Pipeline
Every lead, every step — fully automated
Active
0
Won
0
Revenue
£0
upfront collected
Automated flow
1
Send email
You hit send
2
They reply
Inbox checked every 15 min
3
Audit sent
PDF auto-generated + Drive link
4
They say yes
Inbox detects positive reply
5
Invoice sent
Stripe £149.50 auto-created
6
Paid
Money in account
Steps 2–5 are fully automated. Your only action is hitting send on two emails.
Leads by stage
Ready to Send0
Outreach written. Waiting to send.
Empty
Email Sent0
Outreach delivered. Waiting for reply.
Auto: inbox checked every 15 mins
Empty
Audit Sent0
They replied. Personalised audit PDF sent via Drive link.
Auto: PDF generated + Drive uploaded + draft created
Empty
Invoice Sent0
They said yes. Stripe invoice for £149.50 sent.
Auto: Stripe invoice generated + draft created
Empty
Won — Paid0
Payment received. Work in progress.
Empty