If your business is rooted in transformation, guidance, or strategy, WillowSpace is your streamlined HQ — built to help you move leads to clients with ease, while delivering a polished, professional, and personalized experience every step of the way.

1. Capture aligned leads right from your website

Embed your WillowSpace lead capture form into your site to create a branded intake experience. Every inquiry comes straight into your account as a new lead — organized, trackable, and ready for follow-up.

2. Set the tone with an automatic response

Create a custom auto-reply that goes out the moment someone reaches out. Include a warm message, a PDF lookbook, or a link to your scheduler to get the conversation rolling before you’ve even had your morning coffee.

3. Let clients book calls with ease

Use the Scheduler to set up consultation or discovery call types. Send the link directly or include it in your auto-response. Your leads can pick a time that works, while you stay in control of your availability — no back-and-forth needed.

4. Send proposals that reflect your magic

Design a branded, beautiful proposal using the drag-and-drop editor, or upload your own beautiful PDF. Leads can accept or decline right in WillowSpace, and if they say no, they’ll have the chance to leave feedback so you can continuously improve.

5. Convert leads into clients automatically

Once a proposal is accepted, that lead becomes a client automatically in WillowSpace — no manual step needed. Everything updates behind the scenes so you can keep the momentum going.

6. Create a magical welcome experience

Set up an email template for new clients that includes everything they need to feel supported and excited. Include your deposit invoice, contract, client portal link, and a brief message walking them through what to expect next — all in one place.

7. Make onboarding smooth and seamless

Send a custom client form to collect project details and important context before your first session. This ensures you’re aligned from day one and saves you from endless back-and-forth emails.

8. Sign contracts and collect deposits beautifully

Use WillowSpace to build and send a clean, digital contract — or upload your own PDF for signing. Then, create an invoice for the deposit with flexible options: flat fee, recurring, or hourly, in whatever currency works for you and your client.

9. Launch the project with clear milestones

Once the paperwork is done, start your new project and add custom milestones and optional add-ons. You can track progress visually, send documents, and even upsell relevant services along the way — all from inside your WorkSpace.

10. Assign tasks and set expectations

Use the task manager to keep things moving. Assign tasks to yourself, your client, or your team, complete with deadlines and reminders. Clients can view and complete tasks directly in their portal.

11. Keep your client in the loop with their portal

Every client gets access to their own personalized portal, where they can see upcoming meetings, documents, invoices, tasks, and request new services or meetings. It’s the ultimate client command center — no login required.

12. Review insights + refine your offers

Use your built-in reports to track referral sources, revenue trends, top clients, taxes, and more. These insights help you refine your offers, pricing, and processes for a business that grows with intention.

13. Share what you love + earn

Every WillowSpace user gets a unique referral link and code. When someone signs up with your link, they get a free month — and you earn cash rewards. It’s a calm, passive way to support your business while helping others improve theirs.