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HR? Are you mad?
You should always have a pipeline of those who you want to work for you, you just may not have a role for them yet.
Always recruiting doesnโt mean them same as always hiring!
How often should you review your pipeline?
Itโs something I find most business owners/founders/directors donโt do enough!
Even those whoโs specialism is โSALESโ, โMARKETINGโ or โHRโ
Nobody picks a CRM on a quiet Tuesday with nothing better to do.
It happens because things have started slipping. Leads are coming in from three directions. A spreadsheet nobody really trusts, including the person who made it. A customer who said yes a fortnight ago and still hasn't been followed up with.
So you start looking. Something comes up. Looks the part. Clean, well-known, proper software.
Then the real question hits: is this actually the right kind of sensible for how things work around here?
That's the question most people forget to ask.
In a cleaning business, you don't really lose leads. You just misplaced them.
A missed call in a stairwell. A WhatsApp voice note you meant to reply to. An email you read at 10 pm and definitely planned to answer in the morning.
Then Tuesday happens. Someone's off sick. A landlord wants an invoice reissued. A client's key doesn't work.
And somewhere in a van, there's a notebook full of gate codes the owner is mildly terrified of losing. That's not chaos.
That's just a cleaning business without a system.
10:30 pm. Cup of tea. Finally sitting down.
Then your stomach drops.
That WhatsApp from Friday. The lead looked perfect. You meant to reply, but the merchant was late, someone called in sick, and the afternoon disappeared.
Now it's Tuesday night. Have they already booked someone else?
This isn't a bad day. For most service business owners, this is just the standard way of working.
The answer isn't to try harder. You're already at full capacity. It's to stop relying on memory.
Week one: she asked for the pipeline.
Week two: she asked for pricing clarity and a defined process.
Week three: She started building her own version because nothing formal existed.
By month two, both sides were frustrated. The hire wasn't wrong. The system just wasn't ready for her. Most first sales hires don't fail because of the person. They fail because of what they walked into.
A useful lesson from @calebralston
Most content doesnโt fail because the idea is bad.
It fails because the promise gets lost.
Before publishing ask:
โข What am I promising?
โข Does every line support it?
โข Have I delivered?
Clarity beats complexity.
Every time.
Automation isnโt about replacing people.
Itโs about stopping people from doing jobs software can do better.
Recently we consolidated thousands of contacts into one database and automated pipeline creation.
The result?
Less admin.
More selling.
Better decisions.
People donโt remember job titles.
People remember problems.
Yesterdayโs BNI education slot was a reminder that better referrals come from describing the challenge you solve, not the demographic you serve.
Technology connects us.
Relationships create opportunities.
It's late. The house is quiet. You pick up your phone.
Start scrolling through WhatsApp. Try to remember if you replied to that enquiry from three days ago. Check your sent folder. Wonder if that quote was even opened.
You told yourself you'd get more organised this year. You even signed up for a system.
Then the week took over.
The problem usually isn't the tool. It's that the process was never really there to begin with.
Your next sale might already be in your CRM.
Past clients have already overcome the hardest part:
Trust.
Before generating more leads, review the opportunities youโve already earned.
6:30 am. Van's warming up. Coffee's already going cold.
Phone pings. "Hi mate, can you quote for a kitchen knock-through?"
You think: I'll reply when I'm parked up on site.
Then the merchant rings. One of the lads hasn't shown up. A client wants to tweak an invoice.
By half five, you've forgotten who that enquiry was, even from.
That's not a sales problem. That's just what happens when the day gets hold of you.
Somewhere in your business, there's a spreadsheet.
It's been renamed three times. It's currently called something like Leads_FINAL_v2_USE_THIS_ONE.
And to be fair, it works. Most of the time. Until a quote doesn't get chased because everyone assumed someone else had it. Until a lead goes quiet and nobody notices for two weeks.
It's not a people problem. It's just that a spreadsheet doesn't nudge anyone.
It just sits there.
You nod like you're a human calendar."Yeah, remind me tomorrow." Sure. Absolutely. Consider it done.
Meanwhile, your head is already carrying the client call you haven't returned, the invoice you meant to send, and about eleven other things that felt urgent this morning.
Your memory isn't failing you. It's just full. At some point, keeping it all in your head stops being impressive and starts being expensive.