Q3 pipeline review
12 messagesCan you set up a CRM page for tracking our enterprise leads?
Done. I've created your Enterprise CRM page with a leads database.
It has columns for Company, Contact, Stage, Deal Size, Last Touch, and Next Action. I've also set up an automation to move deals to 'Stale' if untouched for 14 days.
Great! Can you pull in our current pipeline from HubSpot?
I've synced your HubSpot pipeline into the CRM. Here's what I found:
Total pipeline: $268,000 across 5 active deals. Nexus AI looks most promising — they're at negotiation stage with the highest deal size. Want me to draft a follow-up for that one?
| Company | Contact | Stage | Deal Size |
|---|---|---|---|
| Acme Corp | Sarah Johnson | Proposal | $48,000 |
| TechFlow | Marcus Lee | Discovery | $32,000 |
| Nexus AI | Diana Park | Negotiation | $96,000 |
| CloudBase | James Wilson | Proposal | $64,000 |
| Vertex Inc | Amy Zhang | Closed Won | $28,000 |
Yes, please draft a follow-up for Nexus AI.
Here's a draft for Diana Park at Nexus AI:
Subject: Next steps — Meridian × Nexus AI
Hi Diana,
Following up on our conversation last week. I wanted to confirm we're aligned on the payment automation scope for your engineering team.
We can move forward with the $96k annual contract and have you live within 3 weeks. I'm holding a spot for onboarding the week of March 18th.
Would a 30-minute call Thursday work to finalize terms?
Best,
Alex
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