Clients & Pipeline
When a deal closes, Core OS does the next five things for you.
New inquiry
$96kCopper Kettle Brewing
$54,000
Full brand and web engagement. Came in from the Miller referral.
Intro call Friday
Northside Dental Group
$42,000
Form filled 2 hours ago, intro email already sent.
Auto followed up
Discovery
$150kLakeshore Outfitters
$85,000
Proposal due Tue
Fairview Med Spa
$65,000
Quiet for 6 days
Proposal out
$210kSummit Credit Union
$120,000
Opened 4 times yesterday, mostly the pricing page.
High intent
Verde Landscaping
$90,000
Day 9 no reply
Won this month
$137kBluebird Coffee Co. — Fall Campaign
$82,000
Signed Aug 6
Harbor & Main — Listings expansion
$55,000
Signed Aug 18
Try it: drag Summit Credit Union into Won, or press Mark won. Core OS creates the project from the SOP, books kickoff, opens onboarding in the portal and drafts the first invoice.