Matching Pairs Sales PipelineOnline version Matching the sales pipeline status to a group leader description by Travis Kesinger 1 Recruitment (RC) 2 Trip Options (TO) 3 Qualified (QL) 4 Actualized (AC) 5 Fall Out (FO) 6 Trip Selected (TS) 7 Evaluation (EV) 8 Inquiry (IN) 9 Traveled (TR) 10 Lead Assignment (LA) A group leader that has been briefly interacted with-- likely via email, text, or brief phone call. A regenerated group leader in phoenix, who has previously traveled or expressed interest in travel, but has not been spoken to this season. When we have uncovered relevant information about a group leader and established their fit to move forward in the sales process. A group leader that has expressed interest in traveling this season, but has not been spoken to yet. Once a group leader has started to explore options of where to take their students, but has not finalized a plan. The point at which a group leader has selected a tour, their date range, and been walked through the price of the tour and confirmed their desire to move forward. The status a sales op will move to as soon as a tour departs. The status a sales op moves to as soon as the first paying traveler is enrolled on a tour, and where it will stay until departure. When a group leader is removed from the pipeline and is no longer actively planning a tour. A group leader has their tour solidified, and the plan in place to promote that tour within their community (interest meeting date, time, and location).
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