🔒 PROTOTYPE DEMO · Module 05 · Drag-free kanban — click a deal, toggle Board / Table, try the AI follow-up draft on the stale deal.
Module 05 · CRM
Sales Pipeline
Pipeline value $14,800/mo · Weighted forecast $6,010/mo · 6 open deals · 1 stale >14d
Win rate 62% · avg cycle 24 days · referral-sourced 5 of 6
Inquiry1 · $1,800/mo · 10%
Apex Markets — FSP licence enquiry (South Africa)
South AfricaReferral · Banking Circle intro
$1,800/mo2d in stage
AYAndy Yuclose late Jul
Discovery call2 · $5,800/mo · 25%
Quantix Capital — CySEC CIF application
CyprusFrom meeting · 9 May
$3,800/mo5d in stage
AYAndy Yuclose mid Jul
Sefton & Co — AML programme build (Cyprus)
CyprusNext: scoping call
$2,000/mo8d in stage
LTLawrence Tanclose end Jul
Proposal sent2 · $4,600/mo · 50%
BlueRock FX — Mauritius GBL + AML retainer
MauritiusNext: follow up on proposal
$3,200/mo 14d in stage
AYAndy Yuclose was 20 Jun
Meridian Trade Ltd — marketing review retainer
MultiNext: scope confirmation call
$1,400/mo3d in stage
LTLawrence Tanclose 30 Jun
Engagement letter1 · $2,600/mo · 80%
Northgate Trading — ongoing compliance retainer
UKSent 7 Jun · awaiting signature
$2,600/mo6d in stage
AYAndy Yuclose 18 Jun
Won — June1 · $3,200/mo · 100%
Client N — Mauritius licensing
MauritiusDiscovery → engagement in 3 weeks
$3,200/mo Converted to client →
AYAndy Yuwon 9 May