Several services, several forms
A branding enquiry and an SEO enquiry need different people and different follow-up, but they land in the same inbox.
Lead management for agencies and studios
Enquiries arrive for web work, SEO, branding and retainers, each with its own form and its own person. Pipeline One App keeps every service as its own product in one account, with one inbox and one set of reports.
For marketing, design, web and consulting agencies that sell several services.
What usually goes wrong
Proposals take time, then vanish
Hours go into a proposal that nobody chases after it is sent.
Nobody knows which channel pays
Referrals, the website and a directory listing all bring leads. Which ones turn into signed work is a guess.
A typical pipeline
The same five stages as every Pipeline One App board, with what each one means for your work.
- New
Enquiry received
- Contacted
Discovery call booked
- Qualified
Scope and budget agreed
- Proposal
Proposal sent
- Won
Signed
Where leads come from
- Website form
- Referral
- Directory listing
- Partner
Tag each lead with its source and the reports show which ones turn into work.
What a lead looks like
Brightside SolarTom AveryWants a new site and ongoing SEO. Two products, one lead.$3,200
Also built for
See it with your own leads in mind
Book a walkthrough. We will show you the inbox, the board and the reports, live.