Sometimes you just want to DIY it

Workflow set-up
from lead to
client onboarding

Your Good Problem: 

You have an influx of leads — great ones. But you’re doing everything manually (or with a messy conglomeration of tools) and it just takes So. Much. Time.

Your Not so Good Problem: 

You can't afford to hire someone to do it for you.

What you may be using now:

Too many proposals, contracts, invoices being sent m-a-n-u-a-l-l-y


Lists of Contacts


Notebooks


Proposal templates

You wish you had someone to hold

your hand as you build your system

and avoid spending hours trying to figure everything out on your own

I've got you covered. This PDF workbook includes the workflow, database and zaps you need to setup your own workflow from lead to client onboarding.  


PLUS it includes walkthrough clips of each stage.


You can basically plug it all in with the help of clips and your workflow sequence will be up and running in no time.

Thanks to this workbook, I've been working on recording my workflow + processes, I moved my CRM to Airtable, set up a sales pipeline and project workflow and moved my PM from Trello to Asana. And things are getting smoother 


You really help small businesses like mine in a concrete way - no fluff!  

MRS MIRI MILLER
Brand Strategist + Designer Chief | catchbranding.com

Contact information

Billing address

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Processing...
    Powered by
    © 2025+

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    What's inside?

    Workbook with instructions on how to setup your workflow

    1 Miro workflow 

    1 Airtable database 

    5 Zaps ready for mapping

    2 ActiveCampaign sequence automations 

    6 Walkthrough clips

    • Total payment
    • 1xWorkflow set-up from lead to client onboarding$197
      -+

    All prices in USD

    Affiliate: