01. Every day
You review replies, overdue tasks and who you have to write to today.
Sales pipeline
Having many open opportunities is worthless if none of them has a next step.
Every account keeps its context, its stage, what already happened and the next action. That way the opportunity does not evaporate after the first contact.
Research and follow-up live in the same place.
A contact list is not a sales process.
The list shows who exists. The follow-up shows what happened, what is missing and who has to act next.
How many stages should you keep?
- Not reviewed
- With context
- Ready to write
- Contacted
- Replied
- With a next action
- Closed or discarded with a reason
Moving the card is not enough
Every stage change carries its context: the person, the message, the notes, the date and why that account was a priority. It is the same place where you found it, without copying anything into the prospecting CRM next door.
Board or table? When each view fits.
Both views read the same data. You switch working mode without duplicating a single record.
Try it with your own market
Write who you are looking for and see the first search with its contact channels and signals.
Try LeadCanvasExplore the workflow with your own market.
The weekly review that prevents forgotten accounts
- Companies with no next action noted
- Contacts with an overdue date
- Prepared leads with no message sent
- Replies with no answer
- Opportunities with no movement
What does each stage require to enter and to leave?
So the Kanban is not decorative, each stage sets conditions:
- It enters “Prepare” when it fits but still lacks context
- It moves to “Ready to contact” when there is a person or channel, a reason and a draft
- It enters “Waiting” only if it has a review date
- It is discarded with a reason from the list
- It is marked “Replied” only when there was a real conversation
The cadence that keeps the follow-up current.
02. Every week
You review companies with no next action, search quality and stuck stages.
03. Every month
You compare markets, messages, discard reasons and how many preparations ended in a conversation.
Piling up accounts without working them is also a problem
Storing thousands of accounts nobody can work gives a false sense of progress. Limits, views and priorities keep an active volume your team can actually move.
Write down why you discarded
The discard reason is the best raw material you have:
- Not your customer
- Missing information to work it
- Not the person who decides
- Not the right moment
- Already works with another provider
- Did not reply to the whole sequence
- Outside your sales area
- Duplicate
Those reasons sharpen your next searches. They are not there to invent closing probabilities.
“LeadCanvas gives a sales team the context to start with a useful conversation.”LeadCanvas customer · Trustpilot
“The workflow is clear, fast and easy to use when you are building a list from scratch.”LeadCanvas customer · Trustpilot
Frequently asked questions
Can I change the stages?
Which stages you get and how much you can configure them depends on your plan.
Does it have reminders?
Every lead keeps its next action with a date and a reason, so you know when to come back and why you left it waiting.
Can I use it with my team?
Yes, depending on the plan: the number of users and the collaboration options change.
Make sure no lead is lost after you found it.
Keep the research and leave a next action on every account.