Closest to Revenue
Accounts explicitly staged demo, pilot, or contracting| Account | Stage | Priority | People | Latest real interaction | Current status | Next action · owner · due |
|---|---|---|---|---|---|---|
| Burns Industries | contracting | 1 | Waylon Smithers champion | 2026-08-27 | Waiting on Mr. Burns to return the engagement letter. | Ask Smithers for signature timing lionel · 2026-09-03 |
| Globex Corporation | contracting | 1 | Hank Scorpio decision-maker | 2026-08-30 | Retainer terms agreed; signature is the remaining step. | Send final retainer packet cookie · 2026-09-04 |
| Springfield Monorail Authority | pilot | 2 | Lyle Lanley champion | 2026-08-25 | Negotiating an investigative review of the monorail contract. | Return scoped investigation proposal lionel · 2026-09-06 |
Actions Due This Week
Grouped by owner; overdue actions shown in redcookie
- Send final retainer packet — Globex Corporation 2026-09-04
- Draft a temporary kiosk workaround — The Leftorium 2026-09-05
- Send Smithers a forwardable introduction — Springfield Nuclear Power Plant 2026-09-07
lionel
- Ask Smithers for signature timing — Burns Industries 2026-09-03
- Return scoped investigation proposal — Springfield Monorail Authority 2026-09-06
Stalled or Waiting
Explicitly stalled accounts and latest statuses containing “waiting”| Account | Stage | Priority | People | Latest real interaction | Current status | Next action · owner · due |
|---|---|---|---|---|---|---|
| Burns Industries | contracting | 1 | Waylon Smithers champion | 2026-08-27 | Waiting on Mr. Burns to return the engagement letter. | Ask Smithers for signature timing lionel · 2026-09-03 |
| The Leftorium | stalled | 2 | Ned Flanders owner | 2026-08-14 | Waiting on the mall to approve a lease amendment. | Draft a temporary kiosk workaround cookie · 2026-09-05 |
Active Pipeline
Won, lost, and dead accounts excluded| Account | Stage | Priority | People | Latest real interaction | Current status | Next action · owner · due |
|---|---|---|---|---|---|---|
| Burns Industries | contracting | 1 | Waylon Smithers champion | 2026-08-27 | Waiting on Mr. Burns to return the engagement letter. | Ask Smithers for signature timing lionel · 2026-09-03 |
| Globex Corporation | contracting | 1 | Hank Scorpio decision-maker | 2026-08-30 | Retainer terms agreed; signature is the remaining step. | Send final retainer packet cookie · 2026-09-04 |
| Springfield Monorail Authority | pilot | 2 | Lyle Lanley champion | 2026-08-25 | Negotiating an investigative review of the monorail contract. | Return scoped investigation proposal lionel · 2026-09-06 |
| Springfield Nuclear Power Plant | target | 3 | Waylon Smithers introducer | 2026-08-21 | Smithers offered to make an introduction to the innovation team. | Send Smithers a forwardable introduction cookie · 2026-09-07 |
| The Leftorium | stalled | 2 | Ned Flanders owner | 2026-08-14 | Waiting on the mall to approve a lease amendment. | Draft a temporary kiosk workaround cookie · 2026-09-05 |
| Unidentified courthouse lead | unspecified | - | No mapped people | No dated interaction | No status recorded | No next action |
Commercial View
Explicit values only; no inferred forecast| Stage | Accounts | Deal value | Expected MRR |
|---|---|---|---|
| target | 1 | $0 | $0 |
| pilot | 1 | $60,000 | $5,000 |
| contracting | 2 | $210,000 | $17,500 |
| stalled | 1 | $36,000 | $3,000 |
| lost | 5 | $0 | $0 |
Warm Introductions
Target accounts with an explicit connector| Target | Connector | Status | Next action |
|---|---|---|---|
| Springfield Nuclear Power Plant | Smithers | Smithers offered to make an introduction to the innovation team. | Send Smithers a forwardable introduction |
Relationship Network
People are kept separate from pipeline accounts, including unaffiliated contacts| Person | Organization | Relationship role | Latest interaction | Next action |
|---|---|---|---|---|
| Blue-Haired Lawyer | Unaffiliated | person | No dated interaction | No next action |
| Hank Scorpio | Globex Corporation | decision-maker | No dated interaction | No next action |
| Lyle Lanley | Springfield Monorail Authority | champion | No dated interaction | No next action |
| Ned Flanders | The Leftorium | owner | No dated interaction | No next action |
| Olivia | Unknown Springfield account | person | No dated interaction | No next action |
| Waylon Smithers | Burns Industries | champion | No dated interaction | No next action |
| Waylon Smithers | Springfield Nuclear Power Plant | introducer | No dated interaction | No next action |
Data quality and cleanup
- Unidentified courthouse lead: pipeline stage missing
- Unidentified courthouse lead: next action missing
- Unidentified courthouse lead: no people mapped to this account
- Blue-Haired Lawyer: relationship role missing
- Olivia: relationship role missing
- Olivia: possibly incomplete or ambiguous person name
Won, Lost, and Dead Accounts — 5 excluded from active pipeline
| Account | Stage | Priority | People | Latest real interaction | Final status | Remaining action |
|---|---|---|---|---|---|---|
| Duff Brewery | lost | - | No mapped people | No dated interaction | No status recorded | No next action |
| Itchy and Scratchy Studios | lost | - | No mapped people | No dated interaction | No status recorded | No next action |
| Krustylu Studios | lost | - | No mapped people | No dated interaction | No active path after evaluation | No next action |
| Shelbyville Nuclear | lost | - | No mapped people | No dated interaction | No status recorded | No next action |
| Springfield Republican Party | lost | - | No mapped people | No dated interaction | No status recorded | No next action |
Materials
Company context available to agents| Title | Location | Tags | Added |
|---|---|---|---|
| Hutz Law engagement letter Standard fictional engagement letter | https://example.invalid/hutz-law/engagement-letter | contractsales | 2026-09-02 |
| Monorail investigation outline Proposed fictional investigation scope | https://example.invalid/hutz-law/monorail-review | pilotsales | 2026-09-02 |
Relationship History
Collapsed by account; latest status is shown in the pipeline aboveBurns Industries — 1 notes
- 2026-08-27 Waiting on Mr. Burns to return the engagement letter.
Globex Corporation — 1 notes
- 2026-08-30 Retainer terms agreed; signature is the remaining step.
Springfield Monorail Authority — 1 notes
- 2026-08-25 Negotiating an investigative review of the monorail contract.
Springfield Nuclear Power Plant — 1 notes
- 2026-08-21 Smithers offered to make an introduction to the innovation team.
The Leftorium — 1 notes
- 2026-08-14 Waiting on the mall to approve a lease amendment.