Section 5 · Reactivate Old Leads Now

5.3Proposal graveyard mining

Designed for Phase 2

No.: 5.3
DMA's reference: Decision Book p.16
Phase: Phase 2
Autonomy: L1 · Recommend
DMA's decision: Yes

What DMA asked for · Decision Book p.16

Search old proposals where DMA invested strategy time but never closed.

Why it matters to DMA: It recovers value from work DMA already paid for.

In our words, from DMA's Product Decision Book v3, page 16.

How we do it

DMA's book schedules this for Phase 2, after old proposals can be extracted (section 20).
The design reads DMA's old proposal documents, links each to its Nutshell deal, and surfaces the ones that were never closed, with what was proposed and the value, as a reactivation segment.

Already in place

"Proposal stage reached" is already a scoring reason for deals that got to that stage.
Contract and proposal documents can already be added to the knowledge store and searched with citations (owner and president only).
New proposals are stored with their lines, sections and PDF.

What the later phase adds

Extraction of old proposal documents and linking them to deals.
A "proposal graveyard" segment in the reactivation list.

The flow

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 3

Old proposals

Extracted from DMA's files.

Stored data
Rule in code
Routing
Screen

Where the data goes

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1Proposal files
Source
Old proposals (Phase 2).
2Sync
Copies Nutshell changes into the bridge database
Links them to Nutshell deals.
3Bridge database
A copy of the CRM data, plus what the AI works out
What was proposed, and the value.
4AI
Claude models, only through DMA's own gateway
Reads the proposals.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Not involved until outreach.
6Nutshell
The system of record
The deal gains the proposal's details.

The tables behind it

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
ai.proposals	Proposals made in the system today (lines, totals, PDF); old ones would be linked the same way.	36

How the tables connect (2)

Column	Points to	Kept by
ai.proposals.supersedes_id	ai.proposals	The database (foreign key)
ai.proposals.approval_id	ctrl.approvals	The database (foreign key)

Worked example

Synthetic demo data: every name, business and number is made up.

Designed output (synthetic).

A proposal from the graveyard

Proposal: Local SEO for 5 clinics, March 2024, $60,000 a year
Deal: Lost: "not this year"
Why now: A new budget year has started

In the running POC

There is no screen for this one yet: it is designed for Phase 2, as DMA's book decides. The parts listed under “Already in place” run in the POC today.

Status

Designed for Phase 2

Designed for Phase 2. DMA's book schedules this for Phase 2. The design is ready and builds on parts that already run in the POC.