Sales
Capture leads, book consultations, and convert them to clients.
3 articles
Running a Paid ConsultationThe end-to-end walkthrough for a paid consult, from turning it on in Options through taking payment and finalizing the invoice. Paid consults let you collect a fee and issue an…
The Lead PageA tour of everything on a lead, the sections that make up the page, from milestones through conflict checks.
MilestonesThe sales stages a lead moves through, from first contact to a funded retainer, checked off in order, with dates and reasons.