Operations
CRM Implementation Coming soon
Build a CRM your team can actually run on.
Use case
Send the Contract Automatically the Moment a Client Says Yes
When a client says yes, the right contract goes out for signature straight away, filled in with their details, so nobody waits on your inbox.
- Area
- OperationsRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- DocuSignGoHighLevelHubSpotPipedrive
The Problem
- The client says yes on the call. Then the contract waits until you have finished your day, found the template and filled it in.
- Every hour it waits is an hour they can change their mind.
Imagine This
You mark the deal as won before your next call. By the time that call ends, the client has the contract with their name, price and start date filled in, and has already signed.
How It Works
Example setup · AutomationWhat's the difference?
- TriggerA deal is marked won in your CRMe.g. GoHighLevel, HubSpot, Pipedrive
- ActionThe contract is filled in with their detailse.g. DocuSign, GoHighLevel
- ActionIt is sent for signature, with reminderse.g. DocuSign, GoHighLevel
- Back to youYou are told the moment it is signede.g. a CRM alert
What Changes
A new client can take the next step without waiting for you to clear your inbox.
The service behind this
This workflow is one part of a bigger system. When we set it up, it comes as part of:
Workflows that go with this one
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.
- Use case
Fill Your Contracts and Proposals From One Form
You copy the last client's contract and hope you changed every name. Answer one short form and your template fills itself in.