Lead CRM
Track conversations, next actions, and revenue manually
Record source threads, pain, offer fit, next action, pipeline value, and won revenue without auto-DM.
Leads 是什么
这个页面记录人工互动产生的线索、阶段、offer fit、pipeline 和 next action。
为什么和收入有关
收入来自 qualified conversations 和 follow-up,不来自自动私信或批量触达。
下一步做什么
把每个有价值回复录成 lead,写清楚下一步和是否获得许可。
常见错误
- 不要把普通评论都算成 lead。
- 不要未经对方请求就私信推销。
- 不要漏掉 won/lost reason。
Pipeline
$748
manual value
Won revenue
$500
recorded manually
Open leads
2
needs next action
Pipeline board
noticed
0replied
0conversation
1u/landing-lab
Landing clarity scan
$49
fit: medium
qualified
1u/ship-small
Reviewable AI PR Audit
$199
fit: high
demo
0won
1u/local-crew
Local Lead Recovery Sprint
$500
fit: high
lost
0Add lead manually
Add a handle and pain or interest point before saving.
Lead table
| Lead | Source | Quality | Fit | Pain | Offer | Next action | Pipeline | Revenue |
|---|---|---|---|---|---|---|---|---|
| u/ship-small | r/webdev | high | high | AI diffs are too broad to review | Reviewable AI PR Audit | Send the manual checklist after they confirm their stack. | $199 | $0 |
| u/landing-lab | r/SaaS | medium | medium | Feedback is noisy and hard to prioritize | Landing clarity scan | Ask permission to review one public page. | $49 | $0 |
| u/local-crew | r/smallbusiness | high | high | Warm leads disappear across tools | Local Lead Recovery Sprint | Run first lead inventory session. | $500 | $500 |
u/ship-small
If useful, I can share the checklist I use to keep AI PRs reviewable. No signup needed.
Manual follow-up checklist
- Confirm stack
- Send checklist only if requested
- Record whether the pain is team or solo-founder specific
Proof: proof-1
Report: report-1
Won/lost reason: not recorded yet
u/landing-lab
I can outline the prioritization framework if you want to compare it against your current review process.
Manual follow-up checklist
- Ask permission before reviewing page
- Avoid promising conversion lift
- Record objection language
Proof: not linked
Report: report-1
Won/lost reason: not recorded yet
u/local-crew
Before our session, list the warm leads you remember and the last promised follow-up date.
Manual follow-up checklist
- Collect lead inventory
- Confirm permission to cite result
- Prepare before/after workflow note
Proof: proof-2
Report: report-2
Won/lost reason: Won because the offer matched an urgent manual follow-up pain.