Pipeline
8 open opportunities · ★ = high priority
ⓘWhat the pipeline tracksexpand
Opportunities here aren't just sales deals — they're typed as engagement, partnership, venture, or referral, matching how an advisory practice actually develops. Stages are consultant-shaped: Identified → In conversation → Scoping/proposal → Negotiating → Engaged. Expand any card to change its stage inline, edit economics and next steps, or mark it ★ high priority (high-priority deals surface on the dashboard). Try moving one — the demo saves it live.
💡 Identified2
$18k fixed, two weeks
Next: One-pager to Priya for internal circulation
✎ edit
2 days/mo (if pursued)
Next: Decide scope vs. accelerator referral
✎ edit
💬 In conversation3
Retainer + success fee (structure TBD)
Next: Send term sheet draft with conflicts language
✎ edit
Operating partner equity (undefined)
Next: Unit-economics model, then in/out decision
✎ edit
0.25% adv. equity, standard vesting
Next: Product deep-dive Thursday; provenance is the gate
✎ edit
📐 Scoping / proposal1
$45k fixed + option grant (floor: cash-majority)
Next: Board outcome, then SOW within 48h
✎ edit
🤝 Negotiating terms1
$8k/mo retainer + $25k/deal sprint
Next: Await Sarah's redlines; offer CFO walkthrough
✎ edit
🔥 Engaged — active1
$35k/mo, 6 months
Next: Phase 1 readout at month-end steering committee
✎ edit
✅ ❌ ⏸️ Closed / on hold (2)
~$150k scoped (phase-zero estimate)
Next: Revive at Q4 budget cycle; Sept check-in
✎ edit
$60k fixed (2025)