#pipeline

Marketing dashboards call a submission a conversion. The honest ladder is submission, qualified request, agreement, payment, completed outcome. Measure the ladder.

An intake workflow is the full path a customer request travels: request, review, quote, contract, payment, scheduled. Here is how it differs from forms and CRMs.

Form builders stop at the thank you page. The real work starts after submit, and that is exactly where responses get lost. Here is how to fix the leak.