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CRM & lead workflow demo

From inquiry to quote, retainer, and project workflow.

A clickable case study showing how FultonStudio can build the business system behind a website: lead capture, qualification, quick quotes, one-button acceptance, retainer tracking, and production stages after the job is won.

Test the workflow View mailed quote Build call sheet Build storyboard

Why this exists

FultonStudio builds systems around the business, not just pages.

Most websites end at the contact form. This one keeps going: it collects the lead, organizes the request, suggests the right service path, prepares a quote, and moves the job into production once the client accepts.

Everything in this preview runs on the same kind of logic FultonStudio builds into private client systems: quoting rules, retainer gates, and production handoffs tailored to how the business actually runs.

What visitors can test

Lead collection

Website forms, LinkedIn messages, Reddit opportunities, referrals, and pasted notes can all be turned into structured lead records.

Quick quotes

A quote can be built from the lead record using service templates like rebuild, care plan, or dashboard build.

Acceptance

The quote preview includes a one-button acceptance simulation so visitors understand how the sales step moves forward.

Retainer step

Once accepted, the next required action becomes retainer collection before the project workflow opens.

Mailed quote preview

Visitors can see what the client-facing quote email would look like with scope, fee, retainer, and acceptance action.

Won-project workflow

After retainer collection, the system opens onboarding, discovery, content, design, build, review, launch, and care plan stages.

Production call sheet

A won project can create a call sheet, add weather, pick the crew, and route production details into the companion photography workflow.

AI storyboard creator

A logic-based storyboard page uses a short questionnaire, production rules, and two AI prompt engines to produce a structured shot plan.

Team distribution

Selected crew members can receive the approved call sheet by email or text, with delivery status shown in the workflow.

Logic rules

If the lead type, quote status, payment status, or production need changes, the system knows what should happen next.

CRM & Lead Workflow Demo

Walk a sample lead through the full pipeline.

This interactive preview follows one lead from start to finish: collect the request, qualify it, build a quick quote, let the client accept with one click, record the retainer, then open the production checklist.

Open workflow preview Preview mailed quote Build call sheet Build storyboard
01Lead collectedWebsite form, audit request, support request, or referral.
02Quick quoteScope, service path, estimate range, and first payment.
03AcceptedOne-button acceptance moves the opportunity forward.
04Retainer receivedProject workspace and production tasks become active.

What this shows

A website can become the front door to an operating system.

Instead of letting forms disappear into email, the system classifies the request, attaches notes, recommends a next action, and keeps the lead moving toward a quote or project workflow.

Workflow logic

The demo is driven by business rules, not just static cards.

Each stage has a condition: a lead creates a review queue item, an accepted quote creates a won project, and a collected retainer opens the production checklist.

Workflow preview

Command Center

Demo mode
New leads73 ready for review
Quick quotes42 waiting on acceptance
Won projects31 waiting on retainer
Active workflows62 in build phase
Call sheets52 ready to send
Lead

Hudson Market Group

Website rebuild + CRM workflow

Quote

$7,500–$11,500

50% retainer required to open production

Acceptance

Awaiting client

The quote email is waiting for one-button acceptance. Once accepted, the job becomes a won project and the retainer step becomes required.

Workflow

Won Project Workflow

Once the quote is accepted and the retainer is collected, production tasks become active instead of living in scattered emails.

Capture logic

Lead capture tools

Pick a source and the demo turns that raw inquiry into a structured lead record with source, request type, score, next action, and quote path.

Website audit request

Hudson Market Group

The lead wants a cleaner public site, a private request dashboard, and a quote/retainer workflow that reduces manual email handling.

Lead score
High-fit / ready for quote
Next action
Build quick quote and send acceptance email
Quote path
Rebuild + workflow dashboard

The system does not care where the lead starts. It normalizes the source, identifies intent, scores fit, and routes the next action.

Conversation

Add Interaction

Paste emails, text threads, phone notes, or meeting notes here. The interaction is saved to the timeline and can create a follow-up task.

Builder

Quick Quote Builder

Choose the service path and the quote preview updates. In a live build, this pulls from your service templates and project rules.

Website rebuild + workflow dashboard

Website rebuild + workflow dashboard

$7,500–$11,500

50% retainer required to open production

Draft

Quote is in draft review.

From: FultonStudio Workflow Team

Subject: Website rebuild and workflow dashboard quote

Hi Morgan,

Thanks for the details you sent over. You mentioned that inquiries get buried in email and quotes take days to assemble, so this proposal covers a website rebuild with a private lead and project workflow behind it.

Scope summary

  • Public website structure and key service pages
  • Lead intake and request dashboard
  • Quick quote workflow with acceptance step
  • Retainer-triggered production checklist
Estimated project fee
$7,500–$11,500
Required retainer
50% to open production
Awaiting client

Status: Quote sent

The quote email is waiting for one-button acceptance. Once accepted, the job becomes a won project and the retainer step becomes required.

Production

Won Project Workflow

Once the quote is accepted and the retainer is collected, production tasks become active instead of living in scattered emails.

01

Discovery

02

Content

03

Design

04

Build

05

Review

06

Launch

07

Call Sheet

08

Storyboard

Production fields

Weather check

Draft

Call sheet preview

Project
Website rebuild launch portraits
Client
Hudson Market Group
Production date
Tuesday, 10:00 AM
Location
Client office and FultonStudio backup set
Crew / workflow owner
Ken Jones + production assistant
Deliverables
Executive portraits, web hero imagery, and supporting brand visuals
Weather location
Lower Manhattan, NY
Forecast
Partly cloudy, 72°F
Production risk
20% rain risk / low wind
Weather note
Outdoor pickup shots are clear; keep FultonStudio as backup interior location.

Call sheet is ready to review before sending to the photography workflow queue.

Selected team: Ken Jones, Production Assistant

Distribution status: Not sent

Waiting for approval before delivery.

Draft call sheet
Weather + team checked
Photography workflow queue
Email/SMS delivered

Storyboard questionnaire

Questionnaire ready

Storyboard preview

Choose inputs and generate a draft shot sequence for the production team.

Assignment type: Website launch portraits + brand visuals

Visual goal: Confident, modern, approachable leadership imagery

Audience / buyer: Business owners and marketing directors comparing service providers

Primary location: Client office with FultonStudio backup set

Usage context: Homepage hero, service pages, social crops, and proposal follow-up

Required deliverables: Hero image, executive portraits, team candids, detail images, web crops

AI Engine 1: Shot structure prompt

Create a practical shot sequence for a website production day. Use the assignment type, audience, usage context, location, and deliverables. Prioritize frames that support homepage, service-page, and sales follow-up needs.

AI Engine 2: Creative treatment prompt

Refine the shot sequence into a visual treatment. Keep the tone confident, modern, and approachable. Suggest composition, pacing, crop safety, and detail coverage without changing the required production frames.

Logic engine output

The logic engine reads assignment type, audience, usage, location, and deliverables. It decides what frames are required before either AI prompt is written, so the storyboard follows the business need instead of becoming random creative copy.

Rules used

  • If deliverables include a homepage hero, require at least one horizontal frame with negative space.
  • If the audience includes business owners or marketing directors, prioritize trust-building portraits and process images.
  • If usage includes service pages, add detail/process frames that can support content blocks.
  • If usage includes social crops, require vertical and square-safe alternates.
Frame 01

Opening hero portrait

Horizontal executive image with clean background, strong posture, and website-safe negative space.

Frame 02

Environmental leadership image

Subject placed inside the working space to show context without clutter.

Frame 03

Team / workflow moment

Small group interaction showing collaboration, useful for service pages and recruiting copy.

Frame 04

Detail and brand texture

Hands, tools, signage, interior details, screens, or materials that support the website design system.

Rules

Logic-based routing

Logic rules decide what happens next so the workflow does not depend on memory alone.

If source = LinkedIn / Reddit / paste

Normalize the raw inquiry into the same lead record structure as a website form.

If lead type = rebuild

Recommend site structure, quote template, and discovery checklist.

If quote accepted

Create won project and lock the next step to retainer collection.

If retainer recorded

Open production workflow, call sheet, and client onboarding.

If production needs visuals

Open call sheet, team distribution, and storyboard prompt logic.

Work with FultonStudio

A working website can become the sales and production system behind the business.

Want a system like this behind your website? FultonStudio builds custom dashboards, quoting workflows, and production pipelines that turn a public site into the front door of the business.

Talk about a custom workflow View mailed quote Build call sheet Open AI storyboard