B2C Sales Pipeline Template
Business-to-consumer sales move fast. You’re dealing with hundreds or thousands of individual buyers, shorter decision cycles, and the constant need to prioritize which leads deserve attention right now. A CRM designed for enterprise deals won’t cut it.
Common B2C sales challenges
Section titled “Common B2C sales challenges”- High volume — too many leads to manage manually, and the best ones get buried
- Short attention spans — if you don’t respond within hours, the buyer moves on
- Lead quality varies wildly — most inquiries won’t convert, so scoring is essential
- Repeat purchases — the real value is in lifetime customer relationships, not one-off sales
How HARi solves this
Section titled “How HARi solves this”HARi’s B2C template is built for speed and volume, with lead scoring that surfaces your hottest prospects automatically.
Pipeline stages
Section titled “Pipeline stages”| Stage | Purpose | Typical duration |
|---|---|---|
| New Lead | Inquiry received | Minutes to hours |
| Contacted | First response sent | Same day |
| Interested | Lead has shown buying intent | 1-3 days |
| Quote Sent | Pricing shared | 1-5 days |
| Won | Purchase completed | — |
| Lost | Did not purchase | — |
Lead scoring setup
Section titled “Lead scoring setup”HARi’s AI scoring assigns a score (0-100) based on engagement signals:
- Email opens — +5 points per open
- Website visit — +10 points per visit
- Form submission — +20 points
- Price page viewed — +15 points
- No activity in 7 days — -10 points
Leads scoring above 60 are flagged as “Hot” and pushed to the top of your list.
Entities and fields to set up
Section titled “Entities and fields to set up”- Contacts — source channel, lead score, preferred contact method, purchase history
- Opportunities — product interest, deal value, urgency level
- Activities — automated email sequences, SMS follow-ups, call logs
Workflows included
Section titled “Workflows included”- Speed-to-lead — when a new lead arrives, assign to the next available rep and send an instant welcome email
- Hot lead alert — when lead score exceeds 60, send a push notification to the assigned rep
- Abandoned follow-up — if a lead goes quiet for 3 days after receiving a quote, send a reminder email
- Win celebration — on purchase, trigger a thank-you email and create a satisfaction survey task
Key dashboard widgets
Section titled “Key dashboard widgets”- Leads by source (pie chart)
- Conversion rate by stage (funnel)
- Average time to close
- Lead score distribution
Get started
Section titled “Get started”Install the B2C Sales Pipeline template from Settings > Solutions in your HARi account. Your high-velocity pipeline, lead scoring rules, and automated sequences are ready within minutes.