Lumenbase

    The Lumenbase Model

    101 · Step 2
    Core Concept

    How contacts flow from sources through Lists, Leads, Deals, and Accounts, with Codex playbooks and Lumo on top.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20268 min read

    What Is the Lumenbase Model?

    The Lumenbase Model is how your workspace organizes relationships and revenue work from first touch through long-term customer growth. People enter as Contacts, get grouped into Lists, progress through Leads and Deals, and become Accounts when you win. Codex playbooks and Lumo sit alongside that flow so every stage has strategy and prioritized next steps.

    You will see this model on the marketing home page, in Getting Started onboarding, and throughout the Help Center as the mental map for where records live and how work should move forward.

    The Flow at a Glance

    Data flows in from external sources, moves left to right through entity types, and is enriched by Codex and Lumo on the way:

    Sources

    LinkedIn
    Email
    WhatsApp
    Meetings
    Import & Sync
    ContactsPeople and relationship context
    1
    ListsCohorts for campaigns and segments
    2
    LeadsQualified company-level pursuit
    3
    DealsActive opportunities in pipeline
    4
    AccountsCustomers and long-term growth

    Codex

    Playbooks on Lists

    Strategy per cohort: tone, sequence, qualification, signals.

    Lumo

    Across Leads, Deals & Accounts

    CRM data plus Codex context: recommendations, Feed, and Chat.

    FeedChat
    Numbered steps (1 to 4) on Lists through Accounts match the pipeline portion of the model. Contacts are the foundation every other entity builds on.

    Sources: How Records Enter

    Contacts are created and kept current from multiple channels. You do not need all of them on day one. Add integrations as your team needs them.

    • LinkedIn: extension capture, Monitor, and message sync. See LinkedIn Integration and LinkedIn Monitor.
    • Email: Gmail or Microsoft 365 sync for threads and calendar. See Email Integration.
    • WhatsApp: link your number to sync WhatsApp chats with contacts. See WhatsApp Integration.
    • Meeting recording: transcripts and summaries from Google Meet, Teams, and Zoom via the browser extension. See Meeting Recording.
    • Import & Sync: CSV/Excel uploads, CRM migrations, and outreach/enrichment tool sync (Apollo, Reply, Snov, Zapier). See Data Import.

    Pipeline Stages

    Contacts

    The person record: name, role, company link, engagement history, and custom fields. Everything else in the model references contacts. Contacts guide · Companies guide

    Lists (step 1)

    Segment contacts by campaign, region, event, or initiative. Lists are where you attach Codex playbooks and optional Lumo auto-classification so membership stays aligned with your strategy. Lists guide

    Leads (step 2)

    Company-level qualification and nurture: typically after a list cohort is ready for active pursuit. Kanban stages, LumenScore, and optional Lumo kanban auto-move live here. Leads guide · Lead Scouting (pre-list targeting)

    Deals (step 3)

    Opportunities with value, stage, and forecast impact. When a lead is ready for a formal sales process, create or convert to a deal. Deals guide · Forecasting

    Accounts (step 4)

    Won customers: health, renewals, expansion, and Company Bands. Deals closed won promote the company into account management. Accounts guide · Company Bands

    Codex and Lumo

    Codex

    A Codex is a structured playbook applied to one or more Lists: who to target, how to message, what counts as success, and whether LinkedIn activity monitoring is on. Without Codex on a list, Lumo still sees CRM data but lacks segment-specific strategy. Codex guide

    Lumo

    Lumo reads workspace data plus Codex context to power the Feed, contact recommendations, Chat, list classification, lead column moves, and more. For inputs, outputs, and settings, see the dedicated Lumo overview in the Help Center.

    Model vs. Customer Lifecycle Funnel

    These two frameworks complement each other:

    • Lumenbase Model: entity types and how contacts move through Lists → Leads → Deals → Accounts, plus Codex and Lumo.
    • Customer Lifecycle Funnel: operational phases (Lead Scouting, Leads, Deals, Accounts) with dedicated workspaces and metrics. Funnel guide

    Lead Scouting tracks early-stage contacts already in the workspace (confidence bands, focus areas). Lists organize those contacts into cohorts and attach Codex playbooks. They do not run prospecting or outreach. Add contacts via import, email sync, or the LinkedIn extension; run sequences in Reply, Snov, Apollo, or similar; use Communication for 1:1 email and LinkedIn.

    Where to Start

    1. Import or connect contacts (import / email)
    2. Create a List and add contacts (or use filters / Lumo classification)
    3. Attach a Codex to that list
    4. Open the Feed for Lumo recommendations
    5. Move qualified companies into Leads, then Deals, then Accounts as the relationship matures

    Quick Reference

    Flow: Sources → Contacts → Lists → Leads → Deals → Accounts
    Intelligence: Codex on Lists; Lumo across pipeline + Feed
    Step numbers: 1 Lists, 2 Leads, 3 Deals, 4 Accounts
    Related funnel: Lead Scouting + four-phase lifecycle (separate guide)
    Deep dives: Contacts, Lists, Leads, Deals, Accounts, Codex, Lumo

    Lumenbase 101 · Step 2 of 8

    Introduction to LumenbaseNext: Email Integration Setup

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