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CRM & lead workflow demo

From inquiry to quote, retainer, and project workflow.

A clickable case study showing how FultonStudio can build the business system behind a website: lead capture, qualification, quick quotes, one-button acceptance, retainer tracking, and production stages after the job is won.

Test the workflow View mailed quote Build call sheet Build storyboard

Why this exists

FultonStudio builds systems around the business, not just pages.

Most websites end at the contact form. This one keeps going: it collects the lead, organizes the request, suggests the right service path, prepares a quote, and moves the job into production once the client accepts.

Everything in this preview runs on the same kind of logic FultonStudio builds into private client systems: quoting rules, retainer gates, and production handoffs tailored to how the business actually runs.

What visitors can test

Lead collection

Incoming website requests are grouped into a command center with source, request type, score, and next step.

Quick quotes

A quote can be built from the lead record using service templates like rebuild, care plan, or dashboard build.

Acceptance

The quote preview includes a one-button acceptance simulation so visitors understand how the sales step moves forward.

Retainer step

Once accepted, the next required action becomes retainer collection before the project workflow opens.

Mailed quote preview

Visitors can see what the client-facing quote email would look like with scope, fee, retainer, and acceptance action.

Won-project workflow

After retainer collection, the system opens onboarding, discovery, content, design, build, review, launch, and care plan stages.

Production call sheet

A won project can create a call sheet, add weather, pick the crew, and route production details into the companion photography workflow.

AI storyboard creator

A logic-based storyboard page turns the assignment type, location, weather, and deliverables into a structured shot plan.

Team distribution

Selected crew members can receive the approved call sheet by email or text, with delivery status shown in the workflow.

Logic rules

If the lead type, quote status, payment status, or production need changes, the system knows what should happen next.

CRM & Lead Workflow Demo

Walk a sample lead through the full pipeline.

This interactive preview follows one lead from start to finish: collect the request, qualify it, build a quick quote, let the client accept with one click, record the retainer, then open the production checklist.

Open workflow preview View mailed quote Build call sheet AI storyboard
01Lead collectedWebsite form, audit request, support request, or referral.
02Quick quoteScope, service path, estimate range, and first payment.
03AcceptedOne-button acceptance moves the opportunity forward.
04Retainer receivedProject workspace and production tasks become active.

What this shows

A website can become the front door to an operating system.

Instead of letting forms disappear into email, the system classifies the request, attaches notes, recommends a next action, and keeps the lead moving toward a quote or project workflow.

Workflow logic

The demo is driven by business rules, not just static cards.

Each stage has a condition: a lead creates a review queue item, an accepted quote creates a won project, and a collected retainer opens the production checklist.

Workflow preview

Command Center

Demo mode
New leads73 ready for review
Quick quotes42 waiting on acceptance
Won projects31 waiting on retainer
Active workflows62 in build phase
Call sheets52 ready to send
Lead

Hudson Market Group

Website rebuild + CRM workflow

Quote

$7,500–$11,500

50% retainer required to open production

Acceptance

Awaiting client

The quote email is waiting for one-button acceptance. Once accepted, the job becomes a won project and the retainer step becomes required.

Workflow

Won Project Workflow

Once the quote is accepted and the retainer is collected, production tasks become active instead of living in scattered emails.

Lead record

Hudson Market Group

The lead wants a cleaner public site, a private request dashboard, and a quote/retainer workflow that reduces manual email handling.

Lead score
High-fit / ready for quote
Next action
Build quick quote and send acceptance email

Builder

Quick Quote Builder

Choose the service path and the quote preview updates. In a live build, this pulls from your service templates and project rules.

Website rebuild + workflow dashboard

Website rebuild + workflow dashboard

$7,500–$11,500

50% retainer required to open production

Draft

Quote is in draft review.

View mailed quote
Awaiting client

Status: Quote sent

The quote email is waiting for one-button acceptance. Once accepted, the job becomes a won project and the retainer step becomes required.

Production

Won Project Workflow

Once the quote is accepted and the retainer is collected, production tasks become active instead of living in scattered emails.

01

Discovery

02

Content

03

Design

04

Build

05

Review

06

Launch

07

Call Sheet

08

Storyboard

Build call sheet AI storyboard

Rules

Logic-based routing

Logic rules decide what happens next so the workflow does not depend on memory alone.

If lead type = rebuild

Recommend site structure, quote template, and discovery checklist.

If quote accepted

Create won project and lock the next step to retainer collection.

If retainer recorded

Open production workflow, call sheet, and client onboarding.

If production needs visuals

Open call sheet, weather check, team distribution, and storyboard logic.

Work with FultonStudio

A working website can become the sales and production system behind the business.

Want a system like this behind your website? FultonStudio builds custom dashboards, quoting workflows, and production pipelines that turn a public site into the front door of the business.

Talk about a custom workflow View mailed quote Build call sheet Open AI storyboard