Leads · Opportunity desk
Qualify carefully. Follow up deliberately.
Capture source, fit, consent, next action, and decision history. No invented pipeline value or activity.
Lead pipeline
Inbox
CaptureNew, approved records begin here.
Qualified
—No records
Conversation
—No records
Proposal
—No records
Won / archived
—No records
Qualification rubric
Problem clarity
Is there a specific, costly problem?
Fit & timing
Can we help, and is now appropriate?
Access & authority
Who decides and who feels the problem?
Ethical source
Record provenance, consent, and opt-out.
Next-action queue
No follow-ups due
A queue will populate from dated next actions—not guessed reminders.
Every lead has a next step
AI drafts require approval
Consent is visible