HawkEye Advisory Pipeline Architecture
Detailed documentation of our dedicated HawkEye Advisory pipeline stages, automated tag routing, notification triggers, and client governance workflows.
HawkEye Advisory Pipeline Stages & Lifecycle
New Application
Applicant submits multi-step advisory form; tagged by requested service.
Under Review
Internal HawkEye advisory team evaluates submission, background & goals.
Qualified
Application approved; client tagged by service tier & assigned partner.
Payment Pending
Appropriate payment link ($1.5k / $5k / $15k+) dispatched to applicant.
Scheduled
Payment confirmed; client receives private working session calendar link.
In Progress
Pre-session review completed; working session or blueprint assessment active.
Delivered
Action summary, written blueprint roadmap, or findings presentation delivered.
Implementation Opportunity
Evaluating long-term HawkEye OS implementation or ongoing managed partnership.
Closed
Engagement complete or active monthly operating partnership active.
- Internal Team Alert:Submitting an application immediately notifies our internal advisory team via SMS/Email with full applicant context, revenue stage, and requested service.
- Applicant Confirmation Email:Send applicants an automated professional email confirming receipt and explaining the manual review window (24-48 hours).
- Payment & Scheduling Dispatch:Upon moving an applicant to Qualified, the system dispatches the custom checkout link and session scheduling access.
Applied to all submissions selecting the $1,500 private 90-minute working session.
Applied to submissions requesting the $5,000 Acquisition Readiness Blueprint assessment.
Applied to applications seeking done-for-you $15,000+ HawkEye OS implementation.
HawkEye Advisory Deployment & Manual Configuration Setup
1. Application Review Policy
Applications are strictly reviewed prior to acceptance. Calendar access is intentionally gated until an advisor verifies qualification and payment is rendered.
2. Payment Collection Rule
Payment must be collected in full via the HawkEye Advisory Payment Portal before an Operator Intensive or Blueprint assessment begins.