CreatiSoul/ Pipeline
AS
Aarav Shah
Account Lead

Good morning, Aarav

Here's how the studio's pipeline is looking today — Thursday, 4 June.

Open pipeline
₹12.4L
▲ 8.2% across 5 active deals
Won this month
₹1.85L
▲ 1 deal Skyline retainer
MRR
₹2.05L
▲ 4.5% recurring retainers
Overdue invoices
₹1.2L
2 invoices needs follow-up
My open deals View pipeline →
AS
Lumen Media — Social + Ads
Lumen Media US · SMM + Meta Ads
$4,500/mo
Negotiation
AS
Skyline — Meta Ads Retainer
Skyline Builders · Meta Ads
₹85,000/mo
Won
DN
Prestige — Website Revamp
Prestige Realty · Web Dev
₹3,20,000
Proposal Sent
KR
Nova — SEO Retainer
Nova Interiors · SEO
₹45,000/mo
Qualified
Recent activityAll
Aarav moved Lumen Media to Negotiation
Today · 9:14 AM
Aarav noted: "Sent revised proposal, awaiting sign-off"
Yesterday · 5:40 PM
Skyline — Meta Ads Retainer marked Won (₹85,000/mo)
2 days ago
Diya emailed proposal to Prestige Realty
2 days ago
Kabir logged a discovery call with GreenLeaf Organics
4 days ago · 32 min

Companies

5 accounts · ₹16.0L total open value across the book

CompanyTypeLifecycleOwnerOpen deal value
Skyline Builders
📍 Mumbai
 Builder Customer
AS
Aarav Shah
 ₹85,000
/mo retainer
Prestige Realty
📍 Bengaluru
 Realtor Customer
DN
Diya Nair
 ₹3,20,000
one-off
Nova Interiors
📍 Pune
 Business Prospect
KR
Kabir Rao
 ₹45,000
/mo retainer
Lumen Media US
📍 Foreign · USD
 Business Qualified
AS
Aarav Shah
 $4,500
/mo retainer
GreenLeaf Organics
📍 Delhi
 Business Lead
DN
Diya Nair
 ₹30,000
/mo retainer

Pipeline

Drag deals across stages to keep the board honest.

Weighted ₹7.9L
Total open ₹12.4L
Lead In1₹30K
GreenLeaf — Google Ads
GreenLeaf Organics
Google Ads
DN
₹30,000/mo● Delhi
Qualified1₹45K
Nova — SEO Retainer
Nova Interiors
SEO
KR
₹45,000/mo● Pune
Proposal Sent1₹3.2L
Prestige — Website Revamp
Prestige Realty
Web Dev
DN
₹3,20,000● one-off
Negotiation1$4.5K
Lumen Media — Social + Ads
Lumen Media US
SMM + Meta Ads
AS
$4,500/mo● USD
Won1₹85K
Skyline — Meta Ads Retainer
Skyline Builders
Meta Ads
AS
₹85,000/moWon
Back to pipeline
Lumen Media US · Foreign · USD

Lumen Media — Social + Ads

Value$4,500/mo
StageNegotiation
OwnerASAarav Shah
Service lineSMM + Meta Ads
AS
Add a note for the Lumen Media deal…
SystemToday · 9:14 AM
Stage moved to Negotiation
Advanced from Proposal Sent after pricing feedback.
ASby Aarav Shah
NoteYesterday · 5:40 PM
Sent revised proposal, awaiting sign-off
Dropped scope to 12 posts/mo + 2 ad sets to hit their $4.5K budget. Final review with their CMO booked for Friday.
ASAarav Shah
Email2 days ago
Shared case studies
Sent 3 SaaS social + paid case studies. Strong open + 2 reply threads on the Meta retargeting results.
ASAarav Shah
Call4 days ago
Discovery call — 32 min
Walked through current funnel + competitor ads. Pain: thin creative pipeline + flat ROAS. Budget signal: ~$4–5K/mo.
ASAarav Shah
Key facts
Expected close
14 Jun 2026
Currency
USD ($)
Source
Referral — Instagram
Probability
70%
Linked engagement
Meta Ads — retainer
Linked to production platform
↗ Open in production platform
Contacts+ Add
MC
Maya Chen
CMO · primary
DR
Daniel Rivera
Head of Growth

Contacts

Every person across your accounts.

Contacts directory
Coming soon in this design exploration.

Engagements

Active retainers & projects linked to the production platform.

Engagements board
Coming soon in this design exploration.

Invoices

2 overdue · ₹1.2L outstanding.

Invoices ledger
Coming soon in this design exploration.

Settings

Team, pipelines, service lines & integrations.

Workspace settings
Coming soon in this design exploration.