LEAD GEN SYSTM™
W/ PROPOSAL TEMPLATE

Designed to help you easily track incoming leads and share proposals with prospective clients. This template is designed to use a form software to collect proposal responses, and includes a Paperform template to execute.

This template pairs well with our Financial Tracker SYSTM™ template.

  • This template includes one database to track incoming leads and follow them through the sales process, and a database template to send a project proposal to leads, utilizing the following properties:

    • Text — to enter basic text

    • Numbers — to enter numbers or currency

    • Formulas — to calculate length of conversion

  • We provide duplicable template(s) for Zapier. Depending on which software you use, the trigger points may change. This template includes:

    • Add new leads to Notion

    • Add new responses to Notion