Deal Stages

Deal Stages
Description	Definitions for what constitutes each Deal Stage
Platform	monday.com
Workflow	Deal Stages displayed on the CRM board
Schedule/Trigger	Triggers Defined Below

Opportunity

When someone replies to a cold outreach message and we have not yet determined if it was a positive or negative reply.

Expressed Interest

When someone indicates they are interested. It can be discussing taking a meeting, accepting a piece of content, or asking questions about the product.

Expressed Interest

Meeting Set

When contact who books a meeting.

Negotiating

The period after a meeting and before a trial.

Free Trial

When the customer can test the product for free.

Later

When a contact is interested, but the timing is not right. They request that you connect with them at a later date.

Committed

When someone commits to purchasing, but has not yet completed the purchase.

Active

A paying customer.

Lost

An opportunity that responded negatively or a contact at a later stage who tells you they are no longer interested.

Referred to

When someone tells you they aren't the right contact and to talk to a specific person instead. The new referral gets the Deal Stage "Referred to" until they respond.

Referred by

The person making a referral. They think your product is interesting, but are not the decision maker and have tried to help you get to the right person.

Previous Customer

A contact who was previously paying but is no longer an active customer.

No Card on File

Registered for a free trial, but stopped registration before putting a card on file.

No Conversion After Trial

Registered for a free trial, but didn't pay when the trial period expired.

No Engagement After Initial Interest

Indicated interest, whether verbally, by taking a meeting, or signing up for a free trial, but no longer responds after repeated follow ups.

Active Automation - Not a Parvenu Customer

A paying customer for data and automation consulting, but not yet a Parvenu customer.

Replied on Linkedin

When a contact responds to a message on Linkedin.

Should be converted to a Status column trigger with the Deal Stage as "Opportunity"