Proposal pipeline for business consulting
Opportunities and proposals with value, probability, partner and decision date.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Opportunities and proposals with value, probability, partner and decision date.
- Tracks
- Opportunity, Client, Partner, Value, Probability %, Weighted value, Stage, Decision date, Contact email
- Flags automatically
- Decision passed when Decision date has passed and Stage is not Won and Stage is not Lost
- Proposal out 21 days when Stage is Proposal sent and Decision date is within 21 days
- Won when Stage is Won
- Actions and automations
- Send email: Email the contact email.
- Create a one-page summary: A short Word summary of this opportunity for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every opportunity for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.