In your words: the CRM words, and where they live here
Thirty words a seller types, the word each page uses for it, and the page where it lives.
Thirty words a seller types, beside the word these pages use and where it lives. Each word keeps its meaning on startupbuilder.dev.
The words
| You say | This site says | Where |
|---|---|---|
| playbook | Play: A repeatable way to win or keep Customers. | Plays |
| TAL, segment | List: Who it goes to, saved as a search. | / |
| MQL, SQL | Leads: People who showed interest, not buying yet. | Replies and routing |
| outbound, prospecting | Outreach: Writing first to people who don’t know you. | Hands-on |
| cadence, drip | Sequence: Timed follow-ups that stop when they reply. | Sequences |
| trigger | When it starts: The Event that kicks off a Play. | When to reach out |
| opp, pipeline, stage | Deal · Deal status: One sale in progress, from Open to Won. | Open Deals |
| demo, discovery call | Meeting: A booked call with someone you’re selling to. | Meetings |
| positive reply, hot lead | Interested reply: A reply that says yes, or asks when. | Replies and routing |
| deal desk | Discount approval: Your OK on a price below the floor. | Quotes and discount approval |
| forecast, weighted pipeline | Expected from open Deals: What open Deals should bring, weighted by odds. | Open Deals |
| churn risk, red account | At risk: A Customer whose health says they may cancel. | Who might cancel |
| reps, headcount | Your team: Roles filled by a person or an agent. | How your agents act |
| rep, BDR, AM | SDR · AE · CSM: Job title; its Role name stays in code. | / |
| review queue | Approve: You OK each send before it goes. | / |
| quota, target | Your number: Your target for the quarter, with a deadline. | / |
| run rate | ARR: Your last four weeks of revenue, times 13. | ARR |
| guardrail, kill switch | Check · Stop: Check: refuses one send. Stop: pauses the Play. | Refusals |
| lift, significance | Result · Confidence: What it added, and how sure we are. | Credit |
| unattributed | Not yet traced: Won revenue no Play has claimed yet. | Credit |
| test mode, sandbox | Dry run: See everything it would do; nothing sends. | Docs for your agent |
| asset, collateral | Content · piece: One thing you publish: post, issue, clip, page. | Strategy |
| socials, handles | Your accounts: Your profiles where posts go out. | / |
| webinar | Webinars and events: Live sessions people sign up to join. | Events and webinars |
| AEO, GEO | Show up in AI answers: Get named when someone asks an AI. | Check AI answers |
| attribution, touchpoint | Credit: Which piece or Play started each Deal. | Credit |
| testimonials | Reviews: What Customers say, shown with their OK. | Reviews, references and referrals |
| benchmarks | Other Startups’ results: The same Play, as other Startups ran it. | Plays |
| cross-sell | Your other Startups · sister product: Startups you also run, and what they send. | Sent by your other Startups |
| external customer | Outside: A Customer that isn’t one of your Startups. | New Customers |
Compiled, not written: edit the records it reads (terms), then regenerate. Every step runs from a sentence or a line of code. In your words: the CRM words you know, and where each lives here.