MTM Sales Pipeline
How this page is used
Government buyers for medically tailored meals, found and worked in one place.
RfoodX Sales pulls live government data, scores who can actually pay for meals, and puts agents to work on the research. People decide. Nothing goes out without a human pressing send.
The five steps, in order
Click a step. The sidebar follows the same order, top to bottom.
Your first week
These tick themselves as you use the app. Green means done.
The agents, and what they are allowed to do
On a Deal. Finds 2 to 4 people who can buy or partner, and the facts that prove fit. Every item cites a page. Emails come only from a verified lookup.
On a Deal. Writes a grant narrative, RFP response, or partner email from the Company Profile and accepted facts. Marks every gap with FILL IN.
Under Find. Searches one place for local kitchens and food vendors that could buy RfoodX food or share payer contracts.
Off until an admin turns it on. Enriches open Deals with no contacts yet and searches your chosen places, under its own account with the same daily limit as a person.
Words we use
Where the data comes from
Any row anywhere can become a Deal: set its + add to pipeline dropdown. On a Deal, Enrich asks the agent to find contacts and proof; you accept or reject each one.
Decide
The agent found people and proof. Accept or reject each one.
Stale
Open Deals with no dated Next Step. Give each one a date.
Due this week
Next Steps due in the next seven days.
| Deal | Stage | Contacts |
|---|
Do not contact
| Suppressed | Reason |
|---|
An email entry blocks that exact address; a domain entry blocks everyone at that domain. The agent can neither propose nor draft outreach for anyone on this list, no one can accept a suppressed contact, and nothing will ever be sent to them. Removing an entry lifts the block.
| State | HRSN status | Food reimbursable |
|---|
Priority Opportunities
| Rule / notice | Comment ends | Track |
|---|
| RFP / solicitation | Closes | Track |
|---|
| Federal assistance program | Short name | Agency |
|---|
| Recipient (business / org) | Federal $ won | States |
|---|
| Clinic | County | Track |
|---|
| Kitchen | Where | Track |
|---|
Top 10 targets
Ranked channels
Named buyers
| Buyer | Why | Evidence | Track |
|---|
Active rubric
Corrections the agent learns from
| Signal | Given | Wanted | Why |
|---|
| Document | Type | From |
|---|
National Opportunity Density
| State | MA lives (market size) | Find plans |
|---|
| FIM research grant (partner lead) | Award $ | Track |
|---|
| Demand score | State | Diabetes % | Obesity % |
|---|
| OAA nutrition $ | Agency | State | Find the AAA | + add to pipeline |
|---|
| Federal food $ | Organization | Top funder | + add to pipeline |
|---|
Add a user
Agents on their own schedule
Runs at 2am Pacific under the "Agent worker" account, which has the same 20-runs-a-day limit as a person. Each place is searched at most once a month, up to 3 places a night. Everything it finds still waits for a human to accept.
Accounts in this Supabase project
| User | Team |
|---|
New users get the temp password you set here — share it with them; they sign in at this same URL. Add user creates the Auth account and puts them on the team. This Supabase project is shared with other apps, so most accounts below belong elsewhere: use Grant team access on someone who already has an account (it uses their account ID, not a re-typed email, and picks up the Display name box above if you fill it in). Remove from Team only takes away access — it never deletes the Auth account, which would break every other app in this project. Delete an account from the Supabase console if you truly need to.
Loading the team Pipeline…
| Deal | Stage | Next Step | Due |
|---|
No deals yet. Under Find (Buyers, Partners, Grants, RFPs), set a row's + add to pipeline dropdown to Lead / Contacted / Proposal to start tracking it here.