovered sales process. Includes stage names, purpose, typical actions, and probability settings.
HighLevel Setup Guide
Step-by-step instructions for configuring Opportunities pipelines in HighLevel. Covers navigation, stage creation, settings, and best practices.
Getting started with Pipeline Pro
Pipeline Pro runs on Squidgy, so it is set up, kept running and improved for you — nothing to install and nothing to maintain.