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Lead-to-Cash E2E

Lead converted, deal closed, work delivered, invoice paid, and margin reviewed

A lead came in. Somewhere between there and the invoice, it stalls.

  • Area: Sales & Clients
  • Time savings: Typical run: Weeks to months — runs across the full sales and delivery cycle
  • Try it: "New lead or prospect enters the pipeline — orchestrate the full journey to cash collected"
  • Compounding: Each run refines templates and context — 7 automated steps improve with accumulated data
  • Frequency: Per opportunity
  • Published: 2026-08-01

Inputs

  • 👤 Lead source and initial contact information
  • 📦 Product or service being sold
  • 📋 Deal value estimate
  • 📅 Timeline expectations
  • 📋 Delivery scope (once deal closes)

What BOB does

  1. icp-discovery + lead-qualifier → identify if prospect matches ICP, score with BANT/MEDDIC
  2. Review qualification and decide: pursue, nurture, or disqualify
  3. research-company + prospect-audit → deep prospect research, score company fit
  4. decision-maker-mapper → map buying committee and identify champion
  5. proposal-writer → draft proposal from meeting notes and client intelligence
  6. Review proposal, adjust pricing, send to prospect
  7. create-client → on deal won, set up client workspace with profile, contacts, project folders
  8. invoice-description → generate invoice line items from completed work
  9. Review and send invoice, track payment
  10. ar-followup → follow up on overdue invoices, escalate as needed

Outputs

  • 📊 Lead Scorecard.md
  • 📋 Buying Committee.md
  • 📋 Won Deal Record.md
  • 🏢 Client Workspace
  • 📄 Invoice.pdf
  • 📋 AR Follow-up Log.md