New Lead Workflow

Stay on top of new leads so you can smoothly convert them to paying clients. With this bundle, you’ll know right where you stand and what next step to take.

The workflow is a fillable PDFs that allow you to save and reuse each file. Or customize the workflow and task lists and input into your own project management system. Emails are fully customizable to meet your business’s needs.

To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.