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.
What this shows
A website can become the front door to an lead collection 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 Site is driven by logic 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.
Hudson Market Group
Website rebuild + CRM workflow
$7,500–$11,500
50% retainer required to open production
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.
Won Project Workflow
Once the quote is accepted and the retainer is collected, production tasks become active instead of living in scattered emails.
Capture logic
Lead capture tools
Pick a source and the demo turns that raw inquiry into a structured lead record with source, request type, score, next action, and quote path.
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
- Quote path
- Rebuild + workflow dashboard
The system checks where the lead came from. It normalizes the source, identifies intent, scores fit, and routes the next action.
Conversation
Add Interaction
Paste emails, text threads, phone notes, or meeting notes here. The interaction is saved to the timeline and can create a follow-up task.
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
DraftQuote is in draft review.
Hi Morgan,
Thanks for the details you sent over. You mentioned that inquiries get buried in email and quotes take days to assemble, so this proposal covers a website rebuild with a private lead and project workflow behind it.
Scope summary
- Public website structure and key service pages
- Lead intake and request dashboard
- Quick quote workflow with acceptance step
- Retainer-triggered production checklist
- Estimated project fee
- $7,500–$11,500
- Required retainer
- 50% to open production
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.
Discovery
Content
Design
Build
Review
Launch
Call Sheet
Storyboard
Production fields
Weather check
Call sheet preview
- Project
- Website rebuild launch portraits
- Client
- Hudson Market Group
- Production date
- Tuesday, 10:00 AM
- Location
- Client office and FultonStudio backup set
- Crew / workflow owner
- Ken Jones + production assistant
- Deliverables
- Executive portraits, web hero imagery, and supporting brand visuals
- Weather location
- Lower Manhattan, NY
- Forecast
- Partly cloudy, 72°F
- Production risk
- 20% rain risk / low wind
- Weather note
- Outdoor pickup shots are clear; keep FultonStudio as backup interior location.
Call sheet is ready to review before sending to the photography workflow queue.
Selected team: Ken Jones, Production Assistant
Distribution status: Not sent
Waiting for approval before delivery.
Storyboard questionnaire
Storyboard preview
Choose inputs and generate a draft shot sequence for the production team.
AI Engine 1: Shot structure prompt
Create a practical shot sequence for a website production day. Use the assignment type, audience, usage context, location, and deliverables. Prioritize frames that support homepage, service-page, and sales follow-up needs.
AI Engine 2: Creative treatment prompt
Refine the shot sequence into a visual treatment. Keep the tone confident, modern, and approachable. Suggest composition, pacing, crop safety, and detail coverage without changing the required production frames.
Logic engine output
The logic engine reads assignment type, audience, usage, location, and deliverables. It decides what frames are required before either AI prompt is written, so the storyboard follows the business need instead of becoming random creative copy.
Rules used
- If deliverables include a homepage hero, require at least one horizontal frame with negative space.
- If the audience includes business owners or marketing directors, prioritize trust-building portraits and process images.
- If usage includes service pages, add detail/process frames that can support content blocks.
- If usage includes social crops, require vertical and square-safe alternates.
Opening hero portrait
Horizontal executive image with clean background, strong posture, and website-safe negative space.
Environmental leadership image
Subject placed inside the working space to show context without clutter.
Team / workflow moment
Small group interaction showing collaboration, useful for service pages and recruiting copy.
Detail and brand texture
Hands, tools, signage, interior details, screens, or materials that support the website design system.
Rules
Logic-based routing
Logic rules decide what happens next so the workflow does not depend on memory alone.
If source = LinkedIn / Reddit / paste
Normalize the raw inquiry into the same lead record structure as a website form.
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, team distribution, and storyboard prompt logic.