playbook

Lead To Cash E2E

Lead converted, deal closed, work delivered, invoice paid, and margin reviewed

A lead came in.

When to run: "New lead or prospect enters the pipeline — orchestrate the full journey to cash collected"
Time saved: ~Weeks to months — runs across the full sales and delivery cycle manual → automated with agent assistance
How often: Per opportunity
Compounds: Each run refines templates and context — 7 automated steps improve with accumulated data

How it runs

icp-discovery + lead-qualifier → identify if prospect matches ICP, score with BANT/MEDDIC
Review qualification and decide: pursue, nurture, or disqualify
research-company + prospect-audit → deep prospect research, score company fit
decision-maker-mapper → map buying committee and identify champion
proposal-writer → draft proposal from meeting notes and client intelligence
Review proposal, adjust pricing, send to prospect
create-client → on deal won, set up client workspace with profile, contacts, project folders
invoice-description → generate invoice line items from completed work
Review and send invoice, track payment
ar-followup → follow up on overdue invoices, escalate as needed