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.
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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
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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