A per-stage checklist stored on the card. New lead wants the source confirmed, first contact made and the discovery call booked. Discovery wants the guide run, the current stack and its cost captured, the buyer read scored and the demo booked. Demo wants a demo on the prospect's own numbers, objections answered and the decision path confirmed. Proposal wants price and exclusivity in writing, the proposal sent from the card and a follow-up after they opened it. From Signed onward the builder's own proposal page drives the record.
Also called: sales SOP · what has to happen before the next stage · stage protocol · deal checklist
- 1The card shows the checklist for the stage it is in, with a done count.
- 2Ticking writes to the card's protocol state with who and when, and appears in the activity log.
- 3Completing them all shows the stage's exit line and points at the stage buttons.
- 4Signed-stage steps are marked auto — paid, contract, booked, intake — and tick as the funnel reports back.
- 5The Onboarding stage's GHL migration step is explicitly conditional on the builder having arrived on GHL.
The library says the shape it copies: 'the agency's SOP per stage, the way a builder's stage protocol works: what has to be true before a card is allowed to leave.' It is the same doctrine the builder-facing product uses, pointed at the agency's own selling.
- Deals moved stages on optimism rather than on anything having happened.
- The steps that close a deal lived in one rep's habits.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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