How to use Helix
Follow this path when working a business from raw prospect through sale, delivery, invoice, and customer review.
1Start in PoolFind raw companies worth pursuing.
Filter by city, industry, ratings, review count, and AI opportunity scores.
Inspect the company record before spending time on it.
Grab the company when it is worth active follow-up.
2Convert to LeadTurn a grabbed company into a working lead.
Confirm primary contact, email, phone, website, and preferred channel.
Capture pain points, product fit, source, owner, and next action.
Use the lead detail page as the prep sheet before outreach.
3Attach CampaignGroup leads into an outreach motion.
Choose the offer: Inbound Voice Agents, Speed to Lead, or Lead Reactivation.
Set campaign stages and sequence rules.
Track replies, touches, health, and conversion.
4Work PipelineMove active opportunities from first touch to won or lost.
Move cards across Lead, Qualified, Booked, Proposal, Won, or Lost.
Every move should eventually create an activity and audit event.
Use the lead detail page before calls and follow-ups.
5ProposalGenerate and send the commercial offer.
Select product, tier, setup fee, MRR, and customer contact.
Send through the approved email path once wired.
Track sent, accepted, declined, and reason.
6Close WonCreate the internal deal and delivery project.
Confirm product, pricing, term, and owner.
Spawn the delivery playbook and internal tasks.
Publish customer-safe project state to PortalForge.
7DeliverRun the implementation and customer communication.
Work playbook tasks and milestones.
Expose timeline, deliverables, calls, messages, and invoice state in PortalForge.
Use Automation Health Monitor and Agent Debugger when production workflows are live.
8Invoice and ReportKeep money and customer value visible.
Sync QuickBooks invoice and payment status.
Track setup revenue, MRR, and customer status.
Generate internal reports and customer-safe QBR output.