The Lumenbase Model

The Lumenbase Model is the map of your workspace: which record holds what, and what moves a piece of work from one record to the next. Contacts and companies enter from your channels, group into Lists, qualify as Leads, become Deals, and after the win carry on through Spaces, Accounts, Delivery, and time and billing.

The model is about records: which one holds what, and what moves work between them. The lifecycle funnel is about operational phases with their own workspaces and metrics (Lists, Leads, Deals, Accounts). They overlap on the four funnel stages; contacts before Lists, and Spaces, Delivery and billing, belong to the model only.

Neither is a stage a record passes through. A Routine is the playbook attached to a List, and Lumo reads your records plus that Routine to post what needs a person to the Feed. Both act on every stop at once, which is the part of the model people most often draw wrong.

Closing a deal won moves the company to the Account band by default, which puts it on Accounts. A handoff carries the contract, roles, dates, and margin target into Delivery, where the engagement is staffed and tracked. Approved billable hours then generate a draft invoice, and a paid invoice can credit a referral partner.

No, it is a loop. A paid invoice can credit a referral partner, and repeat work on an existing customer opens a new deal on the same account, so referred and returning companies re-enter at the top and travel the same route.