Spoken demo by Nate Tilley showing how to automate lead flow and proposals using an integrated system: landing pages for prospects, booking appointments, onboarding forms that trigger automations (e.g., add to onboarding pipeline, send notification emails), and a customizable proposal snapshot where "custom values" (e.g., company name) update across funnels and workflows. The presenter notes you can trim surplus template content, offer packages/touchpoints, or use an order form with Stripe for direct checkout.
Chapters
You got the opportunities tab. And to get data into that, you're either getting leads on the prospecting side. So maybe you're using a simple landing page like this one that I showed you guys. You're getting booked appointments here. And then we also have an onboarding function for you guys in here too. So like you can send a client, you can customize this and send this to your client and then when they fill out this information, you'll have an automation that's like form submitted is onboarding form, trigger action, send me an email, let me know and then add them to the onboarding pipeline and so on and so forth forth. So this snapshot really gets you pretty far ahead. This is your proposal. You can make this any way you want to. We've just got, you know, we've got some basic. See how right here it already. This is a website preview and somehow it already has. RA Digital Consulting aims to. Hey, how is this the RA Digital Consulting lead generation? Because I updated that custom value and that updated across funnels and workflows. So that's how the snapshot set up. It's super, super awesome when you can just go through and fill out the custom values and then you want to comb through everything. Obviously, like, you know you're going to prob. Delete. We gave a lot of surplus stuff here, so you can just chop stuff out. This just has our kind of package in here, different touch points, but you can do this a number of different ways. You can just create an order form even and just put the information right there and have people check out right through your stripe.
