Keeping Your Pipeline Warm

Referrals feel great until they stop. And when they do, most agency owners realize they never actually built a pipeline, they built a network and hoped it would behave like one.

Jasma Moody spends her days inside the pipeline of Copper, listening to sales calls, digging through customer data, and figuring out exactly why some leads convert and others quietly disappear. 

In this episode, she breaks down the real difference between a network and a pipeline, and why so many agency owners confuse the two until a client churns and they're left scrambling.

Jasma walks through the simplest possible way to start tracking pipeline (hint: it's not a fancy CRM), the three signs it's time to outgrow a spreadsheet, and a weekly, monthly, and quarterly rhythm that keeps business development moving even when client work is eating every hour of the day.

She also reframes something almost every agency owner gets wrong: what to do the moment someone says "not right now."

This one's for anyone who's ever looked up from a busy season and realized their pipeline went cold without them noticing.

Jasma is leading a conversation on pipeline growth at the Agency Together Mastermind Mingler in Vancouver on September 17th, one of five conversation streams you can choose your way through. Learn more here.

Show Notes:

-Jasma's LinkedIn: linkedin.com/in/jasmamody

Get the full show notes and more information here: https://audreyjoykwan.com/podcast/ep160

Podcast Edits by Lindsay Curtis