Product · Sales

The pipeline is the product.

Every lead in Groundwork moves through stages you configure — Intake, Agreement, Discovery, Budget, Decision, Presentation, Won, On Hold. Every stage has a follow-up rhythm, checklists, scripts, and pricing tools attached.

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Pipeline

A stage system that matches how you actually sell.

Groundwork ships with a service-business-tuned pipeline. Change the stages, change the checklists, change the templates — but do not start from an empty grid.

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Multi-stage pipelineIntake → Agreement → Discovery → Budget → Decision → Presentation → Won.
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Follow-up rhythmAutomated cadence built into every stage. Overdue is impossible to ignore.
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Stage checklistsDiscovery cannot advance without discovery being done. Same for budget.
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Kanban + list + calendar viewsWhichever way your reps think about their pipeline.

Pipeline SALES · Q3 2026

Discovery · 8

Julie Grumley

Tree Removal · $8.2k

Vijay Dhulipala

Backyard · $32k

Budget · 4

Nicole Knesley

Pool Coping · $58k

Qualified

T. McDermott

Front Garden · $22k

Decision · 3

S. Lampard

Deck lighting · $18k

Won · 12

R. Aleman

Full landscape · $84k

D. Patel

Hardscape · $52k

Nicole Knesley CLIENT · LORTON VA

Contact

Nicole Knesley

(571) 451-4944

Property

6005 Chapman Rd

Lorton, VA 22079

Opportunities 2 open · 1 won

Pool Coping Replacement · $58,200Budget Qualified

Bi-weekly Maintenance · $340/visitActive

Fall Cleanup 2025 · $1,850Complete

Clients & properties

Every client. Every property. Every service.

Service is inherently place-based. Groundwork models clients, properties, and the services performed on them as first-class objects — with full history, notes, files, and photos.

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ClientsOne record per household or company. Multiple properties attached.
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PropertiesEvery address you have serviced. Notes on soil, access, equipment, dogs.
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OpportunitiesA lead lives on a property. Won deals become jobs. Nothing gets lost.
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Estimates & proposalsAttached to the property. Sent from the deal. Tracked to close.

Sales resources

Answers in hand before the call gets awkward.

Groundwork attaches your sales library to the stage the rep is in. Discovery scripts on discovery calls. Budget conversations on budget calls. Objection handling when someone pushes back.