Business Development
Pipeline Framework
Click any card to open its One-Page Plan
Pipeline Stages
Lead Gen
6 steps
Research
Prospect ID & ICP mapping
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Cold Outreach
Initial contact strategy
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TIMs List
Target & ideal match tracking
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Events
Conference & networking pipeline
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Referrals
Partner & client referral system
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Existing Relationships
Re-engage & expand network
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Qualify / Grade
5 criteria
Industry / Project Type
Sector fit & classification
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Size
Company & deal size scoring
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Financial Backing
Funding status & budget
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Need / Driver
Core pain point & urgency
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Timing
Decision timeline & readiness
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Outreach
6 channels
Call
Phone outreach scripts & cadence
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Email
Email sequences & templates
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Text / SMS
SMS touchpoint strategy
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Event Invite
In-person & virtual invitations
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Drop-In
Unscheduled in-person visits
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Project Tour
Site & portfolio walk-through
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Close
2 paths
Pursue
Active deal advancement & proposal strategy
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Nurture
Long-term relationship maintenance plan
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Supporting Function
Marketing
Email Campaign
Drip sequences & broadcast strategy
SEC, Ads & In-bound
Paid media & inbound lead capture
Signals
Behavioral triggers: job changes, funding, web intent
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Objective
Target Audience
Key Actions / Tactics
Messaging / Talking Points
Success Metric / KPI
Owner / DRI
Notes