Standardise the stages, not the scripts
Locations can sell differently and still share the same five or six stages. Agree on what has to be true for a deal to move forward, and let each team decide how they get it there.
- New
- Qualified
- Proposal sent
- Negotiation
- Won or lost
Route leads by rule, not by inbox
Leads that land in a shared inbox wait. Set routing rules by territory, service line or capacity so every lead has an owner within minutes.
Review the pipeline together
A single weekly review across locations shows who is ahead, who is stuck and where the group can lend a hand. It also stops the same customer being quoted twice by two sites.