Prospect Intelligence Matrix (PIM) - ADVANCED

The 72-Logic Sales Command Center

Stop guessing who to call. The ADVANCED PIM by SheetHive is a professional-grade CRM built in Google Sheets that turns messy lists into a high-converting sales engine. Using a proprietary 72-combination logic, it automatically analyzes your leads and ranks them from A (Hot) to D (Cold) based on trust, budget, and readiness.

🚀 THE 3-ZONE WORKFLOW

1. The Command Center (Input & Search)

• App-Style Interface: Use custom buttons to Record, Search, Update, or Clear data without ever touching a cell.

• Instant Retrieval: Search any name to pull up their full history and current DCBA status.

2. The Logic Engine (Master List)

• Automated Grading: The system monitors 72 unique variables to assign a DCBA Category.

• Integrity Guard: The "Grey Zone" is locked, ensuring your Suggested Solutions stay accurate.

• Bulk Cleanup: Select multiple checkboxes and hit the Trashcan Button to delete dead leads instantly.

3. The Distribution Area (Priority Dashboard)

• Daily Action Plan: Your leads are auto-sorted from Highest to Lowest.

• "Slide Down" Logic: If a prospect loses budget or interest, the system automatically downgrades them, keeping your pipeline realistic.

📦 WHAT’S INCLUDED

• ADVANCED PIM Google Sheets Template (Optimized for Desktop & Mobile).

• 72-Point Logic Matrix for precision lead scoring.

• Suggested Solution Generator (Tells you exactly what step to take next).

• One-Click Bulk Delete functionality for easy database management.

🎯 BEST FOR

• Financial Advisors & Insurance Agents

• Real Estate Professionals

• B2B Sales & High-Ticket Coaches

• Agency Owners & Network Marketers

Stop losing deals to poor follow-up. Upgrade to ADVANCED PIM.