Sales Pipeline — EyeFly Digital. Live Call through Cash Collected.

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Sales Pipeline

Primary KPI: Cash Collected
Call Completed from Setter Pipeline
  • Log outcome and brief Sales Manager (Jason) — handoff complete
Live Call Closer Log outcome within 1 hour
Not a Fit
  • Doesn't meet niche or revenue threshold — no further outreach
  • Send invoice if ready → Cash Collected
  • Confirm attendance 24h before — reschedule early if they flag an issue
Active Deals (Follow-Up Call Booked) Closer Confirm 24h before each call
Need to Reschedule
  • Follow up until rebooked — manual outreach only
  • No response 7+ days → Ghosted
Terminal exits if unresolved
Unqualified Not Ready Ghosted
Unqualified: no automations. Not Ready: value emails continue. Ghosted: different value email cadence.

Exits to Active Deals if rebooked, or to a terminal stage if unable to re-engage.

  • Log deal and announce in Slack — brief Client Ops team
  • Send welcome message — onboarding triggers automatically
Cash Collected Closer → CSM Cash Collected ✓
Client Ops Pipeline ↓
Active stage
Success / terminal
Terminal branch
Trigger / input
Sales Pipeline · EyeFly Digital