NGA ERP

Tuesday, 02 June 2026

Dishant Goel
← backlast updated 25d ago
B1planned

B1. Lead pipeline

B. Salespriority: mediumenergy: light

Pipeline page already exists in Notion. Needs to be formalised into a proper DB with stage, value, next-action date.

Original ask (Dishant's words)

"B) Sales: 1) Manage Leads"

Already exists, partially

'Pipeline — Prospects & Possibilities' page exists under Mastermind Roadmap. Currently a page, needs to become a database for filtering, stuck-flagging, and value reporting.

Current pipeline (as of conversation)

FY26 target: ₹65L (vs ₹18.12L FY25) Existing clients: 10 Pipeline: 6 prospects, ₹19.5L total (Bon Cuisine, Keystone, Wallart, Ashok Bhasin, Sierra Interiors, Saksham Aggarwal)

Notes

Voice and approach: see Practice philosophy in the My Office Tool parent page. Leads are qualified by whether we can name what they're living, not just what services they want. A prospect who responds to "I see what you're carrying" is the right kind of lead. Other notes to be added.

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