Lead Gen Hub (w/ Proposal Doc)

This playbook includes a sales pipeline, proposal template, forms, and automations, to track lead conversion on projects.
About this template

This playbook includes a sales pipeline, proposal template, forms, and automations, to track incoming leads and project conversions.

✓ requires Notion Plus (or higher)
✓ uses Notion databases & database template(s), and formula(s)
✓ includes Tally contact form + proposal response form
✓ includes Webhook guide to share data with Notion
✓ includes Zapier workflow templates to utilize additional SaaS tools

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More by Sara Loretta | SYSTMS™

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