Sales Pipeline
Prescriber outreach from first contact to recurring referrer
Ask Copilot:
Move deals as relationships grow
Use the arrows on each card to advance or pull back a deal. The goal: turn a lead into a recurring referrer sending steady compounding scripts.
Open deals
8
Pipeline / mo
$15,100
Est. monthly value
Recurring / mo
$7,200
Won & steady
Win rate
38%
Lead → recurring
Lead
2 · $4,200
Dr. James Whitfield
Music City Pain
$1,800/moM. Ruiz
Send intro packet + topical pain menu
Dr. Victor Nunez
Renew Longevity
$2,400/moM. Ruiz
Qualify volume; book lunch-and-learn
Intro / Demo
2 · $2,400
Dr. Priya Nair
Eastside Aesthetics
$1,500/moM. Ruiz
Demo derm formulary; share tret/niacinamide
Dr. Marcus Bell
Little Sprouts Peds
$900/moM. Ruiz
Pediatric flavoring + dosing samples
First Script
1 · $1,300
Dr. Aisha Rahman
Glow Dermatology
$1,300/moJ. Park
Follow up on first 3 scripts; collect feedback
Recurring Referrer
3 · $7,200
Dr. Hannah Cole
Cedar Grove Wellness
$2,100/moJ. Park
Set up autoship; quarterly business review
Dr. Elena Sokolova
Desert Endocrine
$3,200/moJ. Park
Expand to second provider in practice
Dr. Grace Kim
Lotus Women's Care
$1,900/moJ. Park
Add BHRT pellet protocol