# Lead & Pipeline Conversion System
MAVERICK INC. | FIELD GUIDE 08

Find missed revenue between first inquiry, appointment, proposal and closed deal.

## What this system is designed to accomplish

The purpose is not to create another unused report. It is to create a repeatable decision process that connects evidence, owner accountability, and action. Numbers in examples are illustrative, not verified customer results.

## Four-stage implementation checklist

### Step 1: Define funnel lifecycle stages and stage conversion formulas
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

### Step 2: Audit lead speed-to-contact and ownership
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

### Step 3: Measure booking, show, proposal and close conversion separately
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

### Step 4: Prioritize automations without masking operational failures
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

## Deliverables checklist
- [ ] Lead stage definitions
- [ ] Speed-to-lead tracker
- [ ] Show-rate dashboard
- [ ] Pipeline forecast

## Executive diagnostic questions
- Who owns each new lead and when?
- Are missed calls and no-shows visible?
- How is a qualified opportunity defined?
- What is the real sales cycle by segment?

## Quality control standard
- Never combine different definitions of the same KPI without reconciling the sources.
- Label unverified, illustrative or directional findings.
- Validate formulas on known test cases.
- Keep a change log: observation, recommendation, owner, due date and verified result.
- Judge financial impact using actual costs, margin and collected revenue when available.

## How to use the workbook
Open the accompanying Maverick Business OS workbook. Locate the tab matching this topic, replace example inputs with your actual data, validate the metric definitions, and use the action column to log your next decision. Do not share sensitive customer-level data without an appropriate agreement and security review.

## 30 / 60 / 90-day accountability
- Day 30: establish working definitions, initial diagnostics, owners and a prioritized set of actions.
- Day 60: test changes, review actual results and discontinue weak hypotheses.
- Day 90: scale validated improvements and make the reporting process repeatable.

For a private business review: https://maverick.plus/#book
Contact: ian@maverick.plus

Copyright Maverick Inc. Internal business use permitted. No guarantee of commercial outcome is implied.