Proposals and Leads

Nurture prospects into clients with EcoHexagon's comprehensive lead management and proposal system.

Complete Lead Management System

EcoHexagon provides powerful lead tracking and conversion tools. Access via: https://ecohexagon.com/[workspace]/rs/leads

Adding a Lead

Method 1: Basic Lead Entry

  1. Click Leads → Add Lead.
  2. Enter company name, status, source.
  3. Click Save.

Method 2: Comprehensive Lead Profile

Comprehensive lead profile interface showing lead information setup form with contact details, qualification fields, lead source tracking, interest level indicators, budget range, timeline, and pain points documentation
Example: Lead to Client Conversion Process

Scenario: Converting "Tech Solutions Inc." from lead to paying client

Lead Information Setup
  • Company Name: Tech Solutions Inc.
  • Contact Person: Sarah Johnson, CTO
  • Email: sarah.johnson@techsolutions.com
  • Phone: (555) 987-6543
  • Website: www.techsolutions.com
  • Industry: Technology Services
  • Company Size: 50-100 employees
  • Annual Revenue: $5-10M
Lead Qualification Details
  • Lead Source: Website Contact Form
  • Lead Status: Qualified
  • Interest Level: High
  • Budget Range: $20,000-$50,000
  • Timeline: 3-6 months
  • Decision Maker: Sarah Johnson (CTO)
  • Pain Points: Outdated website, poor mobile experience
Lead Nurturing Activities
  1. Initial Contact: Follow-up email within 24 hours
  2. Discovery Call: 30-minute needs assessment
  3. Proposal Preparation: Custom proposal based on requirements
  4. Presentation: Proposal presentation meeting
  5. Follow-up: Address questions and concerns
  6. Conversion: Convert to client and create project
✅ Expected Result: Systematic lead conversion with high success rate

Lead Status Management

Lead status pipeline view showing progression from New to Contacted to Qualified to Proposal Sent to Negotiation to Won/Lost/On Hold with visual pipeline stages and status indicators

Track leads through the complete sales pipeline:

Creating a Proposal

Method 1: Basic Proposal Creation

  1. In Proposals or from a lead/client: Click Add Proposal.
  2. Set dates, client/lead, taxes, notes.
  3. Track engagement (email opens).

Method 2: Professional Proposal Development

Professional proposal development interface showing proposal header information, scope and pricing breakdown, professional branding options, terms and conditions, digital signature capability, and tracking features
Example: Proposal Creation Workflow

Scenario: Creating comprehensive proposal for website redesign project

Proposal Header Information
  • Proposal ID: PROP-2025-001
  • Client/Lead: Tech Solutions Inc.
  • Project Title: Website Redesign & Mobile Optimization
  • Proposal Date: 2025-07-16
  • Valid Until: 2025-08-15 (30 days)
  • Prepared By: Project Manager
Proposal Scope & Pricing
  • Phase 1: Discovery & Planning: $3,500
  • Phase 2: Design & Prototyping: $8,000
  • Phase 3: Development & Testing: $12,000
  • Phase 4: Launch & Training: $2,500
  • Subtotal: $26,000
  • Tax (8.5%): $2,210
  • Total Project Value: $28,210
Proposal Features
  • Professional Branding: Company logo and styling
  • Detailed Scope: Clear deliverables and timelines
  • Terms & Conditions: Payment terms and project terms
  • Digital Signature: Electronic approval capability
  • Tracking: Email opens and engagement metrics
✅ Expected Result: Professional proposal with clear scope and pricing

Proposal Templates & Automation

Proposal templates and automation interface showing template library, custom template creation, auto-population features, standardized pricing tables, and approval workflow configuration

Streamline proposal creation with templates and automation:

Lead Pipeline Management

Lead pipeline management dashboard showing pipeline overview with lead counts by stage, pipeline activities tracking, conversion metrics including total pipeline value, conversion rates, average deal size, and performance analytics
Example: Lead Pipeline Management

Scenario: Managing 15 leads through different pipeline stages

Pipeline Overview
  • New Leads: 4 leads requiring initial contact
  • Qualified Leads: 3 leads ready for proposals
  • Proposals Sent: 5 proposals awaiting response
  • Negotiation: 2 leads in discussion phase
  • Ready to Close: 1 lead ready for conversion
Pipeline Activities
  1. Daily Pipeline Review: Check lead status and activities
  2. Follow-up Scheduling: Schedule follow-up activities
  3. Progress Tracking: Monitor lead movement through stages
  4. Conversion Analysis: Track conversion rates by source
  5. Performance Metrics: Monitor sales performance
Pipeline Metrics
  • Total Pipeline Value: $156,000
  • Conversion Rate: 32% (leads to clients)
  • Average Deal Size: $18,500
  • Sales Cycle Length: 45 days average
  • Monthly Growth: 15% increase in qualified leads
✅ Expected Result: Efficient lead pipeline management with improved conversion rates

Proposal Tracking & Engagement

Proposal tracking and engagement interface showing email tracking notifications, view analytics with section focus data, response tracking, follow-up reminder scheduling, and proposal expiration management

Monitor proposal performance and client engagement:

Lead & Proposal Workflows

Follow these recommended workflows for effective lead management:

🔄 Essential Lead Management Workflows

  • Lead to Client Conversion: Capture leads → Create proposals → Track responses → Convert to clients (2-week process)
  • Proposal Development: Create branded proposals → Send to prospects → Track engagement → Follow up automatically (per proposal)
  • Pipeline Management: Track lead sources → Monitor proposal status → Analyze conversion rates → Optimize process (ongoing)
✅ These workflows ensure systematic lead conversion and proposal management.

Troubleshooting: Common Lead & Proposal Issues

🚨 Issue: Leads Not Converting to Clients

Problem: Low conversion rate from leads to paying clients

Root Cause: Poor lead qualification or inadequate follow-up

Solution:

  1. Implement lead scoring system to prioritize quality leads
  2. Develop systematic follow-up schedule
  3. Create lead nurturing campaigns with valuable content
  4. Improve lead qualification criteria and questions
✅ Result: Higher quality leads with improved conversion rates

🔧 Issue: Proposal Templates Not Loading

Problem: Template system not working or templates corrupted

Root Cause: Template configuration issues or browser cache problems

Solution:

  1. Check template permissions and access rights
  2. Verify template files are properly saved
  3. Recreate templates if corruption suspected

📊 Issue: Lead Tracking Data Inconsistencies

Problem: Lead status or tracking data not updating properly

Root Cause: Data sync issues or permission problems

Solution:

  1. Refresh lead dashboard to sync latest data
  2. Check user permissions for lead management
  3. Verify lead status workflow is properly configured
  4. Contact support if data inconsistencies persist

🔄 Issue: Pipeline View Not Updating

Problem: Lead pipeline not showing current status or movements

Root Cause: Real-time sync issues or filter problems

Solution:

  1. Refresh pipeline view or reload page
  2. Check date range filters and status filters
  3. Verify lead assignments are correct

Advanced Lead Management Features

🚀 Lead Intelligence Features

  • Lead Scoring: Automatic lead qualification scoring
  • Source Tracking: Track lead generation sources
  • Behavior Analytics: Monitor lead engagement patterns
  • Predictive Analytics: Forecast lead conversion probability

📈 Sales Analytics

  • Conversion Metrics: Track lead-to-client conversion rates
  • Pipeline Analysis: Analyze pipeline health and trends
  • ROI Tracking: Measure return on lead generation efforts
  • Performance Dashboards: Real-time sales performance monitoring

🔄 Automation Features

  • Lead Nurturing: Automated email sequences
  • Follow-up Reminders: Automatic task creation
  • Proposal Automation: Auto-generate proposals from templates
  • Status Updates: Automatic lead status progression

🆘 Lead & Proposal Management Help Resources

Get Lead Management Help
  1. Quick Help: Troubleshooting Section Above - Common lead issues
  2. Detailed Guidance: Branding Settings - Configure professional proposal templates and branding
  3. Advanced Features: Notification Settings - Set up automated follow-ups and engagement tracking
  4. Expert Support: Sales Support - Professional guidance
Related Lead Management Topics

Need help with specific lead management features? Contact your system administrator or contact support for lead management help

✅ Best Practice: Convert accepted proposals to clients/projects automatically.
Back to Table of Contents