<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/e5aa1c7d-82e6-4548-b483-24c9e1cc74ec/6c4fff1d-7122-4d8f-a788-f74fd466eade/Untitled_design_(1).png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/e5aa1c7d-82e6-4548-b483-24c9e1cc74ec/6c4fff1d-7122-4d8f-a788-f74fd466eade/Untitled_design_(1).png" width="40px" /> Hey - Sam here. Watch the video below to get started:
https://www.loom.com/share/5bf92d8802964a8aa2002e4f8e11d2ca?sid=0167fb5d-1af9-4327-a74b-997e80f89c68
<aside> <img src="/icons/chat_gray.svg" alt="/icons/chat_gray.svg" width="40px" /> Enjoying this template? Check out Notion for Agencies - the all-in-one agency system! (Use checkout code “BUNDLE10” to get the price of this template off retail price.)
</aside>
Sub-pages
Note: Use the button below to capture new leads. Do not add them from the pipeline.
Note: Create new leads by opening the pages below and following the same process as per the “Capture New Lead” button.
Note: Only meetings assigned to projects in the CRM (have a status of to-do) will show here.
Made by Sam Bird: Consulting & Coaching | Gumroad Shop | X (formerly Twitter) | YouTube
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