Pipeline Intelligence
Drag deals between stages • AI-scored and prioritized
Qualified
2$8K total
Rocky Mountain Physio
75$5K3d
Send Professional package proposal — highlight broken booking form fix (Jun 22)
You
Foothills Landscaping
68$3K1d
Draft personalized outreach for Dan — mention peak summer season timing (Jun 23)
You
Contacted
1$4K total
Prairie Fire Pizza
72$4K2d
Awaiting reply from Marco — follow up if no response by Jun 23 (Jun 23)
You
Meeting
2$18K total
Airdrie Alarm & Surveillance
90$12K1d
Owner Devin (devin@airdriealarm.ca) in — book the sit-down (2 dates before ~Jul 30), send the reply + separate pricing email, prep the proposal answering his 7 items. Team trialing the live POC.
You
Airdrie Dental Centre
78$6K0d
Discovery call booked — prepare Professional package + online booking integration demo (Jun 22)
You
Proposal
1$5K total
Woody Counselling
85$5K2d
Follow up on proposal sent June 18 — awaiting single-page vs. full-site decision (Jun 21)
You
Negotiation
0$0K total