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Target
SalesBeginnerClock 45–90 min

Client Acquisition System

Turn cold leads into paying clients — end to end.

Avg close lift
+34%
Time saved/week
9 hrs
Templates
6
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Target Business outcome

A repeatable revenue engine that takes a lead from first contact to invoice paid, with every operational asset you need to close deals consistently.

Why it matters

SMEs lose deals because they pitch from scratch, quote inconsistently, and forget follow-ups. This bundle replaces guesswork with a workflow.

Layers Downloadable files (6)

  • CRM trackerGrid XLSX

    Pipeline of every lead, stage, value and next action.

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  • Quotation generatorGrid XLSX

    Auto-calc pricing, tax and discounts for branded quotes.

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  • Sales proposalDocument DOCX

    Branded proposal document tailored per prospect.

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  • Invoice templateLayers Hybrid

    Send invoices with reference numbers, VAT and payment terms.

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  • Client onboarding checklistGrid XLSX

    Onboard new clients without missing a step.

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  • Commission trackerGrid XLSX

    Track sales rep earnings transparently.

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Lightning Setup guide · 5 steps

  1. 1

    Set up your CRM

    Clock 15 min

    Import existing leads, define your stages, plug in deal values.

  2. 2

    Configure the quotation generator

    Clock 20 min

    Add your products, tax rate, discount rules and branding.

  3. 3

    Customise the proposal

    Clock 20 min

    Replace placeholders with your offer, case studies and pricing.

  4. 4

    Wire invoice + onboarding

    Clock 15 min

    Connect invoice numbering and assign onboarding owners.

  5. 5

    Run your first deal end to end

    Clock Day 1

    Walk one real prospect through the whole pipeline.