The agency's own sales pipeline

The agency sells subscriptions the way a builder sells buildings, so it runs the same pipeline machinery under a reserved account. Stages are subscription-shaped — New lead, Discovery call, Demo, Proposal, Signed, Onboarding — each carrying one line telling a rep what 'done here' means. Lost and dead deals leave the board but keep the stage they died in.

Also called: vendor sales board · how they sell to builders · deal board · subscription pipeline

1. 1Leads arrive from the New lead button, the website demo form, hosted forms, and Meta/Google lead forms — all through the same intake a builder uses.
2. 2Cards drag between columns; dropping on a collapsed column opens it.
3. 3Columns collapse to thin vertical tabs that still accept drops; one-stage accordion or several open at once, remembered per browser.
4. 4Scope switches between mine, everyone's and one rep's; filters cover lead strength and source.
5. 5A stats bar shows deals, pipeline value split into monthly and down payments, hot leads, proposals out and ready-to-onboard.
6. 6The board re-reads every 30 seconds, but only repaints when something actually changed, and hidden tabs skip the poll entirely.

• ◆Deals lived in a rep's head and a calendar.
• ◆Repainting the whole board on a timer fought a user mid-drag.
• ◆Lost deals disappearing entirely destroyed the one number worth knowing — which stage they died in.