📘 Set the "Client Stage" (Client Status)

📖 What is Client Stage?

Client Stage is a business process monitoring system that tracks the status of the relationship with each client. The Stage monitors the client themselves through the different phases of the sales and collaboration cycle.

🎯 Objective

Manage and update client statuses in order to promptly monitor business opportunities. This functionality is useful because:

✅ Commercial visibility - Complete monitoring of the sales process

✅ Team coordination - Colleagues know which clients are being worked on

✅ Identified opportunities - Dormant clients or pending proposals easily visible

✅ Relationship history - Traceability of each client's status

📊 "Client Stage" in Detail:

🎯 1. Prospect

Meaning: Client identified but not yet contacted with a commercial proposal

When to use:

• Potential client identified
• First phase of the commercial process
• No proposal has been sent yet

📧 2. Proposal Sent

Meaning: Client to whom a commercial proposal has been sent

When to use:

• Commercial proposal sent and awaiting response
• Client is evaluating the offer
• Active negotiation phase

✅ 3. Active

Meaning: Active client with signed contract

When to use:

• Client has signed the contract
• One or more searches have started
• Long-term contract active
• Ongoing collaboration

💤 4. Dormant / Job Closed

Meaning: Client we have worked with but currently there are no active Jobs

When to use:

• Previous jobs have been closed/completed
• No active search at the moment
• Inactive client but with positive history
• Future re-contact opportunity

❌ 5. Lost - Proposal Not Accepted

Meaning: Client to whom we sent a proposal that was not accepted

When to use:

• Commercial proposal rejected
• Client chose another supplier
• Negotiation did not end successfully
• Lost opportunity (at least temporarily)

✅ Management Best Practices

When to update statuses

Prospect → Proposal Sent:

• As soon as you send the commercial proposal to the client

Proposal Sent → Active:

• When the client signs the contract
• When a search officially starts

Active → Dormant:

• When all active Jobs have been completed/closed
• No new immediate search scheduled

Proposal Sent → Lost Proposal:

• When you receive an official rejection
• When the client communicates they have chosen another supplier
• When the negotiation definitively stops

📋 Accessing the Client Board

1. Open the Clients section

• From the home page, select "Clients" in the left sidebar

2. Set the Board view

• Move the cursor to the top right of the page
• Locate the "Board" button
• Click on "Board" to activate the column view

3. View the pipeline

The screen shows vertical columns representing each status:

• Prospect - Potential clients
• Proposal Sent - Proposals sent
• Active - Active clients
• Dormant / Job Closed - Dormant clients
• Lost Proposal / Not Accepted - Lost proposals

4. Move clients between statuses

To update a client's status:

• Locate the client card in the current column
  • Click and drag (drag and drop) the card
  • Drop the card in the desired status column
• Access the client page
  • Select the menu on the right (three dots icon)
  • Select "Move Stage"
  • Select the desired Stage
• The system automatically updates the client's status

🎯 Follow-up Strategies

Clients in "Proposal Sent":

• 📅 Follow-up after 3-5 days
• 📞 Courtesy call
• 📧 Reminder email

"Dormant" Clients:

• 🔄 Quarterly re-contact
• 💼 New opportunities
• 📰 Industry updates sharing

"Lost Proposal" Clients:

• ⏰ Re-contact after 6 months
• 🎯 New personalized proposal
• 🤝 Relationship maintenance