Pipeline
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Deal Tier Breakdown
Enterprise $500K+
— deals—
Mid-Market $100K–$499K
— deals—
SMB <$100K
— deals—
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Active Clients Protected
Synced from Notion daily — zero risk of soliciting existing customers
PIPELINE VALUE
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ACTIVE DEALS
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CONTACTS ENRICHED
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COMPANIES TRACKED
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LINKEDIN READY
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OUTREACH PIECES
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Vertical Distribution
Sequence Routing
Cold DTC Savings
— contacts
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Expansion Signal
— contacts
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Expandi Push Status
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Outreach
— pending
Day 0 · Mar 3
Warmup Started
Week 1
5 emails/day + Expandi LinkedIn
Week 2
10 emails/day
Week 3
20 emails/day
Week 4+
Full capacity — 25/day email + 25/day LinkedIn
Month 2
Target: 12 meetings/month
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Onboarding · Go-Live Tracking
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Onboarding Form
Create a secure link for a client to complete the onboarding form. Copy the link and provide it to the client; their answers are recorded on the client file as soon as they submit.
New form link
Prefill what you know, create the secure link, and copy it to provide to the client.
Form fields
All client-facing fields are included by default. Edit the wording, help text, required status, visibility, and answer choices before creating the link.
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Existing onboarding profiles
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2026 Sales Proforma P&L
—Deal Contributions
Live Outbound Activity
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