Pipeline
Quick-convert prospects — velocity over volume
| Prospect | Source | Trigger | Speed | Stage | Owner | Next Action | Due | Deal Size |
|---|
Weekly Activity
Track execution against the blueprint rhythm
30 / 60 / 90 Day Targets
Phase 1 milestones — updated from pipeline data
Qualification Quick-Check
Run every prospect through this before booking a discovery call
Must-Have Gate (All 4 Required)
✗ Does not pass — do not book discovery call
Speed Score Calculator
Trust Level
Cold (1) → Warm intro (2) → They know you (3)
Pain Severity
Annoying (1) → Costly (2) → Urgent / losing money (3)
Scope Clarity
Vague (1) → Some areas (2) → Specific need (3)
Competitor Pressure
No others (1) → Talked to 1-2 (2) → Got burned, seeking now (3)
Analytics
Pipeline distribution and conversion funnel