Tip 64 of 72Habits, team and depth

Track Your Business Pipeline

Keep every prospect, its stage and your next follow-up in one place.

New business is the work that slips first when client work gets busy. A prospect goes quiet, you mean to follow up, and two weeks pass.

Armbrain keeps your pipeline next to everything else you know. Each prospect gets a mind, just like a client, so notes from discovery calls, objections and promises you made all live in one place.

How to use it

Add a prospect when a conversation starts, with the contact and where they came from.
Move them forward as things progress, from first call to proposal to signed.
Check deal health to see buying signals, objections and how long a deal has sat at one stage.
See it all on the Prospects screen in Armbrain HQ, your web dashboard, or by asking.

If you use HubSpot or Pipedrive, connect it. Armbrain only reads HubSpot, so it adds background without changing your records.

When a prospect signs, you can convert the prospect mind into a client mind, with everything already in it. Read the pipeline guide.

Try it

Armbrain, add Brightpath Learning as a prospect. Their founder came to us through a referral.
Armbrain, show my pipeline and which deals have gone quiet.
Armbrain, check deal health for Brightpath Learning.

Prompt of the day

Keep prospects warm this week

Armbrain, help me follow up with prospects this week. 1. Show my pipeline: every open prospect, their stage, and when we last spoke. 2. Flag any deal where we have not spoken in 14 days or more, or where I promised something and have not delivered it. 3. For each flagged deal, check deal health (buying signals, objections, days at the current stage) and give me the single best next step in one line. 4. For the three most important flagged deals, draft a short follow-up email in my voice. Each one must mention something specific the prospect told us, with its source. 5. Show me every draft. Do not send anything until I approve it. If a prospect is in HubSpot, you may use a HubSpot report for background. Armbrain only reads HubSpot.

Why it works: It finds the deals that are going cold, says why, and drafts follow-ups that mention something the prospect actually said, all waiting for your approval.

More prompts in the Prompt Library