Good afternoon, Liz.
Here is the health of the BD cycle and what needs your attention today.
Ask Florence
Human review is required before client-facing communication is sent.
Try the Northbank interactive proposal exampleThis prototype runs the Northbank example only. Do not enter real client information.
Volta Dashboard
Team view · Year to date, 1 January to 19 October 2026
Metric definition
Qualified CRM lead records created during the selected period. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Potential value of open opportunities, excluding won, lost and contracted delivery. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Potential value at Proposal and Presentation stages. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Proposals formally issued during the selected period. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Contracted value of live delivery projects. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Projects completed during the selected period. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Won opportunities divided by closed opportunities. Metric definition to be confirmed as part of CRM and MEL configuration.
Metric definition
Projects in active delivery on the last day of the selected period. Metric definition to be confirmed as part of CRM and MEL configuration.
Activity totals follow the period. Open pipeline and active delivery are snapshots at the period end, so periods ending on the same date share those values.
BD cycle at a glance
Team view · Year to date. Full fictional reporting snapshot; attention counts are part of the stage total, not additional records.
Pipeline value by BD cycle stage
Open pipeline £1.24m. Delivery below is contracted and excluded from this total.
BD movement over time
Team view · Year to date · Leads generated
Illustrative trend. Pipeline values are snapshots, not cumulative income.
Today’s priorities
Florence’s observations
86 qualified leads were generated in this period. Review the opportunities without a confirmed next step.
£486k is at Proposal or Presentation stage. Check decisions and follow-ups with the named owners.
14 active projects have £372k in contracted value. Delivery is separate from the open pipeline.
This week
Tuesday, 20 October
Northbank solution-shaping call
Liz · Discovery meeting
Wednesday, 21 October
Initial Northbank outline due
Liz · Proposal preparation
Friday, 23 October
Harbour Health contracting review
Liv · Contracting deadline
1 January to 19 October 2026
12 of 12 representative fictional records. This sample is not the full reporting dataset. Historical dashboards show illustrative snapshots; these cards show the current example records.
Lead generation
2Discovery
2Proposal
2Presentation
2Contracting
2Delivery & repeat
2Opportunity and delivery values are separate. Board cards are examples, not a complete CRM export.
Northbank Group · Leadership Development 2027
Awaiting human reviewAsk Florence
This demonstration uses the Northbank scenario and supplied source notes. It does not run a language model.
Human review is required before client-facing communication is sent.
Source notes
Northbank Group is reviewing its leadership development offer for 2027. Priya Shah, People Director, wants a more memorable alternative to conventional management training. They have a leadership conference in late January. Budget is not yet confirmed. The likely decision group includes Priya, the COO and two divisional MDs. They asked for examples of how Volta uses arts-based practice with senior teams. They would like an initial outline by 21 October.
Fictional discovery-call note supplied in the prototype brief.
Florence prepares. People edit, confirm and approve.
Prepared by Florence for the BD team meeting, week commencing 19 October 2026.
Pipeline overview
Open pipeline
£1.24m
Weighted pipeline
£608k
No confirmed next step
2 sample exceptions
At risk
1 sample record
Open pipeline is up £60k against the previous weekly snapshot. Prototype stage weights are 10%, 25%, 55%, 75% and 90%; contracted delivery is excluded. These weights need agreement before operational use.
| BD stage | Records | Value | Basis |
|---|---|---|---|
| Lead generation | 24 | £220k | Potential |
| Discovery | 18 | £318k | Potential |
| Proposal | 9 | £264k | Potential |
| Presentation | 5 | £222k | Potential |
| Contracting | 3 | £216k | Potential |
| Delivery & repeat | 14 | £372k | Contracted, excluded from open pipeline |
Movement this week
New qualified leads
3
Discovery meetings
2
Proposals issued
1
Presentations delivered
1
Contracts advanced
1
Wins
1
Losses
3
Follow-on signals
2
One win out of four closed opportunities is a 25% conversion rate for this week. These are fictional summary totals, not the sample-card count.
Priority opportunities
Exceptions to discuss
Westmoor Trust needs a confirmed discovery response.
Jonty · At risk · Client request unanswered
Northbank’s budget and decision process are missing.
Liz · Confirm before commercial positioning
Hartwell’s proposal needs feedback and a next-step decision.
Ally · Review follow-up and resourcing
Kingswell’s procurement timetable needs clarification.
Liz · Contracting delay
Upcoming activity
20 October 2026
Northbank solution-shaping call
Owner Liz
21 October 2026
Northbank initial outline
Owner Liz
23 October 2026
Harbour Health contracting review
Owner Liv
Source and conversion insight
In this example, four of eight direct introductions progressed to discovery, compared with three of twelve general outbound approaches.
50% compared with 25%. A small fictional sample, not evidence of a lasting channel advantage.
Repeat business
Alder & Finch and Larch Consulting have active delivery work. Review renewal timing and permission for a case-study conversation with their relationship owners.
Agree the next relationship step. Do not assume permission to publish client proof.
Agenda for discussion
- Where do we need senior support?
- Which opportunities have no confirmed next step?
- Which proposals need a decision or resource commitment?
- Which relationships need reactivation?
- What have we learned from conversion and outreach activity?
Grounded in approved material
Florence uses approved sources to ground drafts and recommendations.
This library demonstrates the source controls. The records below contain fictional metadata, not connected RLF Volta documents. Actual case studies, rates, contracts and approved modules need to be supplied before operational use.
8 example source records
| Material | Content owner | Last reviewed | Status | Relevant stage |
|---|---|---|---|---|
| Liz | 12 October 2026 | Awaiting human review | All stages | |
| Zoe | 12 October 2026 | Approved | Discovery | |
| Liv | 12 October 2026 | Approved | Proposal | |
| Ally | 12 October 2026 | Awaiting human review | Contracting | |
| Liz | 12 October 2026 | Approved | All stages | |
| Zoe | 12 October 2026 | Approved | Discovery | |
| Liv | 12 October 2026 | Awaiting human review | Proposal | |
| Ally | 12 October 2026 | Approved | Contracting |
Only approved, permitted sources should support client-facing drafts. Commercial and contractual decisions remain with people.
Prototype boundaries
- Data
- Fictional records in PloyDB
- User changes
- This browser session only, reset on refresh
- CRM connection
- Not connected. Updates are simulated.
- AI generation
- Scripted Northbank example, no live model
- Email sending
- Disabled. Approval requests are simulated.
- Access controls
- Not implemented. Do not enter real client information.
Deployment concept
The brief identifies two possible environments. Select one to compare the intended controls. Neither is provisioned by this prototype.
Selected concept: cloud. This selection does not change hosting or security.
Human responsibility
Florence can prepare
- Drafts and structured intelligence.
- Recommendations and missing-information prompts.
- CRM updates for human review.
People must approve
- Client-facing communication and material CRM updates.
- Commercial positioning, pricing and commitments.
- Contractual content and ambiguous record matches.
The prototype illustrates the process. It does not establish operational security, authentication or compliance.