Sales Pipeline at Scale
VIP client care
— no sweat
Your Good Problem:
(and totally custom, too)
What that looks like:
#client-contracts: Have we received the contract back from Mike Berry yet? They were supposed to have signed yesterday
New document added to Alan Barton
You received payment of $2450 from KylieHarris@gmail.com
Lowri Patel just sent you a message
Due today: Write proposal for Carlos Hooper
You wish you could sail through the sales process smoothly
and prevent things from falling through the cracks.
Your wishlist, AKA
What I help you with
Have one place where you can see everything that’s happening in your sales pipeline.
Get calendar clarity
Have the information you need to accurately project where new clients go in your calendar — at a glance.
Eliminate tedious tasks
Automate all the stupid little things (Copy. Paste. Refer back to emails. Update proposal. Resend invoice.) Liberate your brain space and your time.
Rachel went from freelancer to agency owner
She banished the everything’s-in-my-head overwhelm — while confidently taking on more clients than ever
Hudi went from manual work to sleek automation
She got processes out of her brain — and into a system of tools that talk to each other
Goldy prevented work from trespassing on life
She got one view-all system that automated most admin work — with no need to hire a VA
How much difference does automation really make?
Leave prospects hanging
while you figure out what needs to happen next, get distracted by a bajillion other things, and finally find that next template to send.
Miss new leads
Because you are too backlogged with the other guy’s proposal.
Live with invoicing nightmares
The Wave-Stripe-PayPal Trifecta
The Google Sheet-as-an-Invoice
Give prospects a quick and easy next step — right away.
Process new leads quickly
Integrate proposals and invoicesMAKE SALES AUTOMATIC
from friendly clients
I needed to be able to see everything in one place. So Irit set me up on Airtable. It’s set up with internal due dates. And it's synced with my Google calendar. Irit also set me up for weekly client updates with a template. And a statement of work template for new clients. Everything is connected with Zapier, and my Wave account is connected to it for invoicing. I don’t need a virtual assistant at the moment…I cleared up hours of work, and my business functions professionally.