Track Leads Inside FBS

Key Points:

0:00 – Welcome and Call Topic
The call opens with a focus on Opportunities inside FBS and how they help coaches track every person they are working with.

0:32 – Why Opportunities Matter
Coaches are asked whether they could quickly identify where every lead, prospect, and client is in their process without using a tracking system.

1:10 – Opening the Opportunities Tab
The walkthrough begins from the FBS dashboard and moves into the Opportunities section on the left-hand side.

1:25 – Kanban-Style Pipeline View
The Opportunities area is shown as a Kanban-style board where coaches can visually track where each person is in the process.

1:51 – Pre-Built Pipelines
The system includes several pre-built pipelines, including Lead to Sales, Assessment Booked, Webinar, Workshop, and JV pipelines.

2:39 – Understanding Pipelines
A pipeline gives coaches an overview of where each lead, prospect, client, or contact sits in a specific process.

3:03 – Pipeline Columns and Stages
Each column represents a stage in the process, such as lead, engaged lead, intro call booked, consultation call booked, or customer.

3:45 – Lead Stage
A lead is someone who may be interested in the coach’s service but may not yet know much about the coach or the offer.

4:05 – Engaged Lead Stage
An engaged lead is someone who has interacted with the coach’s content, replied to an email, booked a meeting, or shown interest in some way.

4:47 – Follow-Up Based on Interest
Once someone becomes an engaged lead, coaches can follow up by email, text, or phone because the person has shown a higher level of interest.

5:06 – Call Booked and Canceled Stages
The pipeline includes stages for intro calls, consultation calls, booked calls, canceled calls, and no-shows so coaches know who needs follow-up.

5:58 – Final Pipeline Outcomes
Contacts may eventually become customers, fail to buy, or be marked as a bad fit.

6:21 – Automated Pipeline Movement
Some stages are automated, meaning the system can move contacts when they reply, book a call, cancel, or take other trackable actions.

7:11 – Multiple Pipeline Options
The call reviews different pre-built pipelines based on the goal or process the coach is tracking.

7:54 – Assessment Booked Pipeline
The assessment pipeline tracks people from lead to engaged lead, booked call, intake form completed, call completed, and next step.

8:20 – JV Partner Event Pipeline
The JV pipeline helps coaches track partners or attendees through event-related stages such as information sent, registered, confirmed, attended, or no-showed.

8:38 – Workshop Pipeline Overview
The workshop pipeline tracks people who are interested, registered, attended, or no-showed for a workshop.

9:46 – Workshop Automation
The system can automatically add people to the interested or registered stage when they complete the related forms.

10:50 – Workshop Page and Exit Intent Form
The walkthrough shows how the workshop page can capture people who are interested in attending another event through an exit-intent pop-up.

11:48 – Registration Adds Contacts Automatically
When someone registers for an event, the system automatically adds them to the registered stage.

12:26 – Manual Updates for Attendance
The system does not automatically know who attended or no-showed, so coaches may need to move those contacts manually.

12:57 – Avoid Manual Dragging in System Pipelines
Coaches are advised not to manually drag contacts through system-built pipelines when automation is already handling those steps.

13:20 – Creating a Custom Pipeline
The walkthrough shifts to creating a custom pipeline inside the Opportunities area.

13:46 – Naming the Custom Pipeline
A sample “Outreach Pipeline” is created as a simple custom tracking process.

14:23 – Adding Custom Stages
Custom stages are added, including prospect identified, outreach sent, replied, and call booked.

14:58 – Reordering Pipeline Stages
Stages can be dragged and reordered so the pipeline matches the coach’s preferred process.

15:21 – Creating the Pipeline
Once stages are set, the new custom pipeline is created and added to the available pipeline list.

15:59 – Viewing the New Pipeline
The newly created Outreach Pipeline appears in the Opportunities dropdown menu.

16:15 – Adding a Contact to a Pipeline
Coaches can add an opportunity by selecting a person from their existing contact list.

16:39 – Contact Details and Opportunity Name
The opportunity card can include the contact name, email, phone number, opportunity name, business name, source, and tags.

17:15 – Choosing Pipeline and Stage
When adding a person, coaches select the pipeline and stage where the opportunity should appear.

17:37 – Open, Won, and Lost Status
The status can be kept open or marked as won or lost depending on where the opportunity stands.

18:07 – Using Opportunity Value
If a closed opportunity has a value, the dashboard can reflect the revenue associated with that opportunity.

18:48 – Dragging Contacts Between Stages
Once added, contacts can be dragged across stages as they move through the process.

19:25 – Board View and List View
Coaches can view opportunities as a board or switch to a list view depending on preference.

19:48 – Additional Opportunity Settings
The three-dot menu includes options such as export, restore, manage smart lists, and dashboard insights.

20:55 – Filters and Temporary Views
Coaches can apply filters to view specific owners, statuses, or criteria inside the pipeline.

21:38 – Managing Card Fields
Coaches can manage which fields appear on opportunity cards, such as business name, source, and other contact information.

22:06 – Wrap-Up and Support
The call closes with a reminder that support is available for questions about the Opportunities section.

Five Key Takeaways

• Opportunities inside FBS help coaches visually track where leads, prospects, clients, event attendees, and JV contacts are in the process.
• Pre-built pipelines already exist for lead-to-sales, assessments, webinars, workshops, and JV events.
• Some pipeline movement is automated, especially when contacts reply, book calls, cancel calls, or register for events.
• Coaches can create custom pipelines for their own outreach, follow-up, or sales process.
• Tracking opportunities helps coaches avoid missed follow-ups and gives them a clearer picture of what action needs to happen next.

Notable Quotes

“Could you tell me where every lead, every prospect, every client is in your process without thinking?”

“This is the reason why we have the Opportunities tab.”

“You can actually visualize who is where we are in the process.”

“The more they’re moving across into this pipeline, the more likelihood that they would actually be able to become a customer.”

“The system will pretty much move these persons throughout this pipeline for you.”

“You can actually create your own pipeline in the system.”

“Just like that, you actually went ahead and created your first pipeline.”

“You can actually drag them as they move towards each different stage.”

Action Steps from the Call

1. Open FBS and go to the Opportunities tab.
2. Review the existing Lead to Sales pipeline.
3. Look at each stage and make sure you understand what it represents.
4. Check your engaged leads to see who has responded or interacted with your content.
5. Review the Assessment Booked, Webinar, Workshop, and JV pipelines.
6. Use the Workshop pipeline to track interested, registered, attended, and no-show contacts.
7. Manually update attended and no-show stages when the system cannot track them automatically.
8. Create a custom pipeline if your process does not fit one of the pre-built options.
9. Name your custom pipeline clearly, such as Outreach Pipeline.
10. Add stages that match your process, such as prospect identified, outreach sent, replied, and call booked.
11. Add contacts to the correct pipeline and stage.
12. Add opportunity values where appropriate so revenue can be reflected in reporting.
13. Drag contacts to the next stage as they move through your process.
14. Use filters, views, and card fields to customize what you see.
15. Contact support if you need help with the Opportunities section.

Resources & Tools Mentioned

• Mastering Your Tech
• FBS
• Opportunities Tab
• Pipelines
• Lead to Sales Pipeline
• Assessment Booked Pipeline
• Webinar Pipeline
• Workshop Pipeline
• JV Partner Event Pipeline
• Kanban Board View
• List View
• Engaged Lead Stage
• Intro Call Booked
• Consultation Call Booked
• Intake Form
• Workshop Page
• Exit Intent Pop-Up
• Custom Outreach Pipeline
• Opportunity Value
• Opportunity Status
• Smart Lists
• Dashboard Insights
• Filters
• Tags
• support@focused.com