Sales Pipeline

Human ↔ Human

Full B2B sales cycle from lead capture through qualification, demo, proposal, negotiation, and close.

6 nodes · 6 edgessales
humansystem
Visual
Lead Capturedsystem

Inbound lead is captured via form, event, or referral and entered into CRM.

sequentialSDR Qualifies Lead
SDR Qualifies Leadhuman

Sales development rep conducts discovery call and scores the lead.

sequentialProduct Demo
Product Demohuman

Account executive delivers tailored product demonstration.

sequentialSend Proposal
Send Proposalhuman

AE prepares and sends a detailed pricing proposal.

sequentialNegotiate Terms
Negotiate Termshuman

AE and prospect negotiate pricing, terms, and contract details.

sequentialClose Deal
conditionalSend Proposal
Close Dealhuman

Contract signed, deal marked as closed-won in CRM.

uc-sales-pipeline.osop.yaml
osop_version: "1.0"
id: "sales-pipeline"
name: "Sales Pipeline"
description: "Full B2B sales cycle from lead capture through qualification, demo, proposal, negotiation, and close."

nodes:
  - id: "lead_captured"
    type: "system"
    subtype: "action"
    name: "Lead Captured"
    description: "Inbound lead is captured via form, event, or referral and entered into CRM."

  - id: "sdr_qualify"
    type: "human"
    subtype: "input"
    name: "SDR Qualifies Lead"
    description: "Sales development rep conducts discovery call and scores the lead."

  - id: "demo"
    type: "human"
    subtype: "input"
    name: "Product Demo"
    description: "Account executive delivers tailored product demonstration."

  - id: "proposal"
    type: "human"
    subtype: "input"
    name: "Send Proposal"
    description: "AE prepares and sends a detailed pricing proposal."

  - id: "negotiate"
    type: "human"
    subtype: "input"
    name: "Negotiate Terms"
    description: "AE and prospect negotiate pricing, terms, and contract details."

  - id: "close"
    type: "human"
    subtype: "review"
    name: "Close Deal"
    description: "Contract signed, deal marked as closed-won in CRM."

edges:
  - from: "lead_captured"
    to: "sdr_qualify"
    mode: "sequential"
  - from: "sdr_qualify"
    to: "demo"
    mode: "sequential"
  - from: "demo"
    to: "proposal"
    mode: "sequential"
  - from: "proposal"
    to: "negotiate"
    mode: "sequential"
  - from: "negotiate"
    to: "close"
    mode: "sequential"
  - from: "negotiate"
    to: "proposal"
    mode: "conditional"
    when: "status == 'revision_requested'"
    label: "Proposal revision needed"