Leads & Sales
How high-value opportunities are generated, qualified, and converted into partners.
From trigger to completion handoff
Primary unit economics indicator
✓ Delegated to Sarah Chen
🎯 Process Purpose
Predictably generate and convert high-fit client engagements while minimizing non-value qualification time.
📥 Process Inputs
Target accounts, inbound inquiries, referral introductions, website signals.
📤 Process Outputs
Signed contracts, defined engagement scope, deposit confirmation, onboarding kickoff trigger.
Step-by-Step Workflow Visualizer
Process Steps Flow(5 total steps)
Click any step to inspect checkpoints, tools, and AI opportunities.
Inbound Signal & Ingestion
Capture inbound lead submissions and enriched firmographic profile data.
AI Lead Scoring & Context Prep
Autonomous evaluation of ICP fit, operational maturity indicators, and context summary generation.
Automated ICP Evaluation & Dossier
Discovery & Bottleneck Assessment
Structured 30-minute diagnosis of current operational friction, systems sprawl, and target outcomes.
Architecture & Solution Proposal
Synthesize discovery findings into an interactive MARS-OS solution blueprint and commercial terms.
Structured Proposal Assembly
Contract Execution & Deposit Kickoff
Countersign agreement, verify initial retainer deposit, and trigger automated client onboarding workflow.
Lead data must be typed and validated at ingestion. Messy unstructured records cause autonomous agent scoring to hallucinate.