Verna MC — Growth → Sales Pipeline

Internal Dashboard

Pipeline Overview

Lead Qualification Funnel

Cold
6,703
Total leads
Warm
412
6.1% of total
Hot
35
8.5% of warm
Qualified
12
34.3% of hot
Closed
0
Target: 9

Key Metrics

8,898
Voice Calls Made
35
Hot Leads
$0
Revenue (Current)
$5K
Q1 Target
$599
Avg Deal Size
9
Deals to Target

Growth → Sales Handover Package

Qualified Lead List

35 hot leads with engagement scores, email open rates, demo page views, and payment link click history. Exported daily as CSV.

ICP Profile

Small businesses (restaurants, HVAC, retail, healthcare) without web presence. 1-50 employees. Revenue $100K-$5M. Decision maker: owner.

Channel Attribution

Voice outreach: 85% of qualified leads. Email drip: 12%. Inbound: 3%. Best performing: local restaurants via voice.

Messaging That Works

"Free digital audit" hook converts 3.2x better than "website redesign" pitch. ROI focus beats feature focus 2.8x.

Lead Qualification Criteria

StageScoreCriteriaSales Action
Cold0-14Contacted, no engagementNone — growth nurtures
Warm15-39Email opened 2x+, clicked linkNone — growth nurtures
Hot40-79Demo viewed, payment link clicked, or replied positivelySales can engage
Qualified80+Budget confirmed, need identified, timeline <30 daysSales MUST engage within 24h
Closed150+Payment received via StripeOnboarding handoff

Channel Performance

Voice (Retell AI)
8,898 calls
Email Drip
2,300/day cap
Demo Pages
100+ generated
Stripe Links
$29.99 & $599

Revenue Paths

Path A: One-Time Packages ($599 × 9 = $5,391)

26% close rate needed from 35 hot leads. Highest probability path. Sales team sends personalized follow-up with ROI calculator.

Path B: Enterprise Consulting ($2,500-$5,000 × 1-2)

Target top 5 highest-engagement leads. Custom proposal with industry-specific ROI data. 14-30 day close cycle.

Path C: Subscription MRR ($29.99/mo × 167 = $5K MRR)

Volume play. Lower probability short-term but builds recurring revenue. Growth feeds funnel continuously.