Keep an eye on every deal as it advances down the lane. Drag cards to update status and capture the context that keeps clients confident.
Pipeline
Fresh inbound interest
Product design
Needs end-to-end product partner. Follow-up after roadmap doc.
Pitch deck
Warm intro from Maria. Schedule intro call.
Awaiting reply
Brand refresh
Sent mood board. Follow-up Thursday with timeline options.
Website overhaul
Waiting on their CMS access. Mention retainer offering.
Deliverables shared
App redesign
Proposal shared. They review with partners Monday.
Ready to onboard
Content strategy
Kickoff call locked for next Wednesday.