Pipeline

14 open deals · £118,050 in play · £47,835 weighted
Show lostNew deal
Deals are opportunities: a company that might hire you. Open one to see the single next thing to do; the proposal, contract and project all hang off it.How it fits
  • Each card is a deal: one opportunity with one company. Drag it across as things move.
  • Open a deal to see its next step, and to send the discovery form or write the proposal from it.
  • When the client accepts a proposal online, the deal moves to Won by itself.
From first chat to getting paid
  1. 1DealSomeone's interested. Tracked on the Pipeline, from enquiry to won or lost.
  2. 2ProposalWhat you'll do and the price options, sent as a link. Written from a deal.
  3. 3ContractThe services agreement. Drafted for you when they accept the proposal; they sign, then you countersign.
  4. 4ProjectThe work itself, kick-off to launch. Started for you when they accept the proposal.
  5. 5InvoicesPayment stages (50/50 or 50/25/25). The deposit is drafted when they accept.

Every deal, proposal, contract and project page shows this same journey at the top, with links between them, so you can always see what's linked and what's next. Packages & prices is where the packages and prices for proposals and extras come from.

Elm Tree NurseryElm Tree Nursery websiteSend the discovery form£6,500Brightwater OpticiansBrightwater Opticians websiteSend the discovery form£9,800Tidewell Plumbing & HeatingTidewell Plumbing & Heating websiteSend the discovery form£4,750
Halcyon FloristHalcyon Florist website and shop · 18 DecWaiting on the discovery form£5,500Ravensbourne TutorsRavensbourne Tutors website · 21 DecNudge them to finish discovery£6,500
Hollis & Grant ArchitectsHollis & Grant Architects website · 11 DecFinish and send the proposal£14,950Kingsway RemovalsKingsway Removals website · 11 DecWrite the proposal£6,500
Juniper Wellness ClinicJuniper Wellness Clinic website · 4 DecFollow up, opened 3×£9,800Sterling LettingsSterling Lettings website · 6 DecProposal sent, waiting£6,500
Ardent EngineeringArdent Engineering website · 27 NovFollow up, opened 1×£11,500Little Acorns Day NurseryLittle Acorns Day Nursery website · 1 DecFollow up, opened 2×£6,500
Foxglove BridalFoxglove Bridal website · 13 NovFollow up, opened 7×£9,800Westbrook Wine MerchantsWestbrook Wine Merchants website and wine club · 16 NovFollow up, opened 4×£13,950Penrose Property MaintenancePenrose Property Maintenance website · 20 NovFollow up, opened 2×£5,500
Pemberton Yoga StudioPemberton Yoga Studio website · 12 Sept£4,800Harbour Lane BakeryHarbour Lane Bakery brand and website · 11 Dec£10,950Thornbury PhysiotherapyThornbury Physiotherapy website · 29 Jan£6,500Ashdown & PryceAshdown & Pryce rebrand and website · 22 Mar£14,950Larkspur Gin Co.Larkspur Gin Co. Shopify store · 9 Jun£9,800Kiln Street CoffeeKiln Street Coffee website · 23 Aug£4,750Meadowcroft BuildersMeadowcroft Builders website · 5 Sept£9,800Fernhill Community TrustFernhill Community Trust website · 19 Sept£5,500

Tap a stage to fold it away. To move a deal, open it and change its stage.

Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal