Growth shouldn't depend on remembering to follow up.

A lead pipeline built for how firms actually win work: referrals, conversations, proposals, engagement letters. In the same system where the work begins the day they say yes.

Where prospects get lost

A client refers their brother in law, who emails once, gets a reply eleven days later, and has found someone else by then. A promising discovery call happens in February, and the proposal it deserved never leaves drafts because February had no room for it.

Firms lose prospects to slow replies more often than to competitors. Follow up is unscheduled work with no deadline, so it is the first thing a busy season displaces.

A pipeline that looks like your pipeline

Referral in, conversation, proposal, engagement letter out. Each prospect is a card; each card carries its notes, its emails, and its next follow up date. Nothing advances by memory.

When a prospect signs, the card becomes a client, the engagement letter goes out for signature, and the onboarding template starts. Same system, no re entry. Sample data. Firm and client names are fictional.

From won to working, in an afternoon

In most firms, winning a client kicks off a week of administration: create them in the practice tool, again in the document system, send the engagement letter from the eSignature app, request onboarding documents by email, set up recurring work in a spreadsheet.

Here it is one motion. The prospect record becomes the client record, history intact. The engagement letter goes out for signature. The onboarding document request follows automatically. The recurring engagement schedules itself. The new client's first impression is an organized, prompt onboarding, which is the same reputation that won the referral.

Referrals are earned. Follow up should not depend on memory.

Most firms' next ten clients are already in someone's inbox, waiting on a reply. A pipeline makes sure they get one.