Wellness One / Journey Journey
Open closer desk AI active

Sales intelligence

Who is ready to buy?

See new lead flow, commercial quality, buying readiness and the exact blocker stopping each opportunity.

19 deals in the estate · 15 open · 2 won · 2 lost

Leads arrived today00 this UK week
Open opportunities1511 commercially graded
CRM score snapshots13%Provenance and scorer version import pending
Ready for Tony3Evidence-backed priority packets

Commercial quality

Priority, High, Commercial, Standard and Low

The live engine score uses PropertyData, product, budget and timing to write these grades. The buyer-readiness bands below are a separate CRM layer answering who is ready to buy now.

Buyer identification every open deal banded by how close it is

10 Long tail AI nurtures — no human touch 67% 2 Serious Elevated signals, AI still holds 13% 3 Ready candidate Testing buy-today rules 20% 3 Hard keep — buy today Recent quote and talking back. The only deals a human is given; a band on its own never qualifies. 20%
3 ready-to-buy packets waiting Each carries why now, the evidence and the next ask. Open Tony's desk →

Closer desk 3 ready to buy

Deposit open — Tony closes

  • Deposit open
  • Recent quotation
  • Two-way engagement

Call — confirm deposit and book install

Deposit open — Tony closes

  • Deposit open
  • Recent quotation
  • Two-way engagement

Call — confirm deposit and book install

Why the rest are not ready biggest blocker first — this is where AI works

Grade H 4 deals Clear

BuyerGradeScoreStageReadinessBlocker
Clara Whitfield H New Long tail Never replied
Elena Voss H Deposit Ready candidate Mid-conversation
Owen Blake H Quoted Serious Quote sent, silence
Priya Nair H Working Long tail Never replied

New 6 in the lane · Just arrived — AI opens the conversation · 2 shown as a sample, never the pile

In the lane
6
Serious
0
Ready candidate
0
Priority or High
2
Paused by Tony
0
Junk hidden
4

A sample, not a queue. Open the band to see more.

Working 4 in the lane · AI nurtures every one, no human touch · 4 shown as a sample, never the pile

In the lane
4
Serious
0
Ready candidate
0
Priority or High
1
Paused by Tony
1
Junk hidden
0

A sample, not a queue. Open the band to see more.

The sales journey J1–J9 · how far each buyer has travelled, and what AI does next · AI runs J1–J6, packets built at J6, a closer takes J7, won→factory at J8

  1. J1 Enquiry in They asked. Nobody has replied yet. E1 Brochure — welcome and send the brochure 0 0% AI
  2. J2 Contacted We have reached out. No answer yet. E2 Heat hold, then E3 Venues — earn a first reply 9 47% AI
  3. J3 Engaged They replied — a real two-way conversation. E4 Running costs — answer what they actually asked 0 0% AI
  4. J4 Qualified We know the product and where it goes. E5 Install, E6 Configurator — firm up the spec 1 5% AI
  5. J5 Quoted A price is on the table. E7 Quote nudge — move the quote, never re-price 2 11% AI
  6. J6 Ready to buy Recent quote and talking back. Packet built here. E8 Soft close, then hand the packet to a closer 1 5% AI
  7. J7 Closer A human is closing it. AI steps back — drafts on request only 2 11% Closer
  8. J8 Won → factory Sold. One event to the factory. Hand off; no nurture on a won deal 2 11% Factory
  9. J9 Install and aftercare Built, installed, looked after. Install tracking, then aftercare 0 0% Factory

2 lost (11%) — stopped, not travelling. A rung is earned by what the buyer did, never by a label someone typed.

Pipeline stages New 6 Working 4 Quoted 3 Deposit 2 Won 2 Lost 2 where a deal sits, not whether they will buy