Funnel request checklist
- Primary email and phone number
- Business goal and funnel outcome
- Target buyer profile
- Desired service categories
- Budget range and launch timeline
- Constraints, geography, and notes
Buyer Workspace
AI-guided funnel intake for structured service buying
The buyer flow uses a clean, one-question-at-a-time intake that turns service needs into a milestone-based funnel and a live bidding workflow.
MVP buyer outcomes
- Save a draft request before full submission.
- Trigger ranking after submission.
- Compare providers by fit, proof, and pricing posture.
- Send a hire intent from the recommendation screen.
Persistence mode: Supabase connected
Live Buyer Board
Recent buyer requests now show milestone bids
Create a request, switch to the provider workspace to submit bids, then return here to shortlist, award, or reject bids by milestone.
Live refresh active • last sync 10:34:21 AM
Buyer Request
Build a predictable MSP lead pipeline
SMB founders and operators with 10 to 100 employees
A structured funnel brief for a lead generation and appointment setting project aimed at SMB founders and operators with 10 to 100 employees in North America.
Project healthHealthy build flow
The project is moving through stages without active risk alerts.
Initial Research & Audience Segmentation
in progress
Lead Generation Strategy Development
open for bidding
Appointment Setting Campaign Launch
planned
Pipeline Analysis & Optimization
planned
Stage 1 • Initial Research & Audience Segmentationin progress
Identify key SMB founders and operators in North America with existing outbound motion
This stage is currently being built and delivered.
- Required services: Lead generation
- Deliverables: Research report, Target audience list
- Dependencies: Starts without dependencies
- Incoming bids: 1
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
- Awarded provider: Northstar Revenue Ops
Northstar Revenue Ops
We can take ownership of lead generation for this stage and keep execution aligned to the milestone objective.
30 days • $4,500
Status accepted
Stage 2 • Lead Generation Strategy Developmentopen for bidding
Develop a lead generation strategy targeting identified SMB founders and operators
This stage is open for supplier competition and bid review.
- Required services: Appointment setting
- Deliverables: Lead generation plan, Content assets
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Stage 3 • Appointment Setting Campaign Launchplanned
Launch appointment setting campaign targeting identified SMB founders and operators
This stage is being shaped and queued inside the project funnel.
- Required services: Sales enablement, Call center support
- Deliverables: Campaign report, Appointment scheduling system integration
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Stage 4 • Pipeline Analysis & Optimizationplanned
Analyze and optimize the lead generation pipeline for better performance
This stage is being shaped and queued inside the project funnel.
- Required services: Data analysis, Performance optimization
- Deliverables: Optimized pipeline report, Actionable insights
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Buyer Request
Launch a bookkeeping service
small business owners
A structured funnel brief for a bookkeeping service, targeting small business owners. The process will be broken into practical stages with clear milestones.
Project healthHealthy build flow
The project is moving through stages without active risk alerts.
Initial Lead Generation Campaign
planned
Book Appointment Slots
planned
Bookkeeping Service Setup
planned
Monitor and Adjust Strategy
planned
Stage 1 • Initial Lead Generation Campaignplanned
Launch a lead generation campaign to reach small business owners
This stage is being shaped and queued inside the project funnel.
- Required services: Marketing
- Deliverables: Lead list of potential clients, Campaign report
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Stage 2 • Book Appointment Slotsplanned
Set up appointment slots with interested leads
This stage is being shaped and queued inside the project funnel.
- Required services: Appointment Scheduling
- Deliverables: List of booked appointments, Client feedback report
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Stage 3 • Bookkeeping Service Setupplanned
Prepare and present the bookkeeping service to clients
This stage is being shaped and queued inside the project funnel.
- Required services: Service Presentation
- Deliverables: Client presentation materials, Feedback from initial appointments
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Stage 4 • Monitor and Adjust Strategyplanned
Evaluate the effectiveness of the campaign and adjust strategies as needed
This stage is being shaped and queued inside the project funnel.
- Required services: Strategy Evaluation
- Deliverables: Updated strategy report, Client feedback analysis
- Dependencies: Starts without dependencies
- Incoming bids: 0
- Delivery risk: Not signaled yet
- Progress: No provider progress yet
No bids yet for this milestone.
Buyer Request
Launch a bookkeeping service
small business owners
Launch a bookkeeping service for small business owners using Lead Generation, Appointment Setting.
Project healthHealthy build flow
The project is moving through stages without active risk alerts.
Buyer Request
Launch a bookkeeping service
small business owners
Launch a bookkeeping service for small business owners using Lead Generation, Appointment Setting.
Project healthHealthy build flow
The project is moving through stages without active risk alerts.
Buyer Request
Build a predictable MSP lead pipeline
SMB founders and operators with 10 to 100 employees
Build a predictable MSP lead pipeline for SMB founders and operators with 10 to 100 employees using Lead generation, Appointment setting.
Project healthHealthy build flow
The project is moving through stages without active risk alerts.
Sample Results
What a first recommendation set can look like
The cards below are generated from the same contract used by the mock API route, so we can validate the app and API shape together.
Rank 1
Northstar Revenue Ops
Strong outbound MSP pipeline team with a tight SMB playbook and clean handoff discipline.
Offering Grade AMatch 93$4,500 / month
Rank 2
Signalbook Appointments
Appointment-setting specialists with verticalized call scripts and careful qualification standards.
Offering Grade A-Match 89$3,800 / month
Rank 3
Closing Loop Partners
Fractional closing team for MSP offers that need stronger follow-through after demand capture.
Offering Grade B+Match 85$6,000 / month