N. i · Pipeline
Active leads & deals
Ten entries across all stages. Two proposals outstanding, four engagements in-flight.
Total pipeline
$56,900
across all stages
Live (active)
$14,600
in-flight revenue
Proposals out
2
$11,800 potential
Needs action
1
stale — follow up
| Client | Stage | Value | Source | Next action |
|---|---|---|---|---|
Regional law firm (D.C.) | Closed Won | $6,800 | Referral | Project underway — week 2 of 6 |
Pediatric dental group (3 sites) | Active | $9,200 | Founder audit | Deliver stack consolidation plan Friday |
CPA practice (8 staff) | Active | $5,400 | Week 4 check-in — on schedule | |
Specialty roofing co. ⚑ Follow up overdue | Proposal | $4,200 | Website | Proposal sent — follow up by Thursday |
Boutique property mgmt. | Proposal | $7,600 | Referral | Second call booked for Wednesday |
Insurance agency (MD) | Audit | $1,200 | Founder audit | Audit in progress — report due Mon |
Family medicine practice | Inquiry | $5,800 | Referral | Discovery call scheduled Thu 2pm |
E-commerce brand (DTC) | Inquiry | $3,400 | Send intake form today | |
Accounting firm (VA) | Closed Won | $8,800 | Referral | Completed — case study drafted |
HR consulting firm | Closed Lost | $4,500 | Cold outreach | Budget timing — check back Q4 |