Built to solve: No clear view from enquiry to sale.
Bundles / Proposal workflow
Sales Visibility Stack
Businesses that need to capture leads, track follow-up, and see sales performance. No clear view from enquiry to sale.
Sales detail
Sales Visibility Stack built as a usable business asset, not a loose page or form.
CRM, sales visibility, and reporting structure.
Launch shape: 7-14 days with from $3,200 entry scope
Upgrade path: Full CRM, automated follow-up, BI dashboard
What is included
Scope that can launch, then grow.
Delivered in structured implementation phases with milestone-based payments.
Core inclusions
- Lead capture system
- Sales pipeline mini CRM
- Follow-up reminders
- Sales dashboard
- Monthly summary view
Likely connections
- Forms
- Sheets/Airtable
- CRM exports
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
Map the operating goal
Used for bundles, apps, or high-complexity systems.
Sequence the stack by dependency
Kept practical, visible, and connected to the final handoff.
Build the first usable layer
Kept practical, visible, and connected to the final handoff.
Add connected modules and launch checks
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
No clear view from enquiry to sale.Connects with Forms, Email, Sheets/Airtable, CRM exportsCan expand into Full CRM, automated follow-up, BI dashboard
Before intake
Have these answers ready.
Client provides
- Business name and contact details
- Current tools or links
- Must-have outcome
- Deadline if there is one
FAQ
- Prebuilt scope is kept tight so it can launch quickly.
- Deeper setup details are collected after the package is confirmed.
- Every prebuilt can be expanded into a custom system later.
Ready for the form
Sales Visibility Stack
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.