Pipeline
Drag companies between stages. Click any card to open detail.
Priority
Owner
Tier
Companies
All licensing targets. Click any row for detail.
Stage
Priority
| Company ▲▼ | Stage | Pri | Tier | Est. Value | Days in Stage | Last Activity | Owner |
|---|
Contacts
All stakeholders across companies.
No contacts yet
Add contacts from any company detail
Open a company → Contacts → + Add contact
Activity Feed
Chronological log across all companies.
Offerings & Deal Terms
Full commercial reference. Quick-access during prospect calls.
Email Templates
Stage-specific talk tracks. Click any template to preview or copy.
Stage
Category
Outreach
Sequences, active enrollments, and LinkedIn task queue.
Engine Status
Email sequence execution (Resend + Make.com reply polling) activates once
licensing@rachelbloom.com mailbox forward is configured. Until then, you can enroll contacts, manage sequences, and work the LinkedIn task queue manually.
AI Dossiers
Claude-generated intelligence briefings. Click any company to generate or view.
Status
Deal Value Modeling
Forecast pipeline revenue across Option A, B, App, and SaaS tiers.
WEIGHTED PIPELINE FORECAST
—
Total weighted across all active deals
Company
Select a company
Model a deal scenario
Choose from the dropdown to calculate Option A / B pricing + SaaS stack.
Insights & Trigger Events
AI-monitored news and strategic signals across target companies.
Type
Importance