Turning a lead into a paying client isn’t just about luck...it’s about building trust, creating clarity, and guiding people confidently through your client experience. WillowSpace is built to support every step of that process. Here are some tried-and-true strategies you can use inside your WorkSpace to move leads forward with ease.

1. Respond Promptly and Professionally

Speed matters. The faster a lead hears from you, the more likely they are to stay engaged.

In WillowSpace:

• Set up an auto-response in your Lead Capture Form to confirm you’ve received their inquiry.

• Include helpful details like how long they can expect to wait, next steps, or even a link to a Lookbook or Services Guide (you can send this using an automated email or form).

2. Establish a Clear Next Step

Leads can go cold when they don’t know what to do next. Create a simple, guided path for them.

In WillowSpace:

• Use the Scheduler to invite them to book a discovery or consultation call.

• Or reply with a personal message and send a custom intake form to gather more context.

3. Qualify Your Leads Before Proposing

Not every inquiry is the right fit, and that’s okay. Save time by asking smart, upfront questions before preparing a proposal.

In WillowSpace:

• Use your Lead Capture Form to ask qualifying questions.

• Review their answers and update lead notes inside their profile.

• Use notes (if available) to outline budget, or readiness.

4. Follow Up With Purpose

If a lead doesn’t book or respond, a gentle nudge can make all the difference.

In WillowSpace:

• Send a follow-up email with a friendly reminder or more info about your services. Bonus: set up a new email template for reuse.

• Re-share your scheduler link or proposal if it’s already been sent.

• Schedule tasks or reminders for yourself to follow up in a few days.

5. Send a Polished, Strategic Proposal

When you’re ready to pitch, your proposal should make the decision easy for them.

In WillowSpace:

• Use the Proposals tool to build a custom, on-brand experience.

• Make sure to include clear pricing, deliverables, and a payment schedule.

• Add testimonials, a welcome message, or intro video to create connection.

💡 Tip: When a lead accepts a proposal in WillowSpace, they’ll automatically be converted to a client!

6. Create a Seamless Onboarding Experience

Once a lead becomes a client, keep the momentum going with a streamlined onboarding flow.

In WillowSpace:

• Use the Client Portal to house project details, documents, and meetings.

• Send a kickoff form or intake questionnaire.

• Add a welcome email template to resue and name it "onboarding" or "Welcome Pack" and include links to: contract, deposit invoice and client portal instructions/URL

7. Stay Human. Stay Helpful.

At every stage, your tone and care make a difference. Whether you're automating or personalizing, leads want to feel like they’re in good hands.

Final Thoughts

Turning leads into clients is about more than tools—it’s about trust, clarity, and a thoughtful process. With WillowSpace, you’re equipped to move leads through that journey with confidence.