WillowSpace is structured to separate out leads and clients.

A lead is a person or a company who inquires about a service you provide, or who reaches out for more information about working with you or your team.

WillowSpace can capture leads automatically if you create a lead capture form and embed it onto your website. This means you create a custom form in your WillowSpace and use a snippet of code to embed that form on your own website. When someone fills in the form to get in touch with you, it will automatically capture the lead's information into your WorkSpace!

A lead is a step before becoming a client. In the Leads section of WillowSpace, you can send emails to leads, schedule consultation meetings, set up automated responses, and send proposals. You cannot start projects with leads, and leads do not have client portals. WillowSpace keeps track of lead insights like how leads find you and your conversion rates.

Once a lead accepts a proposal, they become a client and move to the Clients section of WillowSpace. You can also override this by manually converting a lead into a client at any point, and vice versa (should a client then become a new lead for a new project).

Once a lead becomes a client, you can start a project with them to send documents (like further proposals, contracts, forms, questionnaires, or invoices), set up automations, send them their client portal, and keep track of client value.