This board helps small teams and solo founders manage their entire contact lifecycle, moving each lead through stages from New to Won so nothing falls through the cracks. An AI agent logs interactions and flags leads that have gone cold.
What's Included
- Lifecycle columns: New, Qualified, Nurturing, Proposal, and Won for a clear pipeline at a glance.
- AI nurture agent: Drafts personalized outreach and surfaces contacts that have not been touched in two weeks.
- Contact detail cards: Company, last contact date, deal value, and notes stored on every lead.
- Stage automation: Moving a card to Won DMs the team and posts a celebration in Slack.
How To Use
- Clone the board and import your contacts as cards.
- Tag each lead's stage and add company details.
- Let the AI agent draft outreach and flag quiet leads.
- Move cards forward as deals progress toward Won.
Connect it to your inbox with 100+ integrations, or build a full sales workspace from a prompt with Taskade Genesis.
