If your operations extend between WhatsApp conversations, spreadsheets, and the seller's memory, you don't have a funnel, you have a hope. Kanban solves this by giving a visual spot for every opportunity.
Start with a few steps
The classic error is to create ten columns on the first day. Start with the essentials:
- New Lead He's arrived and hasn't been qualified yet.
- In focus Active conversation, raising the need;
- Proposal sent the ball is with the customer;
- Closed (gain/loss) Recorded result for reasons.
After a month of actual use, add steps only where data shows bottleneck.
Give value to opportunities
Unvalued card is decoration. Record how much each operation is worth and the Kanban becomes a billing forecast: the sum of the column is sent to you, multiplied by the historical conversion rate, tells you how much you should enter the month.
Automate Movements
The funnel only works if it's updated and the seller hates updating the CRM. The solution is to automate:
- New lead in WhatsApp card automatically created;
- AI rated the lead card moved to . . . . . . . . . . . . . . . . . . .
- Proposal sent by the card platform advances only;
- Card stopped 3 days ago automatic tracking fired.
Weekly pipeline ritual
Book 30 minutes a week with the team to review the picture: what's stopped, what needs help, what should close. Kanban changes the pattern of the meeting and the meeting is short.
Good funnel is not the most beautiful: it is the one that is always updated. Automatically to the maximum and let the equipment sell.
Published by the team FunnelOps · 24 Jun 2026