One workspace that carries a prospect from first contact through to a paid invoice, with the scoring and follow-up handled alongside the team.
[ fig. 1 ]Assay in about twenty seconds: a weighted rubric, a lead scored 8.8 with the reasons shown, an outreach draft that sends nothing until a person approves it, the agent crew, and the deal carried to won.
01The problem
A prospect had to cross four separate tools before becoming revenue, and the context that made them worth chasing was lost at every handoff.
Before
Four disconnected tools
After
One pipeline
02How it’s built
One lead, one record, start to finishDemo workspace · fictional lead
NewResearchOutreachContactedMeetingProposalWon
Mia proposes thisMaya ShahCFO, OrbitLedger8.8 · Priority
Scored against the ICPthreshold 7Industry fitFull fitCompany size 100-2000Full fitChange triggerFull fitBuyer seniorityPartial fit (50%)
OutreachDrafted with AI, sent by a personReply detected → moved to Contacted