Customer and pilot operations

Track inbound VC leads, qualify paid pilots, create proposal pages, and issue VC admin invites only after agreement and payment gates are satisfied.

Loading inbound leads from Supabase...
New leads ... Loading from inbound_leads
Qualified pilots ... minimum 10 seats
Total leads ... latest 100 records
Auto-replies ... waiting for discovery booking

Inbound leads

Source is the acquisition route, for example sodalice.com pilot request.
Lead Org Source Seats Stage Next action
Jordan Lee
platform@northstar.vc		 Northstar Ventures sodalice.com pilot request 25 reviewing Book discovery
Maya Patel
maya@foundrycap.com		 Foundry Capital partner referral 10 qualified Create proposal
Alex Chen
ops@orbitaccelerator.org		 Orbit Accelerator sodalice.com pilot request 40 needs_info Confirm billing contact

Customer management

Sponsor orgs, contracts, payment gates, and VC admin invite readiness.
Customer Type Stage Seats Agreement Payment Admin invite
Foundry Capital VC proposal_sent 10 sent pending blocked
Northstar Ventures VC discovery 25 not sent not started not ready
Acme Ventures VC active_pilot 25 signed accepted

Customer stages

Stage drives next action and blocks unsafe onboarding.

New

NorthstarAuto-reply sent

Discovery

OrbitNeeds billing contact

Proposal

Foundry10 seats / 60 days

Payment gate

AtlasNet 15 requested

Active

AcmeVC admin accepted

Lead workspace

POC-style command center: stakeholders, milestones, success criteria, and blockers.
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Select a lead

Click a row in Inbound leads.
new
Source
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Seats / timeline
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Auto-reply
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Next action
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Readiness checklist

  • •Waiting for lead data.pending

Mutual action plan

NowSelect a lead to generate the first plan.

Customer notes

Goal
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Notes
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Risk
-

Pilot builder

Minimum pilot size is 10 seats.
VC admin invite stays blocked until agreement is signed and payment is paid, Net terms are approved, or owner override is recorded.

Proposal preview

Foundry Capital x Sodalice Pilot

Scope
10 founder / CXO seats
Duration
60 days
Payment
$5,000, due on signing
Review
Week 6 business review
Visibility
Invite status + aggregate usage only
  • ✓VC can manage roster, invitations, accepted seats, and aggregate usage rollups.
  • ✓VC cannot read private check-ins, notes, support packet content, individual activity detail, or care/PHI data.
  • ✓Calendar auto-reply uses a 30-minute Google Calendar Appointment Schedule link.

Readiness gates

Before VC admin invite
  • ✓Discovery call completed
  • ✓Pilot proposal published
  • !Pilot order form not signed
  • !Payment not confirmed
  • ✓No PHI scope in pilot