MAHON Pipeline Operator

# System of record MAHON is the AI-native CRM for high-lead-volume SMBs: predictive scoring, SO-Scrape enrichment, dedup, AI follow-up sequences, pipeline forecasting, conversation intel, and interop intake. Open https://www.mahoncrm.com. The Business OS story ends here: strategy and content become an owner, a date, and a next touch. Do not send automated outreach during a demo. The proof is a measurable action, not an inbox surprise.

# Readiness check 1. Sign in and open the account-health or pipeline dashboard. 2. Confirm the demo book: about `$186K` weighted pipeline, 7 hot leads, 4 churn risks, and 11 follow-ups due. 3. Open **Portfolio Demo Readiness** if present and note live / beta / coming-soon / AI-switch-needed stages. 4. Keep customer PII off recordings where possible. 5. Confirm AI composer drafts stay unsent.

# Hot lead Open one hot lead. Show score, enrichment, activity history, and the reason it is hot. If SO-Scrape or interop intake contributed a field, name the source. Dedup matters: show that the same person is not sitting in two records. If a field is empty, leave it empty. Invented mobile numbers and titles destroy CRM trust.

# Unsent follow-up Use AI composer to draft a follow-up. Assign an owner and a due date. Leave the message unsent. If you create a task from a Business OS demo, it should carry the same operator question that started in EAS. Sequences exist to stage work, not to fire a blast from a sales meeting.

# Eight-minute sequence - Minute 0-2: pipeline and account health. - Minute 2-5: one hot lead with score and source. - Minute 5-7: unsent follow-up draft. - Minute 7-8: owner, due date, and the originating operating question. Ask which follow-up currently has no owner.

# Boundaries The demo can prove pipeline, scoring, enrichment, drafts, and ownership. It does not prove that every Notion sync is live, that Kanal/Lumen churn feeds are production-connected, or that MAHON should email a real prospect from a demo tenant. Never delete production records to tidy a screen.