entities:
- - sales-pipeline-review-2026-05
- Page
topics:
- raw
- synthetic
- sales-pipeline-review-2026-05
- knowledge
Pipeline Summary
| Stage |
Count |
Total Value |
| Discovery call booked |
4 |
~$28,000 |
| Proposal sent |
2 |
~$18,000 |
| Negotiation |
1 |
$6,000/mo retainer |
| Closed-won (May) |
1 |
$4,500/mo |
Active Deals
- Acme Corp — Proposal sent 2 weeks ago. Decision-maker on holiday. Follow-up scheduled for June 3.
- Beta Ltd — Negotiation stage. Asking for 15% discount on $6k/mo retainer. Anthony wants to hold at $5.5k minimum.
- Coastal Health — Discovery call completed. Interested in full-service SEO + content. Budget unclear.
- Delta SaaS — Cold inbound via website. Small scope (~$1,500/mo). Low priority.
Issues
- No structured qualification process. Deals enter pipeline inconsistently.
- Follow-up cadence is ad hoc. Acme Corp proposal is at risk of going cold.
- Win rate is hard to calculate without tracking first meetings to close.