Lead pipeline

Every lead by stage, what's signed, and who you haven't followed up with.

Start here

How to use this canvas
This is a template. The cards are made-up examples. Swap in your own, or select a group and delete the examples.

Put new things in as you go; don't sort them first.
Tick the boxes on any card; the file changes with it.
Each card is a plain .md file in this canvas's folder in Finder, so Claude or ChatGPT can read it too.

One card per lead
Title: the company. Then:

Who: the person and their role
Value: $3,000
Last touch: what happened last

Move the card Contacted → Proposal → Signed.

Northpoint Studio
Who: Maya, operations lead
Value: $3,000
Last touch: intro call, wants a proposal
- [ ] Send proposal

Kiln & Co
Who: Sam, founder
Value: unknown
Last touch: replied to my post
- [ ] Ask for a 20-minute call

Oakline
Who: Priyanka, head of product
Value: $6,500
Last touch: met at a meetup
- [ ] Follow up

Meridian Health
Who: Jonas, research lead
Value: $8,000
Last touch: proposal sent
- [ ] Check in if no reply

Fieldnote
Who: Ines, CEO
Value: $2,400
Last touch: asked for a smaller scope
- [ ] Revise proposal to two weeks

Brightwater Studio
Who: Eli, COO
Value: $4,800
Last touch: signed, kickoff booked