9-stage pipeline
From New lead to Closed won. Each stage defines what has to happen to move forward, so nobody argues about whether a deal is “almost closed”.
Stop losing deals
to forgetfulness.
A 9-stage pipeline where every opportunity has its stage, its owner and its next step with a date. The system remembers for you and flags things before they go cold.
The problem
Your best salesperson is your memory. And it fails.
Most businesses track opportunities in their head, in phone notes, or in a spreadsheet someone updates when they remember. It works until twenty conversations are open at once.
Then the silent losses start: the client who asked for a proposal nobody sent, the one who said “call me in two weeks” two months ago, the one who went elsewhere without anyone noticing.
Nobody records those losses, which is why nobody fixes them.
“From lead to contract, in a predictable cycle.”
Phase 02 of the ACO Method
What we build
The system, piece by piece.
Automated follow-up
Reminders, follow-up messages and alerts when an opportunity has sat too long. The system pushes; your team decides.
Everything on one record
Each contact holds its full history: where it came from, what it discussed with the AI agent, what was sent and what's next. No hunting through three places.
A dashboard that makes sense
How many opportunities come in, where they stall and what each client costs. Numbers you can read yourself, without asking anyone for the report.
The pipeline
The 9 stages.
This is the standard journey. In your business it adapts to how you actually sell — not the other way around.
Stage 01
New lead
The contact arrives. Its source is recorded automatically.
Stage 02
Contacted
First contact made, by the AI agent or a person.
Stage 03
Qualified
Matches your ICP and has a real need. This is where the noise gets filtered.
Stage 04
Meeting booked
There's a date on the calendar, with automatic reminders.
Stage 05
Meeting held
The call happened and what was discussed is on the record.
Stage 06
Proposal sent
With automatic follow-up if there's no reply.
Stage 07
In negotiation
Scope or terms being adjusted, all documented.
Stage 08
Closed won
Signed. The new-client welcome flow kicks off.
Stage 09
Closed lost
With the reason recorded — the stage that teaches the most.
See it running.
We have a navigable sample CRM with fictional data. Move opportunities around, open records and watch the automations.