Sales Pipeline
Human ↔ HumanFull B2B sales cycle from lead capture through qualification, demo, proposal, negotiation, and close.
6 nodes · 6 edgessales
humansystem
Visual
Lead Capturedsystem
Inbound lead is captured via form, event, or referral and entered into CRM.
↓sequential→ SDR Qualifies Lead
SDR Qualifies Leadhuman
Sales development rep conducts discovery call and scores the lead.
↓sequential→ Product Demo
Product Demohuman
Account executive delivers tailored product demonstration.
↓sequential→ Send Proposal
Send Proposalhuman
AE prepares and sends a detailed pricing proposal.
↓sequential→ Negotiate Terms
Negotiate Termshuman
AE and prospect negotiate pricing, terms, and contract details.
↓sequential→ Close Deal
↓conditional→ Send Proposal
Close Dealhuman
Contract signed, deal marked as closed-won in CRM.
uc-sales-pipeline.osop.yaml
osop_version: "1.0"
id: "sales-pipeline"
name: "Sales Pipeline"
description: "Full B2B sales cycle from lead capture through qualification, demo, proposal, negotiation, and close."
nodes:
- id: "lead_captured"
type: "system"
subtype: "action"
name: "Lead Captured"
description: "Inbound lead is captured via form, event, or referral and entered into CRM."
- id: "sdr_qualify"
type: "human"
subtype: "input"
name: "SDR Qualifies Lead"
description: "Sales development rep conducts discovery call and scores the lead."
- id: "demo"
type: "human"
subtype: "input"
name: "Product Demo"
description: "Account executive delivers tailored product demonstration."
- id: "proposal"
type: "human"
subtype: "input"
name: "Send Proposal"
description: "AE prepares and sends a detailed pricing proposal."
- id: "negotiate"
type: "human"
subtype: "input"
name: "Negotiate Terms"
description: "AE and prospect negotiate pricing, terms, and contract details."
- id: "close"
type: "human"
subtype: "review"
name: "Close Deal"
description: "Contract signed, deal marked as closed-won in CRM."
edges:
- from: "lead_captured"
to: "sdr_qualify"
mode: "sequential"
- from: "sdr_qualify"
to: "demo"
mode: "sequential"
- from: "demo"
to: "proposal"
mode: "sequential"
- from: "proposal"
to: "negotiate"
mode: "sequential"
- from: "negotiate"
to: "close"
mode: "sequential"
- from: "negotiate"
to: "proposal"
mode: "conditional"
when: "status == 'revision_requested'"
label: "Proposal revision needed"