Sales Co-Pilot (Lab) / 📇 Accounts / 🔥 Engagement Kanban
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Engagement Kanban

Top 20 accounts by engagement score · drag to move stage · scores refresh nightly
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The board is a linked view of the Accounts database, filtered to Hot = true OR Tier ≤ 2. Risk flags color the card border.
Cold4
Soylent Co.
Doc activity 4x · T1 · $480k
Pied Piper
CTO quoted · T2 · $180k
Massive Dynamic
Cold for 90d · T2 · $220k
Pendant Pub.
No signals · T2 · $140k
Engaged5
Northwind
Single-thread · T1 · $310k
Initech
Champ shared deck · T1 · $95k
Hooli
10-K mention · T1 · $560k
Stark Inc.
Slack +6 · T2 · $180k
Vandelay
RFP posted · T2 · $160k
Active dialogue5
Acme Corp
Stalled MSA · T1 · $180k
Globex
POC day 19 · T1 · $240k
Umbrella Co.
Competitor named · T2 · $95k
Cyberdyne
Demo scheduled · T2 · $130k
Wonka Labs
Champ changed job · T2 · $80k
Late stage3
Stark Industries
Procurement · T1 · $410k
Tyrell Corp
Verbal yes · T1 · $290k
InGen
Legal back-and-forth · T2 · $140k
Won2
Soylent Industries
Closed 12 May · $220k
Bluth Co.
Closed 3 May · $95k
Lost1
Sterling Cooper
Lost to competitor · $180k

Stalled accounts · >21 days in stage

AccountStageDays in stageRisk flagSuggested next step
Acme CorpActive Dialogue28StalledCFO-level escalation
NorthwindEngaged24Single-threadedMulti-thread to CFO
HooliEngaged40Single-threadedRe-warm via 10-K hook