🖥️ Set up a lead capture form:
Use WillowSpace to set up a project inquiry form and embed it directly onto your own website. This way, when potential clients reach out to you, you get the information you need and they land right in your WillowSpace account as a NEW LEAD!

💬 Follow up with your leads:
Set up an automatic response to new project inquiries acknowledging that you’ve received the message and will reach out soon. Then, follow-up with leads right in your account including a PDF lookbook of more information and a link to schedule a consultation.

🗓️ Schedule a consultation:
Use the WillowSpace scheduler to set up a consultation with your leads and send it to them directly on the platform. Include a checklist of what they should expect to discuss during your time together.

📝 Send a beautiful proposal:
WillowSpace uses a drag-and-drop builder for proposals and contracts. Use the builder to create a stunning proposal - the most important documents we send leads - or upload your own PDF to the platform.

☑️ Have your leads accept or decline:
One of the best parts of using WillowSpace for proposals is that your lead has the ability to accept or decline the proposal before your set due date. You can set up automatic reminders along the way too. Get invaluable insights into why your leads may decline a job as it prompts them to enter a reason for declining.

🔁 Convert your lead to a client:
Congrats! Once your lead accepts a proposal, they’re automatically converted to a client in WillowSpace. And now you’re ready to get the party started!

🚏 Send an onboarding welcome pack:
Use the new client form template to collect the necessary information for your new project. Send the form along with client portal access information to get your clients onboarded seamlessly.

🖋️ Send your client a contract:
Contracts can be beautiful, too! Forget confusing PDF signatures, printing, or emailing contracts back to you. Build your contract using the simple drag-and-drop editor or upload your own PDF and have clients digitally sign on the dotted line.

💵 Send your client their deposit invoice:
Easily set up invoices with flat fees, hourly rates, on recurring cycles, and in any currency!

🆕 Set up a new project:
Start a new project with your brand new client and their submitted information! Set up custom project milestones and project add-ons so you can visually track progress and so can your client in their portal.

✅ Set up project tasks:
Use the WillowSpace task management system to add project tasks to your WorkSpace. You can assign tasks to other WillowSpace team members or directly to your clients so they get notifications and due date details.

📢 Keep your client up to date with their portal:
Remind your clients they can check in on their project status, outstanding documents, and tasks in their client portal. They can also visit their portal to request a meeting with you or add-on to their project.

📊 Track insights and continue improving:
Use WillowSpace to track things like referral sources, revenue streams, taxes collected, top clients, and more. This way you can continue to adjust your processes, marketing strategies and refine your services for even better client experiences!

💰 Refer WillowSpace + earn passive income:
Everyone who has a WillowSpace account is automatically a part of the affiliate program. No runarounds here. All you need to do is share your coupon code or unique URL with your community and earn $$ for each person who joins as a member.