The Sales Manager · Stage 3: Sale
From the first quote to the signed contract to the day the work starts — one pipeline, shared with your whole team.
Sound familiar?
I sent the quote. Never heard back.
I don't know which deals are actually still warm.
By the time I follow up, the client already went with someone else.
I'm not sure what to say when a client pushes back on price.
I can't tell what's happening across my deals without texting five people.
Nobody but me knows what we actually agreed to on half these jobs.
How it works
Every proposal you send gets a clock. TIM knows how long it's been sitting and how that compares to your close pattern.
Before a deal goes cold, TIM surfaces it — with a suggested message and timing that matches how your market actually responds.
Objection language that works in your market is ready when you need it. You close. TIM remembers.
One board, every deal
Every deal your business is working — from the first conversation to the signature — lives in one place. Not a notebook, not a phone, not whatever the last person who touched it remembers.
23
Total Deals
$556,320
Pipeline Value
19
Open
4
Won
One row per deal, every detail attached
Contact, project, value, stage, source, type, probability, close date — all on the same line, not scattered across texts and a notebook.
Table or board view, same data
Scan it like a spreadsheet or drag it like a board. Switch any time — nothing gets re-entered either way.
Filter from any angle
By stage, type, source, contact, team member, probability, or status. Find the three deals that matter in seconds, not by scrolling.
The totals up top, always current
Pipeline value, what's open, what's won, what's lost — the numbers that tell you if the month is actually going well, before you ask anyone.
Nothing lives only in your head
Every person working that account — the one who took the first call, the one scheduling the crew, the one chasing the paperwork — writes on the same deal, in the same place. TIM is on that thread too, logging what happened and flagging what still needs an answer.
If the person who closed the deal is out sick the week it starts, the deal doesn't stall. Everything anyone needs to know is already written down, in one place, by the people who actually said it.
Won stops the clock. Delivered starts it.
The moment a deal is marked Won, it becomes a project — the same record, carried forward. The scope you agreed to, the price you quoted, every note on that thread: all of it is already there. Nobody opens a second system and starts typing it in again.
That is what actually shortens the distance between a signature and a paid, delivered job. For the full playbook on how to run the sales conversation that gets you to that signature — see how to close high-ticket deals without losing what you promised →
Set up your way
No two high-ticket service businesses sell the same way, so the pipeline isn't locked to one template. A typical setup looks something like this — but every stage name, deal type, and lead source can be renamed, reordered, or added to match how your business actually closes work.
Check in from wherever you already are
You don't have to log into anything to check on the pipeline. Ask your everyday digital assistant how a specific deal is moving, what's still open this month, or what's been sitting too long — and get a straight answer, pulled from the same board your whole team works from.
No. TIM tracks the pipeline, flags what's going stale, and drafts the follow-up — you have the actual sales conversation. It's the tracking and timing that disappears, not your relationship with the client.
It's based on how long a quote has been open compared to your typical close timeline, plus signals like whether the client opened or engaged with the proposal.
TIM surfaces objection-handling language that reflects how deals actually close in your market — not generic sales scripts.
TIM flags them before they're lost, instead of letting them sit until you happen to notice.
It converts directly into a project — same record, same client history, same numbers. Nobody re-enters the scope, the price, or what was promised. The team delivering the work picks up exactly where the deal left off.
Yes. Everyone working that account — the person who ran the sales call, the person scheduling the crew, TIM itself — writes on the same thread for that deal. Anyone can catch up without a phone call.
No. Stage names, deal types, and lead sources are all set up to match how your business actually sells — not a fixed template. Rename, reorder, or add stages any time.
Both, and you can switch between them any time. Total deals, pipeline value, what's open, what's won, and what's lost stay visible at the top no matter which view you're in.
Yes. Ask your everyday digital assistant how a specific deal is moving or what's been sitting too long, and get an answer pulled from the same board your team works from.
Apply to work with TIM. We review every business before we bring them on.