Explore

LimePack SOP

Sales Team SOP

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Notes⁠

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Sales Team SOP⁠

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Daily Morning Routine

Check Email

Review Activities (calls, tasks, follow-ups)

Inspect Pipeline (open deals and stage progress)

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Current Priorities

New Inquiries (AA, A, B, C tiers)

Active AA/A Deals

B/C Inquiries & Deals

Design Approvals & Payments 🔧

Ensure all designs are signed off and payments received so orders can move to production.

Type: Spanner

Type: Lock

Deadline-Driven Activities 🎏

Send reminders and complete any time-sensitive tasks in each deal.

Type: Flag

Manual Reviews 📋

Unpaid Invoices – check the Unpaid Invoices sheet.

Stuck Orders – check the Stuck Orders sheet. (These two are equally critical.)

automation is possible ***

“I Love You” Calls 🔔

Follow-ups at key post-delivery milestones to drive repeat business.

Type: New

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Email Management

When handling an inquiry or follow-up in your inbox, update the deal stage in the right-hand Pipedrive panel to reflect your progress.

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Lead Creation

A new Deal is automatically created for each website form submission.

Link a Person and an Organization to that deal.

One person ⇒ one open deal at a time:

If a second inquiry arrives before the first deal is closed, link it to the existing deal.

Once a deal is Won, Lost, or Deleted, a new deal may be opened for any further inquiries.

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Naming Conventions for Deal Titles

New Leads (value not yet confirmed):

([Org Value]) – [Person Name] – [Product]

e.g. (AA) – Elena – PapCups

Placed Orders (value confirmed):

[Org Value] – [Order Ref] – [Org Name]

e.g. AA – GHKJD32 – Lindt

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Pipeline vs. Activities

Pipeline Stages are the high-level steps a deal moves through from lead to closed sale.

Activities are the tasks you must complete to advance the deal to the next stage (calls, emails, samples, etc.).

Activity Types:

🔧 > Design approval and payments

🎏 > Deadline-driven activities

📋 > Unpaid invoices and stuck orders

📞 > Aircall

🔔 > ILY ❤️

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Pre-Sales Pipeline Stages

Lead

First Dialog

Agreeing on Products

Samples

Awaiting Design Approval

Awaiting Payment

STATUS: Won / Lost

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🔄 Automation: Deals move from Lead → First Dialog automatically after you log a call or send an email.

🔄 Automation: Deals move from First Dialog → Agreeing on Products automatically after you log a call or send an email.

🔄 Automation: Cold deals exit the main pipeline into a Cold Pipeline if they sit too long in any stage.

🔄 Automation: PrestaShop Order Status Updated > Update Stage:

Pending (Paid) > Awaiting Design Approval

Pending > Awaiting Design Approval

Awaiting Payment > Awaiting Payment*

Order started (Paid) > Mark status as Won

Order started (Unpaid) > Awaiting Payment

Payment Accepted > Awaiting Design Approval

In production (Unpaid) > Mark status as Won

In production (Paid) > Mark status as Won

Delivered (Paid) > Mark status as Won > Move to Post Sales

Delivered (Unpaid) > Mark status as Won > Move to Post Sales

Cancelled > Mark status as LOST

🔄 Automation: “Stock Order/Unpaid Invoices” 🟢 Live and Monitoring

New in Google Drive > Order Reference > Pipedrive (version 2)

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Pipeline Segmentation

AA/A Pipeline

Highest priority. Includes all uncategorized leads until value is set.

B/C Pipeline

Secondary priority.

Sidebar: We used to link org value to the person record; best practice now is to link it at the deal level.

Post Sales Pipeline

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Lost Reasons:

List of lost reasons

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Aircall Integration

Incoming/outgoing calls tagged in Aircall create or link deals in Pipedrive.

Always dial from a phone number already tied to a Pipedrive deal/person.

🔄 Automation: Link calls to the open deal by matching the phone number in the Person record.

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PrestaShop Webhook

🔄 Automation: Once an order is Delivered & Paid, a PrestaShop webhook updates the corresponding Pipedrive deal status.

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Post-Sales Pipeline for AA/A >> “I Love You” Sequence

+4 Days after delivery/payment: Check satisfaction.

+3 Months: Upsell/follow-up.

+5 Months: Renew interest.

High-Risk Stage:

No new order in 6–9 months and fewer than 2 total orders.

Nearly LOST Stage (formerly “LOST”):

Fewer than 2 orders and no orders in the last 9–18 months.

After 9 months in “Nearly LOST,” remove from all pipelines.

Activities:

ILY

ILY High Risk

ILY Inactive

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ILY 1

ILY 2

ILY 3

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Retrospective data moving into Pipedrive:

I Love You Calls Retro Spective

I Love You Calls Retro Spective

Filter Name

Filter ID

Dates as of today

Date Range

No. A + AA + Inactive

Only AA

AA + A over 70 000

Active

Pre

1063

03/07/2025 - 03/01/2025

today - 6 months

213

3 months after Lat order

1064

0 - 3 months

118

5 Months After Last Order

1065

3 - 5 months

High

1020

03/01/02025 - 03/07/2024

6 - 12 months

119

Inactive

1010

3/07/2024 - 03/01/2024

12 - 18 months

122

There are no rows in this table

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Pipedrive Fields and Their Meanings

Pipedrive Fields

Pipedrive Fields

Display Name

API Name

Notes 2

Type 2

Notes

Deal/Person/Org

Custom/System

Aircall Tags

2a6bc0551ae86843d4061e77afd513d9918a7345

Open

I Love You Follow-Up Date 2

b991b5613e2a603e471c1b13bb9e0d92e2c4e02a

Open

I Love You Follow-Up Date 1

ebe3768b98a63280267834f2c6b95cdac0337b0a

Open

Instant Login URL

d2d72c90810abdaababe36de46255c954bcc086e

Duplicate in Org - remove

Open

Products

e0ae18846db702320d4a46082c1a03108c9d779f

Open

PrestaShop Order Status

b47ae8514bf1f6c9384bd97de3df74ace98e9486

Open

Emily's Field

d9ba1b2d084e4a0bc3f0cc59a551b17c6972a918

Open

Order Number (PrestaShop)

18f6c417f0ebe3a934706b6ce8e0cc1afa2a04f5

Open

8c4c9a3c0e5543839c5fc4cfae126d014b52bdbe

What is their industry?

Replaced with Category

Open

07123b41f620bdcec3f156cc11e0e41e96f79375

Where is the lead from?

Replaced with Source Channel

Open

02706c76f19db06e3ffc8393b24b220b1975bb06

Aircall Tags

Open

751216961aa22086c982374671e8d6b3228f4cd5

Estimated Yearly Value (Auto)

Update from webhook Order Status Updated “Customer Annual Value Estimate”

Open

751216961aa22086c982374671e8d6b3228f4cd5_currency

Currency of Estimated Yearly Value (Auto)

Open

846c8c55875271b002eba7950c56110f67593497

Open Customer in PrestaShop

New website lead

Open

2c25f70c7eb0a07894ec68e62ea21e35079c4e8d

Emily's field

Open

1cad2cc2c5d5666b104cc5ffede72ee7e5363544

Org Value

Order status

Open

fb1618f73691fe5f9184cf976889f287da7102e2

Org Area

order status

Open

f79f7858b63ba9a482d5a355dde6a7bedc237b27

Monthly Maintenance:

Check Pipelines aren’t too full

Check Organisation and Person Duplicates

When adding a new team member:

Update code steps with the members email and country

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Version 2:

Quick Quote action version 1: you will add the "clipboard text" to a field in the New Website lead webhook

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