knowledge/areas/sales-pipeline.md
# Sales Pipeline — LeadsPanther

Last updated: 2026-02-24

> **⚠️ This file is a reference document, NOT a data store.**
> All lead data lives in the **Supabase PostgreSQL database**.
> Use the `supabase-lead-ops` skill and the lead-engine CLI to query/update pipeline data.

## How to Access Pipeline Data

```
set LE=C:/Users/Administrator/.openclaw/workspace/leadspanther-lead-engine

# Full pipeline metrics (text)
npm --prefix $LE run query:pipeline

# JSON output (for programmatic use)
npm --prefix $LE run query:pipeline -- --format json

# Only outreach-ready leads
npm --prefix $LE run query:pipeline -- --ready --verbose

# Last 7 days of leads
npm --prefix $LE run query:pipeline -- --recent 7
```

## Pipeline Stages

- **New** — Lead in DB, `ready_for_outreach = false`
- **Enriched** — Lead has GBP analysis, email, website data
- **Ready for Outreach** — `ready_for_outreach = true` (passed enrichment gates)
- **Synced to HubSpot** — `hubspot_company_id IS NOT NULL`
- **Contacted** — First outreach sent (tracked in HubSpot/conversations table)
- **Responded** — Lead replied (tracked in messages table)
- **Qualified** — Passes Pain + Budget ($5K+) + Access framework
- **Proposal Sent** — Proposal/quote delivered
- **Closed-Won** — Deal signed
- **Closed-Lost** — Deal dead (log reason)

## Database Tables

- **leads** — 737+ leads with 37 columns (GBP data, enrichment, readiness gates, HubSpot sync)
- **lead_assignments** — lead → client exclusive assignment
- **exclusivity_locks** — 90-day address-level exclusivity
- **conversations** / **messages** — communication tracking
- **clients** — customer accounts with tier/caps

## Tracks

### Track 1: Upwork Leads
Tracked manually until Upwork API integration. Use upwork-prospector skill.

### Track 2: DFW Leads
Automated via lead-engine. Google Maps/Places → Supabase → enrichment → HubSpot.
Query: `npm --prefix $LE run query:pipeline -- --ready --verbose`

### Track 3: OpenClaw Setup Leads (Month 2-3)
Future track. Will use same DB infrastructure.