SurfaceIQ

From new lead to sent quote

One lead, four systems, one circle. Follow the ribbon clockwise: Pipedrive owns the relationship, Google Drive owns the documents, Floorzap owns the quote, email carries it out, and the follow-up cycle keeps working the deal until it is won or lost.

Pipedrive Google Drive Floorzap Email

Click any step; its checklist opens in the middle of the circle. Amber tags mark open questions.

The one rule
  • Anyone opening a lead must immediately see what happened, where it stands, and what happens next.
  • No lead sits without a note saying either what the follow-up is, or why it is waiting.
GC sends drawings set up the account start the quote download + rename attach from Drive deal followsthe quote keep following up REPEAT UNTIL WON OR LOST 1 Lead into Pipedrive PIPEDRIVE · CONTACTS 2 Docs into Drive GOOGLE DRIVE PROJECT FOLDER 3 Customer in Floorzap FLOORZAP · NEW 4 Build the quote FLOORZAP · QUOTE 2 OPEN 5 File the quote PDF FLOORZAP → DRIVE 6 Email the quote EMAIL + PIPEDRIVE 7 Create the deal PIPEDRIVE DEAL + VALUE ↻ Work the deal PIPEDRIVE UNTIL WON OR LOST
Pipedrive, while it is a lead
Lead Identifiedwe know about the job
Qualifiedreal project, worth bidding
Site Visit / Scope Definedwe saw it or scoped it
Proposal Sentthe quote is out
Negotiationswork it until won or lost

Move the deal one stage right as each thing happens. A deal sitting in the wrong stage counts as a lead with no next step.

When to follow up

Starter rules. Adi sets the real numbers, and this page updates when she does.