Organize Your Pipeline with the Prospecting Pyramid
When Phil took over a sales territory plagued by anemic pipelines, he tried everything—random cold calls, trade show follow-ups, referral requests. Results were hit-or-miss. Then he learned to view his database as a Prospecting Pyramid.
Phil ranked each prospect by deal size and how soon they’d need new lawn equipment. He spent his morning Power Hour on the top tier—accounts in the peak planning window—and made 40 calls in 60 minutes. By noon, he’d set five demo appointments. Then he carved out quick afternoon blocks to nurture the middle and bottom tiers so the top would refill naturally.
Within a month his pipeline ballooned and his closing rate jumped 25%. Instead of blindingly dialing, he spent his time where it counted—on the best opportunities first, then worked downward with tactical nurturing.
This structured approach mirrors statistical principles: if you dedicate most of your prime energy to the smallest, most qualified group, you’ll harvest the quickest wins and keep momentum alive. Your sales pipeline truly becomes a self-feeding machine.
Tomorrow, open your CRM and assign a high-medium-low score to every contact based on purchase window and deal potential. Then pull your top-tier names for your first prospecting block. Send each block’s call results to yesterday’s bottom tier to keep the pipeline moving. You’ll find your daily call lists feel lighter, more rewarding, and directly tied to real wins.
What You'll Achieve
Shift from random dialing to targeted outreach, increasing your appointment rate by focusing on high-probability prospects first and systematically refilling your pipeline.
Build targeted, high-yield call lists
Rank prospects by likelihood
Tag each contact with a probability score (high, medium, low) based on buying window, familiarity, and deal size in your CRM.
Build top-pyramid lists
Every morning, pull 5–10 high-probability contacts for a dedicated call block. Prioritize those closest to or in the buying window.
Schedule nurture streams
Above the bottom of the pyramid, set recurring touch blocks—social shares, follow-up emails—to move prospects closer to purchase readiness.
Replenish daily
After each call block, replace moved or disqualified contacts with new names from the lower tiers so your top-pyramid list stays full.
Reflection Questions
- What criteria will you use to score your prospects today?
- How will refilling your top-tier list each day change your workflow?
- What small win can you celebrate after your first pyramid-focused call block?
Personalization Tips
- A SaaS rep labels accounts by contract expiration date and calls top-tier prospects first.
- A mortgage broker tags referrals as high-probability and sends them direct meeting invites.
- A landscaper tracks leads by watering-season urgency and blocks off calls to those in peak planning periods.
Fanatical Prospecting: The Ultimate Guide to Opening Sales Conversations and Filling the Pipeline by Leveraging Social Selling, Telephone, Email, Text, and Cold Calling
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