Intro to Pipelines

Start Rocking Your Pipelines

Rock Your Pipelines

the structure that moves you from scarcity to overflow

ROCK YOUR PIPELINES CALL ↗️

INTRO TO PIPELINES

⭐ Intro to Pipelines

You have spent a lifetime making connections with people who could become clients, referral partners, or JV partners.
Now, it's time to reconnect with them in a way that supports them and grows your business.

A pipeline is where those contacts live, organized so noone slips through the cracks.
Without a pipeline, you're guessing who to reach out to and leaving thousands of dollars on the table every month.

You get 5 pre-built pipelines inside your Thrive Machine account.

⭐ What if you're not in Thrive Machine Yet?

Thrive Machine is included with your membership. Sign up here ↗️
When you get onboarded, we'll import all your contacts and organize them in your pipeline for you.

Prefer not to use Thrive Machine?
You can use your own CRM, or our backup Google Sheet option here (not ideal, but it works).

⭐ Your Pre-Built Pipelines

Your 5 done-for-you Pipelines:

1. *Cool Leads

2. *Warm Potential Clients
3. “Warm Potential Event Hosts

4. *Warm Potential JV Partners

5. *Warm Potential Referral Partners

As people respond to your messages and conversations, move them through the stages until they say yes or no.

What's the difference between Cool Leads and the Warm Pipelines?
Cool Leads is your full contact list, everyone you've ever connected with.
Warm Pipelines are your 10 to 20 best people in each category

The Goal
To always have 10-20 people in each Warm Pipeline.
That's the shift from "where do I find clients?" to "I can barely keep up.

⭐ Where to Start

Not in Thrive Machine yet?
Create 4 lists of Warm Connections. Potential Clients, Referral Partners, JV Partners and Event Hosts.
And ideally get onboarded into Thrive Machine this month.

Go to the Warm Pipelines Only (left column below) if:
・You have a Thrive Machine account but haven't imported your contacts yet.
・You want a simpler (but more tedious) way to organize your conversations.

Go to the Cool & Warm Pipelines (right column below) if:
・You want a thorough way to harvest all your contacts and make sure noone slips through the cracks

WARM PIPELINES ONLY

COOL & WARM PIPELINES

⭐ Step 1 | Find Your Warm People

Go through your phone contacts, mac or google contacts, & Facebook, Instagram, LinkedIn contacts.

For each person, ask:

Would I want this person as a client?
→ Add them to Warm Potential Client Pipeline

Are they a referral partner (not a client)?
→ Add them to Warm Referral Partner Pipeline

Hosts events you could speak at?
→ Add them to Warm Event Hosts Pipeline

Has a big community?
→ Add them to Warm Potential JV Partners PIpeline

Aim for 10 to 20 names per pipeline.

⭐ Step 2 | Add Them to Warm Pipelines

Open Your Thrive Machine Account
Go to Opportunities Tab

Select the pipeline

Add New Opportunity

Enter name and contact info

Save

Yes, it's tedious.
But it's the most important thing you can do to set yourself up for successful conversations this month.

We can import your contacts for you, you'll move faster.

⭐ Step 1 | Fill Your "Cool Leads" Pipeline

Complete the Thrive Onboarding Form ↗️

Then, we'll import up to 7 contact lists & add everyone to your Cool Leads Pipeline.

Phone contacts, mac or google contacts, Facebook, Instagram, LinkedIn contacts, etc.)

Note: Facebook can take 24-48 hours to export

⭐ Step 2 | Tag Your Cool Leads

What are tags?
Tags let you filter your pipeline so you can see all of your warm potential clients, referrals, jv partners, etc. all in one place.

This means you'll know exactly who to reach out to and which template to use.

Inside your pipeline, Give each person one tag:

Potential Client (Warm): I want this person to become a client

Potential Client (New): I don't know them well yet

Potential Referral Partner: Not a client... a referral partner.

Potential JV Partner: They have a big community

Event Host: They host events or gatherings

Remove anyone you wouldn't want to hop on a Zoom with.

How to tag
Opportunities tab > Cool Leads > click their card > scroll to Tag section > add tag > Update.

Aim for 2-5 people per minute.

30 minutes of tagging can set up an entire month of conversations.

Yes, it's tedious.
But it's the most important thing you can do to set yourself up for successful conversations this month.

⭐ Step 3 | Begin Chats

Step 1 | Check Your Game Plan
for the # of chats per day to reach your goals.

Step 2 | Choose the type of person to begin chats with.
・Warm Potential Client
・New Potential Client
・Potential Referral Partner
・Potential JV Partner
・Event Host

Step 3 | Ask Nova:

"Can you help me message a ____(warm potential client)?"
"Can you help me practice a ______(referral conversation?"

Step 4 | Move them or Remove Them

No response after 3 attempts? Remove them. It's part of the game.

When they respond positively: Move them from left to right until they say yes or no.

Step 5 | Once Your Run Out of People
"Nova, help me find my people."

⭐ Step 3 | Begin Chats

Step 1 | Check Your Game Plan
for the # of chats per day to reach your goals.

Step 2 | Choose the type of person to begin chats with.
・Warm Potential Client
・New Potential Client
・Potential Referral Partner
・Potential JV Partner
・Event Host

Step 3 | Filter Your Cool Leads to get a List of Those People

1 | Go to the Opportunities Tab >> Cool Leads Pipeline.

2 | Write the type of person, in the search bar
for example, "Warm Potential Client"

Step 4 | Ask Nova:

"Can you help me message a ____(warm potential client)?"
"Can you help me practice a ______(referral conversation?"

Step 5 | Move them or Remove Them

No response after 3 attempts?
Remove them. It's part of the game.

When they respond positively:
Move them from Cool Leads Pipeline to a Warm Pipeline

1 | Go to the Opportunities Tab (Cool Leads Pipeline).

2 | Click their card (not their name).

3 | Scroll to Pipeline halfway down the card.

4 | Click the Pipeline field, check the new pipeline, click Update.

Step 6 | Once Your Run Out of People
"Nova, help me find my people."

PIPELINE SUCCESS SECRETS

⭐ Pipeline Success Secrets

1 | Focus on one type of person for a week or month.
You'll move faster and master the template more quickly.

2 | Text when you can.

If possible, text. Next best is private message on Facebook, Instagram, or LinkedIn. Email is a last resort.
Audio messages often get the best response.

3 | Don't want to reach out to your existing contacts?

Ask Nova to help you find the path that will work best for you.

4 | Reconnection is everything.

Some people need to hear from you 7-12 times before they become a client. The Mastery 3-Day Event (every 4 months) is your built-in reminder to reconnect with everyone again.

5 | When do you stop?

Three unanswered messages or they ask you to stop. Otherwise, keep going.

⭐ SPAM alert! Build Your Email & Text List (legally)

Having someone's contact info isn't permission to email or text them in bulk. Unless they've opted in, adding them to a broadcast list is spam, it damages deliverability, your reputation, and it's illegal.

You can always reach out individually to invite someone to opt in.
Sample:

Hi [First Name]! I've got a [free gift] that's helped [me/my clients] get [result]. Want me to send it over, plus some other useful content over the coming weeks? Just reply "Yes, please!"