BOS Prime

Universal Business Operating System

Market
20
Active Records
Sell
193
Active Records
Agree
2
Active Records
Onboard
0
Active Records
Plan
0
Active Records
Produce
4
Active Records
Review
24
Active Records
Deliver
0
Active Records
Support
2
Active Records
Renew
2
Active Records

Lifecycle

1 Market 20
5 workflow states
CAPTURED → RESEARCH → ENGAGE → QUALIFY → READY FOR SELL
2 Sell 193
5 workflow states
DISCOVERY → FIT CHECK → SOLUTION DESIGN → PROPOSAL → READY FOR AGREE
3 Agree 2
5 workflow states
QUOTE → SCOPE CONFIRM → CONTRACT → INVOICE / PAYMENT → READY TO ONBOARD
4 Onboard 0
5 workflow states
NEW CLIENT → CLIENT PROFILE → DOCUMENTS / ACCESS → KICKOFF → READY TO PLAN
5 Plan 0
6 workflow states
INBOX → DISCOVERY → PROJECT DESIGN → TASK BREAKDOWN → RESOURCE ASSIGNMENT → READY FOR PRODUCTION
6 Produce 4
6 workflow states
READY TO START → IN PROGRESS → BLOCKED → BUILD COMPLETE → PACKAGE DELIVERABLE → READY FOR REVIEW
7 Review 24
6 workflow states
AWAITING REVIEW → QA CHECKLIST → ISSUES FOUND → REVISION → APPROVAL → READY TO DELIVER
8 Deliver 0
6 workflow states
READY TO HANDOFF → PACKAGE HANDOFF → CLIENT REVIEW → ACCEPTANCE → LAUNCH / CLOSEOUT → READY FOR SUPPORT
9 Support 2
6 workflow states
INTAKE → TRIAGE → IN PROGRESS → MAINTENANCE → CLIENT CHECK-IN → READY TO RENEW
10 Renew 2
6 workflow states
RENEWAL DUE → VALUE RECAP → NEXT OFFER → CLIENT DECISION → CONTINUE / EXPAND → REFERRAL / OFFBOARD