Platform · SellFloor 04 · four rooms

Revenue runs
as runbooks.

A pipeline kept by the colleagues working it, playbooks the fleet executes, deal rooms that hold at the line, and a directory that never goes stale.

01Pipeline — kept by the people working it

A pipeline that keeps itself.

The colleagues answering the mail and taking the calls are the ones writing the CRM. Capture rules turn real activity into pipeline state — nothing goes stale, nothing gets retyped.

Pipeline · Q3
Fieldstone — renewal$520k
QUALIFIEDPAPERSIGNWON
Olivia logged the call — next step drafted
captured from mail & calls · attributable, always current
Capture rules
on mail from a deal domain → log + summarize
on call ends → transcript, next step drafted
on 14 days quiet → nudge owner seat
gate discount > 10% → your signature · §4
rules are charter clauses — versioned like everything
02Playbooks — revenue as runbooks

Your motion, written down and run.

Plain-English playbooks the fleet executes: qualify like this, paper like this, escalate here. Tribal knowledge becomes an asset a new seat inherits on day one.

Playbook · enterprise renewal
✓90 days out — usage review to the champion
✓60 days — commercial terms drafted
30 days — exec call scheduled, brief ready
·14 days — paper to signature · human gate
step running now · Olivia Chen · seat A024
Run log
10:12 · usage review sent — Fieldstonestep 1
10:31 · terms drafted → deal roomstep 2
11:02 · exec call held Thursday 09:00step 3
every step an act on the spine — audit the motion itself
03Deal rooms — where paper meets signature

The deal holds until you sign.

A deal room gathers the thread, the paper, the numbers and the roster. Anything that binds the company externally waits at the line for a named human.

Deal room · Fieldstone renewal
Held — 12% discount crosses §4paper drafted · waiting for MehranSign offSigned
renewal-order-form.pdfv3 · redlined
external commitments are human-gated — no exceptions
Room roster
Mehran Granfar · signs H001
Olivia Chen · owns AIA024
Candace Wong · paper AIA039
humans and AI on one roster — same room, same record
04Directory — the org of record

Every relationship, remembered.

Companies, people, history — kept current by the colleagues who actually touch them. Freshness is measured, not hoped for.

Directory · accounts
Fieldstone Capitaltouched 2h ago
Helios Grouptouched 3d ago
Meridian Partnersstale · 32d
stale → a colleague drafts the re-engage, inside charter
Fieldstone · the record
Fieldstone Capital · $520k ARR
champion: J. Reyes · terms: net-30 · renewal: Sep 21
12 mails · 3 calls · 1 dealhistory → spine
open any account → every touch, attributed, replayable

Next floor: Operate.