Module 03 · revenue · CRM-liteWho's paying, who could pay
A small, real CRM — not Salesforce. Three rows per row: who they are, what stage they're at, what the next action is. If a row sits with no action for 30 days, it goes cold.
Active clients
| Client | Engagement | Value | Stage | Next action |
|---|---|---|---|---|
| Bergeron Group Nancy + Mark · KW Hot Springs |
3 sites — thebergerongroup.com, lakehamiltonhomesforsale.com, retirehotsprings.com | retainer | ACTIVE | Quarterly competitive analysis refresh; never push edits to URLs Nancy reviews |
| DJ Weems Cedar Creek |
$300/mo conditional — current spec: tents | $300/mo | CONDITIONAL | Verify month's work shipped before paying |
Warm leads
| Person | Possible scope | Est. | Stage | Next action |
|---|---|---|---|---|
| Anil Pattni | Land JV — 183 Clover Rd anchor pitch | $70-95K offer | QUOTED | Decision pending — see land-183-clover-anchor memory |
| Sam Pines / Pine Street Tech | Cottage tenant lease drafted 2026-05-01 + potential telecom vendor | tbd | PENDING | Verify if same person as Chris Johnson signup or separate |
| Jim's Appliance | $370 split-proposal · text drafted 2026-05-12 | $370 | SENT | Follow up if no reply by 2026-05-19 |
Productized prospects (Claude skills)
| Offer | Who it's for | Price | Status | Next action |
|---|---|---|---|---|
| Claude Code audit (½ day) | SMB devs / consultancies new to Claude | $1,500 | DRAFT | Ship /skills/ page · post on LinkedIn |
| Skills + hooks setup (1 wk) | Solo founders w/ existing repo | $4,500 | DRAFT | Write case study from own ATX TV / firth.com builds |
| Embedded fractional (1 mo) | Agency wanting Claude playbook | $12,000 | DRAFT | Need 1 testimonial first |
Closed-lost / cold
Add rows here as leads go cold so you remember not to re-pitch the same way.
Pipeline math
Active monthly recurring: Bergeron retainer + $300 DJ Weems conditional + rentals (see /renters/)
One-shot potential this quarter: $1,500–$12,000 if /skills/ launches and converts 1 customer
Bottleneck: No public offer page exists yet for Claude skills. Until then, all that pipeline is theoretical.