Sales Generation Platform

Sales Funnel Last 30 days

Prospects

124 leads

124

Qualified

89 scored & ranked

Proposal

59 proposals sent

Negotiation

34 in negotiation

Closed-Won

19 closed this month

Recent Activity Auto-logged

Today, 9:14 AM

Acme Manufacturing moved to Proposal stage — proposal auto-generated and sent

Today, 8:42 AM

Pinnacle Health Group scored 87/100 — flagged as hot prospect, added to today's call queue

Yesterday, 4:31 PM

Summit Distribution opened proposal email — 2nd open, follow-up reminder queued for tomorrow

Yesterday, 2:15 PM

Meridian Consulting moved to Negotiation — contract terms auto-drafted, sent for review

Yesterday, 11:08 AM

Atlas Logistics closed-won — $38,500 deal, onboarding sequence triggered

Active Opportunities Auto-ranked by score and stage

Company	Stage	Score	Deal Value	Temp	Next Action
Acme Manufacturing Springfield, IL · 38 employees · Industrial	Proposal	91	$52,000	Hot	Follow up on proposal — 2 days since sent
Pinnacle Health Group Peoria, IL · 52 employees · Healthcare	Qualified	87	$68,000	Hot	Discovery call scheduled — today 2:00 PM
Summit Distribution Rockford, IL · 45 employees · Logistics	Proposal	84	$45,000	Warm	Proposal opened 2x — send follow-up email
Meridian Consulting Decatur, IL · 24 employees · Professional Services	Negotiation	79	$35,000	Warm	Contract review — awaiting client sign-off
Atlas Logistics Bloomington, IL · 33 employees · Transportation	Closed-Won	76	$38,500	Hot	Onboarding sequence triggered — kickoff Monday
Vertex Solutions Champaign, IL · 61 employees · Technology	New Lead	72	$85,000	Warm	Auto-qualification complete — assign to rep
Capstone Advisors Normal, IL · 17 employees · Financial Services	Qualified	68	$28,000	Cold	Proposal requested — draft queued for generation

Lead Sources This month

Source	Leads	Conversion	Top Channel
Business Registration Feed	34	18%	Automated scoring
Website Inquiries	28	12%	Contact form
Referral Network	19	32%	Partner introductions
LinkedIn Outreach	22	9%	Auto-sequenced DMs
Event Signups	15	15%	Webinar attendees
Review Site Clicks	6	22%	Google Business Profile

What the Platform Does Auto-pilot sales

1. Captures signals — Watches business filings, website visits, form fills, social activity, and competitor moves

2. Scores and ranks — Every lead gets a 0-100 score based on fit, timing, access, and value

3. Routes automatically — A-tier leads go straight to your call queue. B-tier enters nurture sequence

4. Drafts proposals — Auto-generates custom proposals from templates when a lead hits qualified stage

5. Tracks engagement — Monitors email opens, proposal views, and site revisits to flag hot prospects

6. Follows up — Auto-sends timed follow-ups, reminders, and check-ins based on prospect behavior

7. Reports weekly — Pipeline digest, win/loss analysis, and next-week action plan delivered every Monday

This is a working demonstration. The pipeline, scoring, and activity feed are generated by the same automation engine we deploy for clients. The data is illustrative — your pipeline would use your real leads, your scoring weights, and your sales process.

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