Internal Only
Pipeline Value
$0
Deals in Progress
0
Close Rate
0%
Avg Deal Size
$0
Revenue This Month
$0
Alerts
0
Sprint Target: $100K by May 30 $0 / $100,000
After AI Audit
Audit
Immediate
Send audit report PDF + personalized video walkthrough
+2 hours
WhatsApp message: "Just sent over your audit, check your email"
+24 hours
Follow-up call to discuss findings
Hey [NAME], Just finished your AI audit. Found some interesting stuff. The short version: You're leaving roughly $[X]/month on the table with your current setup. The 3 biggest issues are: 1. [ISSUE 1] 2. [ISSUE 2] 3. [ISSUE 3] Full report is attached. I recorded a quick video walking through everything so you can see exactly what I'm talking about. Want to jump on a 15-min call this week to go over options? No pitch - just want to make sure the report makes sense. - Sabino, RIVVEN
After Proposal Sent
Proposal
+24 hours
Check-in: "Had a chance to look over the proposal?"
+48 hours
Value-add: Send a competitor analysis or quick win they can do now
+7 days
Last touch: "No pressure, just want to make sure this doesn't fall through the cracks"
Hey [NAME], Following up on the proposal I sent over. Wanted to add one thing I noticed - I looked at [COMPETITOR] and they're [SPECIFIC THING]. That's actually an opportunity for you because [REASON]. This is something we'd tackle in Phase 1. If you want, I can put together a quick mockup so you can see what I mean before committing to anything. Just let me know. - Sabino
After Close (Onboarding)
Closed Won
Day 0
Send welcome packet + Slack/WhatsApp invite + collect assets (logo, photos, copy)
Day 1
Begin build. Share progress screenshots daily.
Day 3
First draft preview link. Get feedback.
Day 7
Launch day. Celebrate, post on socials, ask for review/testimonial.
Hey [NAME], welcome to RIVVEN! Here's what happens next: 1. I'm setting up your dedicated channel now (you'll get an invite in a few minutes) 2. I need a few things from you: logo files, any photos of your work, and your current pricing/services list 3. I'll start building tomorrow and you'll see daily progress screenshots Target launch: [DATE] (that's [X] days from now) Any questions, message me directly. No ticket system, no waiting. Let's build this. - Sabino
Re-Engagement (Ghosted)
Ghost Recovery
Day 1
Soft check-in via text/WhatsApp (not email)
Day 5
Send a free value piece (competitor screenshot, quick tip, market data)
Day 14
Final touch: "Closing your file" breakup message
Hey [NAME], Haven't heard back so I'm going to close out your file on my end. No hard feelings at all - timing is everything. One thing before I do: I noticed [COMPETITOR] just [DID SOMETHING] in your area. Might be worth keeping an eye on. If things change down the road, you've got my number. Door's always open. - Sabino
Invoice Client Amount Due Date Status