Module 2 of 12 · Lead funnels and selling websites · Lesson 7 of 9

See every self-build lead by stage

Use the Self-build leads list on the funnel page to find the leads worth a nudge today.

4 minBeginnerFor: Agency owner or manager, Team memberLast checked 14 Nov 2026

Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

The inbox shows one lead at a time. The Self-build leads list shows all of them together, counted by stage, so you can decide who to contact first.

By the end you can

1
Open the list
On: Funnel page
Open a funnel that has self-build on and scroll to Self-build leads. It lists everyone who started a website in the last 60 days, newest first.
You should see: A row of stage counts and a list of leads.
2
Know the stages
On: Funnel page
Just started opened the builder and filled in little. Editing filled in some steps but is not live. Live on trial is published with the trial running. Trial over, unpaid means visitors see the pay bar. Paid is live for the year. With the team means your team took the site over.
You should see: You can match each lead to one stage.
3
Filter to one stage
On: Funnel page
Tap a stage to show only those leads. Start with Editing and Just started: these people showed interest and stopped.
You should see: Only leads at that stage are listed. For leads not yet live, each row shows the step they stopped at and what is missing.
4
Act from the row
On: Funnel page
Each row has four buttons. WhatsApp opens a ready message for their stage. Chat opens their thread in the Revenue inbox. Editor opens their private editor link. Site opens the live website once published.
You should see: The button opens the matching place in a new tab.
5
Refresh
On: Funnel page
Press Refresh to load the latest progress after a lead tells you they have made changes.
You should see: The counts and rows update.

A short daily routine works well: Trial over, unpaid first, then Live on trial with two days left, then Editing.

A lead you expect is not in the list.: Check that the stage filter is not hiding them. Someone who opened your link but never gave a name and number is not a lead yet.
A lead is under Trial over, unpaid, but says they paid.: Ask them to open their editor link and tap "Already paid? Check". If the site stays locked, look for the payment in your payment gateway's dashboard, then follow Help a lead who is stuck.