Client Success Pipeline Suite
About this template
𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝗬𝗼𝘂𝗿 𝗖𝗹𝗶𝗲𝗻𝘁 𝗝𝗼𝘂𝗿𝗻𝗲𝘆 𝘄𝗶𝘁𝗵 𝗖𝗹𝗶𝗲𝗻𝘁 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 𝗦𝘂𝗶𝘁𝗲
✓ Empowers you to effortlessly manage your 𝗰𝗹𝗶𝗲𝗻𝘁 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄, 𝗻𝘂𝗿𝘁𝘂𝗿𝗲 𝗹𝗲𝗮𝗱𝘀, 𝗮𝗻𝗱 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 – all within a beautifully organized workspace.
𝗜𝗱𝗲𝗮𝗹 𝗳𝗼𝗿:
✓ Freelancers
✓ Agencies
✓ Consultants
𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀:
✓ 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗲 𝗬𝗼𝘂𝗿 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲: Kanban boards provide a clear view of your leads and current client projects, allowing you to track progress seamlessly.
✓ 𝗘𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀 𝗦𝗼𝘂𝗿𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴: Identify your most effective lead generation channels with a dedicated table for categorizing leads by source.
✓ 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Manage every stage of your client projects, from initial proposals to final delivery, with a dedicated Kanban board.
✓ 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗠𝗮𝗱𝗲 𝗘𝗮𝘀𝘆: Facilitate clear communication with clients through dedicated spaces for proposals, revisions, and feedback.
✓ 𝗦𝘁𝗮𝘆 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗲𝗱: Ditch the chaos of scattered emails and documents. Keep everything centralized for effortless access and information sharing.
𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁'𝘀 𝗜𝗻𝘀𝗶𝗱𝗲:
✓ 𝗟𝗲𝗮𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗞𝗮𝗻𝗯𝗮𝗻: Visualize your lead pipeline with clear stages like "Potential Lead" and "Deal Won."
✓ 𝗟𝗲𝗮𝗱𝘀 𝗯𝘆 𝗦𝗼𝘂𝗿𝗰𝗲 𝗧𝗮𝗯𝗹𝗲: Track leads generated from different sources like "Cold Calls" and "Referrals."
✓ 𝗖𝗹𝗶𝗲𝗻𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗞𝗮𝗻𝗯𝗮𝗻: Manage ongoing projects with stages like "Proposal Sent" and "Client Review."
