pipelinelisted

# Sales Pipeline (Cash Machine) ## When to Apply - Managing deal flow through the sales pipeline - Detecting and resolving pipeline bottlenecks - Revenue forecasting - When deals stall or pipeline health degrades - Onboarding pipeline configuration ## Core Framework ### 10-Step B2B Pipeline (Default) | Step | Name | Completion Criteria | |---|---|---| | 1 | Prospect Identified | Prospect entered into system | | 2 | Qualified | Confirmed: problem, budget, authority, timeline, fit, margin | | 3 | Needs Assessed | Gathered information to understand specific needs | | 4 | Needs Confirmed | Prospect agrees with our understanding | | 5 | Overview Presented | Product overview delivered (no detailed pricing) | | 6 | Proposal Submitted | Solution proposal + technical feasibility demonstrated | | 7 | Demo/Trial | Customized demo or trial for specific conditions | | 8 | Quote Submitted | Formal pricing presented upon request | | 9 | Negotiation | Active negotiation on price/terms/timeline | | 10 | Closed Won | Purchase order or contract signed | ### 3 Pipeline Presets - **B2B SaaS (default):** Full 10-step pipeline above - **B2C / PLG:** Simplified funnel: Visitor -> Signup -> Activation -> Conversion -> Retention - **Enterprise / Complex Sales:** Extended with relationship mapping, multi-stakeholder tracking ### Verifiable Checkpoints Each step has an objective verification criterion — no advancement on belief alone: | Step | Verification | Method | |---|---|---| | 1 | Prospec