Lead capture through an AI receptionist, client onboarding, NPS, referrals and the SaaS numbers behind them. Sample records throughout.
Lead pipeline
New 2
Contacted 1
Qualified 1
Proposal 1
Won 1
Click a card to move it along.
data model leads
company_name / contact_name / contact_emailtextstage / source / verticaltextwhere it came from matters as much as where it isestimated_valuenumericlast_stage_changetimestamptzwhich is what makes a stalled deal visiblenext_follow_updateassigned_torefLead-response scorecard
A short quiz that scores how fast a business answers its own leads — the hook that starts the conversation.
Sample answers
Sample score
Voice receptionist
Sample transcript
- Caller0:02
Hi, do you have availability this week?
- Receptionist0:04
We do. Can I take your name and number?
- Caller0:09
Sure, it's a sample caller.
Scripted in this walkthrough. Nothing here places a call or reaches a model.
Client onboarding
A checklist with a health status, so a stalling rollout is visible before it becomes a churn risk.
| Day | Phase | Task | Done |
|---|---|---|---|
| 1 | setup | Account created | yes |
| 2 | setup | Call forwarding configured | yes |
| 5 | configure | Persona tuned | no |
| 9 | launch | Live traffic switched on | no |
| 14 | review | Sign-off | no |
data model clients · onboarding_checklists
tier / verticaltextdeployment_datedateai_persona_name / call_forwarding_numbertextintegration_statustexthealth_statustextthe single field an account manager scans forsigned_off_by / signed_off_atauditNPS, churn risk & referrals
| Client | NPS | Churn risk | Referrals | Follow-up |
|---|---|---|---|---|
| Client 01 | 9 | low | 2 | — |
| Client 02 | 7 | medium | 0 | required |
| Client 03 | 4 | high | 0 | required |
data model nps_scores · referrals
score / recorded_month / feedbackinteger · date · textchurn_risktextfollow_up_required / follow_up_completedbooleana low score with no follow-up is the actual failurecommission_percentage / commission_amount / commission_paid_atnumeric · timestamptzpipeline_stagetexta referral is a lead with a payout attachedClient 03
- Client
- 03
- Tier
- sample
- Deployed
- sample date
- NPS
- 4
- Churn risk
- high
- Owner
- Team member A
Recent activity
- todayNPS recordedsystem
score 4 · follow_up_required set
- last weekCheck-in call loggedTeam member A
- last monthOnboarding signed offsystem
SaaS financials
The numbers an owner runs the business on, kept in the same system as the accounts they come from.
Sample MRR movement
data model monthly_financials · cac_by_channel
mrr / arrnumericnew_mrr / expansion_mrr / contraction_mrr / churned_mrrnumericthe four movements, not one net figurechurn_rate / nrrnumericactive_clients / new_clients / churned_clientsintegerchannel / ad_spend / clients_acquired / cactext · numericacquisition cost per channel, computedRevenue scenarios sit alongside the actuals, so a projection can be compared with what happened.