Sales

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

Recurring activities DB (GST 11/13/20, TDS 7, advance tax 15, ITR Jul/Oct, ROC). Cowork drafts client reminders weekly.

Professional network management — which networks Dishant is in, who to connect with, connection status. Networks are NGA’s primary pipeline source. List to be populated by Dishant.

Stage progression + stuck-lead flagging (no activity in 14+ days).

Productised lag-reduction diagnostic. Emerges from L2 v0.3. Lower entry friction than full framework. Gates on L3 evidence confirming reducible-lag magnitudes. Most CAs don’t do this — differentiated.