How Sales Pipeline works
From first discovery tosigned customer.
Every prospect moves through a complete lifecycle inside FullView. Intelligence flows forward at every step — nothing gets re-typed, re-explained, or lost between tools.
01
Prospect discovery
Agents surface businesses in your region and target categories that fit your ICP.
02
Research
Each company is profiled: size, decision makers, technologies, prior communication.
03
Website analysis
SEO, performance, and conversion audit runs automatically, surfacing specific, citable findings.
04
AI personalization
The AI drafts outreach anchored to what it found. Every message cites something real.
05
Campaign launch
Sends go out through your own mailbox at the rate you set. Suppression enforced by default.
06
Conversation
Replies come back into your inbox and into a unified conversation view. Sequences auto-pause.
07
Opportunity
Interested prospects become opportunities. Stage, owner, follow-up date, and next best action.
08
Customer
Won deals stay connected to the record. Every past signal is preserved for renewal and upsell.
Prospect intelligence
Rich profiles,not a rolodex.
Every business in your pipeline arrives with a complete profile. The AI has already read the website, examined the market position, and flagged what's worth talking about.
- Not a contact list — a knowledge graphEvery prospect is a full record: category, size, tech stack, decision makers, prior activity, and everything the platform has learned so far.
- Opportunity, not just fitThe Website Analyzer surfaces specific improvements you can help with. Those findings become the reason for the first message.
- Engagement history in one placeEvery open, click, reply, meeting, and note is timestamped against the same record. Nothing lives in a separate silo.
Austin Law Firms · Q3
Sequence · 4 steps · 40/hr
E1
Opener — audit finding
Send now
E2
Follow-up — 2nd finding
+3 days if no reply
E3
Follow-up — case study
+4 days if no reply
E4
Break-up email
+7 days if no reply
E1 · Personalized preview
McNally Gervan LLPThree quick wins for your Austin family-law site
Hi Sarah — noticed your team ranks for "Austin divorce lawyer" but your mobile page load is at 3.8 seconds. Also missing LocalBusiness schema. Happy to send the full audit — three quick wins that would push you above Gowling.
Approve & scheduleEditSkip
Campaigns
Personalized outreachat the pace your team actually works.
Every campaign is a sequence of personalized messages, follow-ups, and branching logic — not a spray of templated blasts. Quality over volume, tuned to your list and your reviewer capacity.
- Personalization anchored in real findingsThe Website Analyzer and prospect profile power every draft. No generic openers.
- Follow-ups that react to behaviorOpens, clicks, replies, and stalled threads each branch the sequence differently.
- Sending caps that respect your inboxSet send rates by campaign, time-of-day windows, and per-mailbox limits. Suppression is enforced end-to-end.
- Reviewers, not sendersTeam members approve, edit, or skip drafts. Nothing leaves the workspace without a human.
Conversations
AI assists. Humansstay in control.
When a reply comes in, the AI reads it, classifies it, and drafts a response. Your team reviews, edits, approves — and the pipeline moves forward.
01
Reply arrives
Threaded to the prospect. Sequence auto-pauses.
02
AI classifies
Interested, meeting, not interested, wrong contact, existing customer, OOO…
03
Draft prepared
Grounded in the thread history and the prospect record.
04
Human review
Edit inline, approve, or write from scratch.
05
Send & advance stage
Message sent from your mailbox. Pipeline stage updates automatically.
Classification
Interested
92%
Meeting requested
81%
Not interested
2%
Out of office
1%
Wrong contact
0%
Next best action
Advance to Meeting stage and propose Thu 10am.
Sarah asked for time next week. Sending Calendly + audit deck now closes the gap by ~2 days on average for this segment.
Do itSnooze
Pipeline dashboard
The whole funnel,on one canvas.
Eight stages, every prospect, every conversation. Filter by owner, campaign, region, or fit. AI insights are woven throughout — not hidden in a side panel.
All Pipelines
108 open · Q3 · Austin
Owner: All Campaign: All Region: Austin Fit ≥ 60
New Prospect
38Rideau Dental Group
Healthcare
Just added·74
Aspen Roofing Co.
Trades
·69
Byward Bakery
Hospitality
·62
+ 35 more
Qualified
22McNally Gervan LLP
Legal
High fit. Public speaking angle available.
HOT·87
Bytes & Beans Café
Hospitality
Audit ready·71
+ 20 more
Conversation
14Copper Kettle Inc.
Retail
Sentiment improving. Propose meeting.
REPLIED·81
Halifax Optics
Healthcare
2 replies·76
+ 12 more
Meeting Scheduled
9Meridian Wealth
Finance
Prep note: mention Q2 press release.
Thu 10am·83
Torrent Cycling
Retail
Next Tue·72
+ 7 more
Proposal
6Northshore Realty
Real estate
Timing favorable. Follow up Tuesday.
3d ago·78
Ashcroft Legal
Legal
Sent Mon·79
+ 4 more
Negotiation
3Halcyon Studios
Creative
Price sensitivity in last two messages.
REDLINE·76
+ 2 more
Won
12Kingsway Legal
Legal
WON
Lansdowne Physio
Healthcare
WON
Beechwood Bistro
Hospitality
WON
Lost
4Elmvale Auto
Automotive
NO REPLY
Merivale Fitness
Fitness
Nurture path suggested. Revisit Q4.
NOT NOW
AI recommendations
A sales coachin the room with you.
The AI reads every signal in the pipeline and surfaces the one thing worth doing next — grounded in the actual prospect, the actual thread, and the actual state of the deal.
Engagement
Highly engaged. Follow up today.
McNally Gervan LLP opened your audit twice and clicked the mobile-performance link. This pattern converts within 48 hours for legal-services prospects in your workspace.
McNally Gervan LLP · QualifiedDraft follow-up
Website audit
New improvements detected.
The Website Analyzer re-scanned Copper Kettle and found two new checkout regressions since your first outreach. Worth citing in your next message.
Copper Kettle · ConversationSee findings
Sentiment
Conversation sentiment is improving.
Sarah's last three replies scored steadily higher on positive intent. This is a natural moment to propose a meeting rather than another follow-up.
Copper Kettle · ConversationAdvance stage
Timing
Proposal timing looks favourable.
Northshore Realty is at day 3 of a typical 5–7 day proposal window for their segment. A gentle nudge referencing their listing volume tends to close 22% faster.
Northshore Realty · ProposalSend nudge
Prioritization
Re-rank suggested.
Six qualified prospects have gone quiet for more than 10 days. Three of them still show strong fit — the other three are safe to nurture down.
6 prospects · QualifiedReview list
Risk
Redline sentiment on Halcyon Studios.
Halcyon's last two messages show price sensitivity. Consider looping in a decision maker or offering a phased scope before the next volley.
Halcyon Studios · NegotiationSee thread
Connected platform
One pipeline. Wiredinto the whole platform.
The Sales Pipeline doesn't run alone. Audit findings feed campaigns. Search Console signals shape prioritization. Analytics closes the loop with conversion data. Every module makes the pipeline sharper.
Audit findings become talking points
Every message the pipeline sends can cite a specific Website Analyzer finding — with the URL, metric, and improvement.
Ranking signals shape prioritization
Search Console position and page-level trends decide which prospects are worth the next 30 minutes of your reviewer's time.
Conversations feed the intelligence layer
Every classified reply, edit, and close feeds Business Intelligence — improving fit scoring and copy on the next campaign.
Business outcomes
What changes when thepipeline gets smarter.
Higher response rates
Personalized outreach anchored to specific findings converts better than templated volume.
More qualified opportunities
Fit scoring, opportunity detection, and reply classification move real conversations up the funnel.
Better follow-up
AI recommendations resurface stalled threads at the right moment — nothing important goes cold.
Improved consistency
Every reviewer sees the same context: profile, thread history, next best action. No lone-wolf follow-up.
Reduced manual work
Prospect research, audit writing, follow-up spacing, and reply triage are handled by the platform.
Greater sales visibility
One dashboard shows the whole funnel by owner, campaign, or region. No more spreadsheet reconciliation.
FAQ
