Set and forget
We can set it up for you in just a couple days, or do it yourself.
Once it’s running all you need to do is the call or meeting with the client, and finalize the proposal. Now doesn’t that sounds like a relief?!
It depends on your volume of leads, but it takes my virtual administrative assistant an hour a week to have everything running like clockwork.
We use 17 Hats for our Lead Workflow.
Have another favorite project management system? Easy! You also get a Google Doc that includes all steps and descriptions so you can use it in your favorite system (Asana, Dubsado, etc).
You also get a video walkthrough with downloadable copies of the Lead Overview Video and the Lead Workflow Detailed Install & Implementation Video so you know exactly what to do
- Bigger profits because those leads turn into customers!
- Email “swipe” files of ALL the emails you need for the workflow. Easily customizable to your specific business (over 10 pre-written emails!)
- Sample copies of Contracts and Proposals used in the Lead Workflow for you to customize (including a Lead Pre-Meeting Questionnaire, Standard NDA, Client Contract, and Basic Service Proposal)
Are you ready for more leads, more money, and lower admin costs?
Get the Lead Workflow Template!