Virtual closeCleared legal?Order received?Partner order received?
7 · Like
→ Go-live validated, then value proven
Go-live approved?Final review accepted?Scale-out: proceed?What happens automatically:Whitespace Expansion Lead spawnedProject Expansion Lead spawned
8 · Share
→ References and advocacy
Reference permission?References and referrals?
9 · Love
→ Nurture or dormant
Risk readLifecycle returns to Sales: nurture or dormant?What happens automatically:Renewal flow consumes risk and success signals
Automation may create an MQL, never an Opportunity. Promotion to sales-qualified is always a human judgement call – automation that manufactures qualified pipeline manufactures unearned forecast. Steps complete only when a properly linked CRM activity completes; none can be ticked by hand.