Nate TilleyCo-Founder, ROAS · Direct Response Expert

Your CRM Should Be Showing You All These Things 👀

Name: Your CRM Should Be Showing You All These Things 👀
Uploaded: 2026-03-02T20:00:00+00:00
Duration: 1 min 14 s
Channel: Nate Tilley
Description: In this monologue, the speaker argues that a CRM that fails to sort leads by clear intent stages (new, engaged, showed, qualified, pitched, proposal…

2 Mar 2026 · 1 min

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1:14

In this monologue, the speaker argues that a CRM that fails to sort leads by clear intent stages (new, engaged, showed, qualified, pitched, proposal sent, closed, ascension/upsell) wastes money and creates confusion. He stresses that without granular upsell stages—such as SEO, website build, AI center, webinars—team members cannot know who to contact next, leading to missed opportunities and misaligned onboarding. The speaker uses a bridge analogy to illustrate how leads move from point A to B, and warns that missing or leaky stages break the bridge, causing incongruencies especially in project management contexts. The overall message is that proper stage definition and tracking are essential for team alignment and revenue growth.

Chapters

Your CRM is costing you money when you're not sorting your leads by stage intent. Because if you don't know who to call next, you ain't calling shit. If you don't have new leads, engaged leads, showed, qualified, pitched, proposal sent, closed, and then ascension and upsells and all these stages prioritized. Your team has no fucking clue who to call next. Because what if you're on the phone on an onboarding call with a customer and your onboarder says, this person would be good for blah, blah, blah, upsell, and then they're dragging something in the CRM, they're like, who the do I send this to? They can't send it to nobody. But if we have someone who onboarded and we move them to a stage that says upsell SEO, upsell a website build, upsell an AI center, upsell another package, or upsell a webinar, if we don't know where that person's going, how is your team going to actually be on the same page? Right? Because when we're able to take somebody from one stage intent to another, we know where they came from and we now know where they want to go. It's like a bridge. And most of the time your CRM is leaking steps in that bridge which make it unwalkable. Okay? You have to look at how someone moves from point A to point B. If there's not the right stages, now you have incongruencies which can cause team members to not be on the same page, especially in the project management world.