SandboxExample pipeline

Open deals

Score ↓	Change	Deal	Why it changed	Next step?Kaypo picks the next step from the evidence in your CRM and from what your team did on deals like it that closed won. Open the deal for the reasons and a draft you can send.
98	+5	Bear Creek SupplyMulti-site license	Legal review activity. Vendor form submitted	Answer legal's open question and ask Ben who signs once it clears.28 of 116 wins
98	+9	Oakley's BiscuitsWholesale portal	Vendor form submitted. Security review started	Send Dallas the security packet and offer a call with whoever runs the review.99 of 115 wins
94	+8	Cedar River OutfittersFleet rollout	Third stakeholder added. Next steps agreed	Book the next meeting with Dallas while they are answering fast.
93	+10	Aspen Hollow BuildersEnterprise upgrade	Pricing discussed on a call. Category intent surge	Send Maria two new times and a one-line recap of where you left off.153 of 230 wins
92	+31	Blue Heron DentalSecond location	Security review started. A champion visited your site	Send Tom the security packet and offer a call with whoever runs the review.99 of 115 wins
91	+6	Willow Bend NurseryPlatform license	A champion visited your site. Topic velocity rising	Book the next meeting with Jonathan while they are answering fast.
88	+3	Stony Brook Print ShopSecond location	Third stakeholder added. Meeting attended	Nothing stands out today
88	+7	Pine Hollow BooksTeam plan	Category intent surge. Topic velocity rising	Book the next meeting with Dan while they are answering fast.
87	-1	Tina's CoffeeSecond location	Older activity counts for less each day	Book a call with Luis before the close date to agree what is left.
87	+24	Dallas OutfittersUpgrade to Pro	Pricing discussed on a call. Category intent surge	Book the next meeting with Carly while they are answering fast.
87	-1	Red Rock KitchenTeam plan	Older activity counts for less each day	Nothing stands out today
86	+5	Carly's Print ShopAnnual plan	Third stakeholder added. Meeting attended	Book the next meeting with Brooke while they are answering fast.
86	+15	Cedar River Print ShopUpgrade to Pro	Category intent surge. Topic velocity rising	Book the next meeting with Jim while they are answering fast.
86	+4	Dallas Drum ShopStarter plan	Third stakeholder added. Someone in the buying group visited	Ask Luis one specific question about the pricing, and offer two times to talk.231 of 378 wins
85	+5	Red Rock FlowersTeam plan	Third stakeholder added. Meeting attended	Nothing stands out today
85	+17	Bear Creek OutfittersOnline ordering	Category intent surge. Topic velocity rising	Book the next meeting with Sam while they are answering fast.
85	+17	Stony Brook FitnessRenewal	Category intent surge. Topic velocity rising	Book the next meeting with Erin while they are answering fast.
84	-1	Carly's Auto RepairTeam plan	Older activity counts for less each day	Book the next meeting with Rachel while they are answering fast.
84	-1	Cody's Garden CenterAnnual plan	Older activity counts for less each day	Ask Tom whether the timeline has moved, and update the close date to match.
84	+11	Oakley's BooksAnnual plan	Champion language detected. A champion visited your site	Book the next meeting with Dan while they are answering fast.

20 deals$4.4m on this page