HomeStages › 1. Log opportunity

1. Log opportunity

PROC-C-S01-LOG · Pursue · level 2 · continuous · scope: engagement
The front of the funnel and the least reliable data in the firm. Opportunities that convert quickly are often never logged at all, so the conversion rate flatters.

Boundary

Trigger (in)
Someone hears about possible work.
Output (out)
An opportunity in the CRM, usually.
Requires
none
Produces
none

Floor: can this run itself

Position
person
Manual because
habit
Basis
Typed in after the fact, and not always. The pipeline is understood to be incomplete, which is why forecasting is done by asking partners rather than by reading it.
Confirmed by
nobody named

Behaviour: what runs it

Systems
Pipeline, Contacts

Data

No data modelled for this stage.

Rules: what is decided here

No rules modelled for this stage.

Neighbours

Upstream
end of chain
Downstream
none
Every required state is produced upstream (out ⊢ in holds here).