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.
• Result: Every new booking is instantly visible in your pipeline, tagged and ready for follow-up.

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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