Sales Hub

From first conversation to paying client.

Keep every lead tied to the offer it came for, move the conversation forward, and turn a won deal into a client when you are ready. Follow one example deal below.

Follow the example deal

Example: Harbor & Co., a fictional small web studio, selling its Website Audit to Fernwood Bakery, a fictional local bakery.

PipelineHarbor & Co. · example
Fernwood BakeryWebsite Audit inquiry
Website Audit

Next: Reply and book a call

Pine Street YogaReferral

Next: Send intro email

Demo only. Choose a stage to see example leads; nothing is saved.

Lead record

Know where each lead came from.

When Fernwood Bakery asks about a Website Audit, the lead opens as one clear record. The source shows where they found you, the linked offer shows what they asked about, and the Campaign Stack shows the campaign behind it.

The next follow-up stays on the record too, so booking the discovery call never depends on memory.

Lead

Fernwood Bakery

High priority
Source
Website where they found you
Linked offer
Website Audit what they asked about
Campaign Stack
Spring Website Audit push the campaign behind it
Next follow-up
Book the discovery call · Mar 6

"Our site looks dated and nobody calls from it. Where do we start?"

Calls & Follow-ups

Keep the conversation moving.

Calls keeps your notes, objections, customer language and action items. Follow-Ups holds the sales tasks you create. Sales Assets keeps your reusable case studies and objection responses ready when you need them.

  1. Mar 7 · Discovery call

    Call notes

    Owner wants more catering orders. Customer language: "people can't find the catering menu."

    Action item: send audit scope

  2. Mar 7 · Objection

    "Shouldn't we just redesign?"

    Worried an audit is an extra step before a bigger project.

  3. Due Mar 10 · Follow-up task

    Send proposal and the bakery case study

    Created by you after the call.

Proposal · Harbor & Co.

Website Audit for Fernwood Bakery

Linked offer · Website Audit
Scope
Full site review, prioritized fix list, walkthrough call
Price
$750
Expires
Mar 31

Example pricing for a fictional studio.

Proposals

Move from proposal to Won.

Write the proposal with scope, price and an expiration date, then track where it stands. Each status is a step you record as it happens.

  1. Proposal sent
  2. Proposal viewed
  3. Proposal accepted
  4. Lead marked Won

Accepted and Won are separate: you update the proposal, then mark the lead Won. And because the proposal stays linked to the Website Audit offer, a won deal shows you which offer the sale came from when you decide what to promote next.

Client handoff

Start the client work after the sale.

After you mark the deal Won, choose Convert to Client on the lead. Fernwood Bakery then appears in Client Center, where you manage the relationship and deliver the Website Audit work.

Sales Hub · Lead

Fernwood Bakery

Won

Linked offer · Website Audit

Convert to Client

Client Center

Fernwood Bakery

Client

Manage the relationship and the Website Audit work from here.

See where client work lives after the yes in the Client Center.