Pipeline metrics to track

Lead management systems keep your pipeline organized and conversion rates high. Measure conversion and response rates.

• Confirm each lead has a status and next step.
• Check follow-up cadence compliance.
• Identify leads stuck in the same stage.

• Implement a simple 4–5 stage pipeline.
• Use tags for location type and priority.
• Automate reminders for follow-ups.

• Review pipeline weekly.
• Archive stale leads after a defined period.
• Track conversion metrics by lead source.

• Assign leads to a dedicated closer.
• Re-qualify old leads with new scripts.
• Remove leads with repeated non-response.

See packages and pricing at /pricing. Start with leads at /vending-leads or /hot-leads.

• Confirm all steps are documented so the next technician can reproduce the results.
• Capture before/after metrics (errors cleared, sales restored, or uptime improved).
• Review machine, reader, or route settings to ensure they match location standards.

• Skipping a controlled test leads to false positives.
• Updating hardware without documenting configuration changes.
• Forgetting to verify payout, refund, or reconciliation data after changes.

• Run a final test with known-good inputs.
• Log the outcome with date, time, and device identifiers.
• Schedule a follow-up check if the location has high traffic or seasonal demand.

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• Document changes with time, machine ID, and location name.
• Verify settings, pricing, and service modes after each fix.
• Capture before/after results to confirm resolution.

• Test with known-good inputs and controlled conditions.
• Validate telemetry, alerts, and payment logs where applicable.
• Confirm location expectations and update the site contact.

• Configuration drift after firmware or component swaps.
• Inconsistent power or network conditions at the location.
• Gaps in preventive maintenance routines.

• Monitor for 7 days and note any repeat errors.
• Schedule follow-up if the site is high-traffic.
• Escalate with full logs and photos if issues repeat.