The whole system on one diagram. Click any box for what it means and where it lives.
Read it in four bands. Finding and scoring happens continuously. The Pipeline holds everyone between events. An event pulls from the Pipeline and returns an outcome. Whatever does not convert flows back into the Pipeline rather than being lost.
Every box above opens the same card. Score, RAG bullets and the Angle sit in its header wherever you open it from, so a lead reads identically on Today, in the Pipeline and on an event board.
| Motion | What it is | When |
|---|---|---|
| Farming | Find, verify, score, visit and hand over cards. Grows Ready to invite so there is always a pool. | Continuous, between events |
| Rework | Re-approach everyone who declined or did not attend, with a new date to offer. | The fortnight after each event |
| Band | Screen |
|---|---|
| Find & Enrich | Find & Enrich — three tabs: find, Companies House, score |
| Pipeline | Pipeline — Working pools, and All leads for lookup |
| Pre and post-event boards | Events — open an event |
| Website replies | Advanced → Web Inbox — promote each reply to its lead |
| Tickets | Events — open an event → Ticket run |
| Diary dates and follow-ups | Today |
| How it is going | KPIs — morning by morning, never totalled |
The Business Fix CRM · Process Flow v8.0 · November 2026