Hey all, I recorded a quick video tutorial on my lead management setup. This basically covers the time from when a new lead comes in to when the client signs an engagement agreement.
This is my own setup, but I'm sure it can be improved. Let me know if you have any suggestions. I did this with Podio, but I bet you could use other platforms if they're flexible enough. Trello combined with Zapier might be good alternative (and I've never tried a dedicated solution like Lexicata).
Let me know of any comments or questions. Hope it helps anyone trying to keep track of and measure leads/engagements.
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