Template · Web / design agency
11 proposals out. $186K in the pipe. Close 4 by Friday.
A proposal-to-close machine — lead scoring, SOW generation, e-sign, deposit, kickoff. Wired into HubSpot, PandaDoc, Stripe, Calendly, Linear, Slack, Notion. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Proposals out
11
avg value $17K
Pipeline value
$186K
8 in decision
Avg time to close
11d
best in class
Active projects
9
2 launching this week
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Lead → proposal
Discovery call to signed SOW in 48 hours.
- HubSpot deal created
- Calendly discovery booked
- SOW drafted in PandaDoc
- Stripe deposit link attached
- E-sign routed
2 · Signed → kickoff
Deposit hits, kickoff fires, project lives in Linear.
- Stripe webhook
- Linear project cloned
- Slack channel created
- Kickoff Calendly booked
- Welcome video sent
3 · Launch → referral
Ship the site, ask for a review, open the referral loop.
- QA checklist complete
- DNS flip scheduled
- Post-launch NPS via Typeform
- HubSpot referral sequence
- Case study draft queued
Connected to the tools you already use
Live adapters. Bring your own credential.
HubSpot
PandaDoc
Stripe
Calendly
Linear
Slack
Salesforce
Typeform
GitHub
Notion
Figma
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