{
  "name": "Client Pipeline Bottleneck Finder",
  "url": "https://gozen-ai.com/en/pipeline-bottleneck-finder/",
  "updated": "2026-09-16",
  "purpose": "Diagnose whether a small client pipeline should fix visibility, qualification, proposal readiness, follow-up rhythm, source quality, or system friction first.",
  "privacy_boundary": "Use counts and anonymous labels only. Do not enter client names, emails, phone numbers, contract terms, invoices, passwords, medical details, legal details, private messages, or other sensitive information.",
  "inputs": [
    {
      "field": "new_inquiries",
      "type": "integer",
      "review_window": "weekly"
    },
    {
      "field": "qualified_conversations",
      "type": "integer",
      "review_window": "weekly"
    },
    {
      "field": "proposal_ready_conversations",
      "type": "integer",
      "review_window": "weekly"
    },
    {
      "field": "booked_projects",
      "type": "integer",
      "review_window": "weekly"
    },
    {
      "field": "active_followups_waiting",
      "type": "integer"
    },
    {
      "field": "stuck_items_over_7_days",
      "type": "integer"
    },
    {
      "field": "sources_reviewed",
      "type": "integer"
    },
    {
      "field": "sources_with_clear_quality",
      "type": "integer"
    },
    {
      "field": "review_time_minutes",
      "type": "integer"
    },
    {
      "field": "fields_checked_per_row",
      "type": "integer"
    },
    {
      "field": "stage_clarity",
      "type": "enum",
      "values": ["clear", "some_unclear", "mostly_unclear"]
    },
    {
      "field": "main_pressure_this_week",
      "type": "enum",
      "values": ["visibility", "qualification", "proposal", "followup", "source", "system"]
    }
  ],
  "derived_metrics": [
    {
      "metric": "qualification_rate",
      "formula": "qualified_conversations / new_inquiries"
    },
    {
      "metric": "proposal_ready_rate",
      "formula": "proposal_ready_conversations / qualified_conversations"
    },
    {
      "metric": "booking_rate_from_proposal_ready",
      "formula": "booked_projects / proposal_ready_conversations"
    },
    {
      "metric": "source_clarity_rate",
      "formula": "sources_with_clear_quality / sources_reviewed"
    },
    {
      "metric": "active_pressure",
      "formula": "active_followups_waiting + stuck_items_over_7_days"
    }
  ],
  "bottleneck_scores": [
    {
      "label": "visibility",
      "rule": "Higher when new_inquiries is below 3, moderate when below 6, plus pressure bonus when selected by the user.",
      "first_fix": "Clarify the offer, choose one source, and track new inquiry count before changing software."
    },
    {
      "label": "qualification",
      "rule": "Higher when qualification_rate is low and at least 4 inquiries arrived.",
      "first_fix": "Improve intake questions around scope, timing, budget range, decision owner, and fit."
    },
    {
      "label": "proposal_readiness",
      "rule": "Higher when proposal_ready_rate is low among qualified conversations.",
      "first_fix": "Use a proposal readiness checklist and ask one missing clarification question."
    },
    {
      "label": "followup_rhythm",
      "rule": "Higher when active follow-ups, stuck items, or unclear stages are high.",
      "first_fix": "Give every active row a next action type and next action date."
    },
    {
      "label": "source_quality",
      "rule": "Higher when source_clarity_rate is low or no source has been reviewed.",
      "first_fix": "Score sources by fit, urgency, trust, clarity, effort, and repeatability."
    },
    {
      "label": "system_friction",
      "rule": "Higher when review time exceeds 15 minutes, fields checked exceed 7, or stages are unclear.",
      "first_fix": "Reduce fields, simplify stage names, or test a narrow CRM only after repeated friction."
    }
  ],
  "related_pages": [
    "https://gozen-ai.com/en/weekly-client-pipeline-review/",
    "https://gozen-ai.com/en/gozen-client-pipeline-metrics/",
    "https://gozen-ai.com/en/client-inquiry-priority-score/",
    "https://gozen-ai.com/en/proposal-readiness-checklist/",
    "https://gozen-ai.com/en/follow-up-email-decision-template/",
    "https://gozen-ai.com/en/lead-source-quality-score/",
    "https://gozen-ai.com/en/lead-source-roi-estimator/",
    "https://gozen-ai.com/en/crm-readiness-calculator/",
    "https://gozen-ai.com/methodology/client-pipeline-software/"
  ]
}