pipeline.md
Use this lightweight file when the Context Kit needs a CRM-shaped view without replacing the actual CRM.
Stages
- New lead:
- Consultation scheduled:
- Active buyer:
- Active seller:
- Listing prep:
- Active listing:
- Under contract:
- Closed:
- Past client:
- Sphere nurture:
Fields Per Person Or Deal
- Name or slug:
- Stage:
- Source:
- Last touch:
- Next touch:
- Next best action:
- Related cards:
- Risk:
- Opportunity:
Weekly Review Prompt
Review this pipeline with SELF and GUARDRAILS loaded. Find stale follow-up, unclear next actions, and any places where a CLIENT, HOME, PERSONA, or CHANNEL card should be created or refreshed.