How to Effortlessly Manage Your Pipeline, Leads, & Network A Step-by-Step Guide

Managing your sales pipeline and network shouldn’t require juggling multiple platforms or wrestling with clunky tools. In a recent subscriber webinar, we showcased how NOAN acts as your “business brain” - streamlining everything from lead capture to onboarding, all in one AI-native workspace. Here’s a practical, actionable walkthrough so you can replicate this flow and supercharge your own sales process.

1. Seamless Lead Capture: From Website to Network

The Flow:

• Visitors land on your website and click the “Book a Call” button.

• This triggers a Calendly session, letting them pick a time with you.

• Behind the scenes, a Zapier automation (“zap”) fires:Checks if the contact is already in your NOAN network.

• If not, auto-creates the contact, adds details, and tags them as a lead.

**Why it matters:**No more manual entry or lost leads - every prospect is captured and organized automatically.

2. Building an AI-Native Network

What Makes NOAN Different:

• Each contact is enriched with context: meeting notes, company, and relationship history.

• The assistant understands and updates this context, making your network smarter over time.

Custom Views:

• Filter and save views by tags (e.g., “Leads,” “Demo Booked,” “Investors”).

• Instantly see who’s booked a demo, who’s ready for onboarding, or who needs follow-up.

**Pro Tip:**Create as many views as you need - hot leads, investors, subscribers, etc.—and switch between them in seconds.

3. Connecting Network & Tasks: One Unified Pipeline

Task Management:

• NOAN’s task board is your master hub—no more scattered Trello boards.

• Assign tasks to team members, set deadlines, and track progress.

• Link tasks directly to contacts (e.g., “Onboard Dave Jones”), so you always know who’s at each stage.

Visibility:

• Make boards and tasks public or private as needed.

• Use widgets to see the latest leads and activity at a glance.

**Best Practice:**Structure your tags in tasks at a higher level (Sales, Marketing, Customer Success) for a clear, cross-functional view.

4. Tagging for Pipeline Stages & Organization

How to Use Tags:

• In your network, tags represent pipeline stages (e.g., “Lead,” “Demo Booked,” “Demo Done,” “Target Investor”).

• In tasks, tags reflect business functions (e.g., “Sales,” “Customer Success”).

Creating & Managing Tags:

• Easily create tags via the assistant or in settings.

• Assign colors for quick visual cues.

• Add clear descriptions—these help the assistant use tags intelligently and power future features.

Example Workflow:

• Tag a contact as “Demo Booked.”

• After the demo, update to “Demo Done.”

• Filter views to see who’s ready for the next step or hasn’t converted yet.

5. Automations & Integrations

Zapier Integrations:

• Connect NOAN to Calendly, Typeform, or other lead sources.

• Automate subscriber tagging and onboarding when a demo converts.

Meeting Notes:

• Use a note-taker like Granola to automatically add meeting notes to contacts, keeping context fresh and actionable.

6. Adding Contacts on the Go

Quick Add:

• Out and about? Just tell NOAN:“Add a new contact: [Name], [Email], met at [Event].”

• Instantly creates the contact, tags them as a lead, and you can add onboarding tasks right away.

7. Daily Pipeline Management with AI

• Ask the assistant: “Who are my hot leads today?” or “What was my last meeting with [Contact]?”

• Get instant, context-rich answers - no digging required.

• Email contacts directly from NOAN if you’ve connected Gmail.

Final Thoughts

With NOAN, you get a unified, AI-powered workspace that:

• Captures and organizes every lead automatically.

• Connects your network and tasks for seamless pipeline management.

• Lets you filter, tag, and view your business exactly how you want.

• Automates repetitive steps, so you focus on building relationships and closing deals.

**Ready to simplify your sales process?**Try setting up your own pipeline flow in NOAN and experience the difference of a true business brain.

Stay tuned for our next guide on using NOAN’s natural language workflows (“memories”) to automate even more of your sales process!

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