Sales Pipeline
Agency prospective clients & revenue forecast
Pipeline Funnel
Bailey Pickett Partnership
Bailey Pickett
Phase 1 Market Validation. 50/50 net split. AI automation for law firms. Stalled — outreach to 10-15 legal contacts pending. May be redundant with Three Palms.
MarkHaus
Rudy Guerrero (internal)
3rd brand in ecosystem. Domains/handles researched, trademark clear. IG @themarkhaus live. Revenue path TBD: commercial content/media OR personal brand. P3 in backlog as markhaus-001 — needs 30-day goal definition.
Three Palms AI (Jordan)
Jordan
Voice AI agents for law firm intake. Jordan = infra/fulfillment, RGDM = client acquisition. Pre-lunch as of 2026-03-26. Terms TBD. Could 50% intake cost reduction unlock 5+ law firm clients.
Cody Fajardo — DTQB Training
Cody Fajardo
$1,500 flat buildout (worth $8K market). Proposal sent 2026-04-02. Awaiting deposit. CFL Grey Cup MVP, 100+ QBs trained, Reno NV. 15-year friend.
How to Read This Report
Pipeline value is the total potential revenue across all active deals. Weighted forecast multiplies each deal's value by its stage probability (e.g., a $10K deal at 50% probability = $5K weighted).
Deal stages: Discovery (10%) → Qualification (25%) → Proposal (50%) → Negotiation (75%) → Closed Won (100%) / Closed Lost (0%). Probability reflects historical close rates at each stage.
Win rate is won deals divided by total closed (won + lost). Industry benchmark for agency services is 20-30%. Below 20% suggests qualification issues; above 40% suggests you're not reaching enough prospects.
Funnel visualization shows deal count and value at each stage. A healthy funnel is wider at the top (many prospects) and narrows toward close. A funnel that's flat or inverted needs more top-of-funnel activity.