The deal pipeline
Stages, a board and list view, and a daily list of what actually needs you.
How it works
A deal moves through Inquiry → Negotiating → Signed → Filming → Posted → Invoiced → Paid, plus a separate Lost outcome sitting outside that line. These are the stages of getting paid, not of making content, which is why “Invoiced” is a column and “Editing” isn’t.
Use the Board to drag cards or tap “Move to…” on mobile. The List has sortable columns and filters, including one for Lost. If a stage needs a missing date or amount, such as an invoice due date or paid date, knit.bio asks you to add it before moving the deal.
The Requests tab auto-populates from two sources: brand DMs your Money Inbox already sorted, and Media Kit booking requests. Opening the tab imports anything new into Inquiry automatically; nothing is pre-advanced past Inquiry just because a DM was already replied to.
“Needs you today” ranks what to act on next: money already earned outranks money not yet earned, so a payment that’s overdue always beats a shoot date coming up. A healthy pipeline shows nothing here at all.
Totals stay separate by currency. A creator paid in ₹ and $ sees two pipelines instead of one misleading total. An unstated deal amount stays blank instead of showing as 0.
How it flows
Set it up
- 1
- 2
Add or import a deal
Add one by hand, or open the Requests tab to pull in brand DMs and media-kit bookings that are waiting.
- 3
Move it forward as it happens
Drag it on the board, tap “Move to…”, or change the stage from the deal’s own drawer.
- 4
Check “Needs you today”
It only surfaces urgent items. An empty panel means nothing is slipping.
Tips to get the most out of it
- Open the Requests tab regularly. A DM or booking sitting there unimported doesn’t show up in your pipeline or your “Needs you today” alerts.
- Add each stage date as you go, including shoot, due, and paid dates. Forecast and overdue reminders use these fields.
- Use the Lost filter chip in List view once in a while. It’s the only place patterns in what doesn’t close become visible.