Sales Hub · Won lead
Fernwood Bakery
WonWebsite Audit · one-time project
Client Center
Keep the promises you made in sales.
Bring the sales context into kickoff. Keep the people, deliverables and decisions together as you do the work.
See the client workflowFictional example: Harbor & Co., a small web studio, delivering a one-time Website Audit for Fernwood Bakery.
You choose
Convert to Client
Convert to Client
Client Center · Client record
Fernwood Bakery
Sales context at handReady for kickoff and delivery
Sales Source
Start with the context from sales.
Keep what you promised close at hand. Connect the client to the won lead, the offer they bought and the campaign behind it.
At kickoff, Harbor & Co. can refer back to the agreed Website Audit scope instead of starting the conversation again.
Client record · example
Fernwood Bakery
- Engagement
- Website Audit · one-time project · $750
- Sales Source / Lead
- Fernwood Bakery · Won
- Sales Source / Offer
- Website Audit
- Sales Source / Campaign
- Spring Website Audit push
- Agreed scope
- Full site review, prioritized fix list and walkthrough call
Contacts, Relationship Notes & Client Rules
Keep the team on the same page.
Make the catering menu easier to find on mobile.
Contacts · fictional example
Maya Ellis
- Decision role
- Bakery owner · approves audit priorities
- Preferred channel
- Email for review notes
Client Rules
Plain language. Catering first.
Use “catering menu,” not “events offering.”
Relationship Notes
- Kickoff · Mar 12
- Maya approves the fix list before the walkthrough.
- Next step
- Harbor & Co. reviews the mobile catering path first.
Deliverables & Approvals
Make the next step clear.
See what is due, who is waiting and which decision moves the work forward. Keep deliverable tasks and review records alongside the client.
Fictional Website Audit example · Harbor & Co. and Fernwood Bakery
Harbor & Co. / Fernwood Bakery
Website Audit
One-time project · agreed scope: site review, prioritized fix list, walkthrough call
Deliverable tasks
Review the full site
Check the catering menu, mobile navigation and inquiry path.
Deliver the prioritized fix list
Revise the top recommendation before sending the list back for review.
Hold the walkthrough call
Talk through the final priorities with the bakery owner.
Example records entered by the team. The task and approval each keep their own status.
After delivery
Manage the relationship after delivery.
The audit ends, but the context stays useful. Log wins, risks, testimonial opportunities and expansion signals so the next conversation has a starting point.
Fernwood Bakery’s one-time audit wraps up with a recorded handoff and a later check-in.
All outcomes, notes and dates shown here are fictional examples.
Recorded win · Mar 24
A clear set of priorities
The final fix list was approved and the walkthrough completed. The bakery team knows which catering-menu changes to tackle first.
Testimonial opportunity · example draft
“We finally know what to fix first, without jumping straight into a redesign.”Awaiting client approval
Saved as a draft for Maya to review. Not approved for public use.
Next review · Apr 24
Check in on the catering menu
Ask what the team has changed and whether they need help with the remaining priorities. Record the next step after that conversation.
Renewals · Separate example
Cedar Lane Studio
Monthly website care plan · fictional ongoing client
- Renewal date
- May 1, 2027
- Notice deadline
- Apr 15, 2027
- Risk level
- Medium