Special promotion - digital delivery

Lead Capture Form, Workflow, & Pipeline Bundle

This generic (non-industry specific) bundle gives you everything you need to set up a special promotion like a Black Friday or Cyber Monday deal for a product or service to be delivered digitally. 

It includes the Lead Capture Form, Workflow, including Invoice and Emails, as well as tags and a Pipeline so you can see who has inquired, purchased, and had their promotion fulfilled. 

This is ideal for promoting any product that can be delivered electronically, such as e-books, templates, guides, courses, etc.  With minimal modification to the fulfillment email, this bundle can also be used to sell services, such as coaching packages, photography, massage, gift certificates, etc. 

 

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With this Bundle, you'll be able to…

01

Offer Online Sales for Digital Products or Services

02

Automate Digital Delivery of Product or Service

03

Make Sales While You Sleep

04

Track status of promotion.

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This bundle allows your clients to purchase and pay for your special promotion online and have it automatically fulfilled without any interaction on your part.  Upon inquiry, the client will be sent an invoice to pay online for the product.  Upon payment in full, an email will be automatically sent with the information they need to access their purchase. This bundle includes tags that allow you to see which clients have inquired, purchased, and had their digital products delivered in the included Pipeline.

 

This bundle includes 1 lead capture form, 1 workflow, 1 pipeline, 1 invoice, and 2 email templates. This workflow is designed to easily be incorporated into existing workflows or stand alone.  All items in this bundle are plug and play, with minimal setup on your part, but are completely customizable to meet your specific needs.

Specific instructions regarding items you will need to set up yourself will be provided upon purchase. The item(s) you will need to set up or modify yourself include: Product & Service Settings.

 

Templates Included in Bundle:

  • Workflows
    • SP-INV-01 Special Promotion - Digital Delivery
  • Pipeline
    • SP - Special Promotion Pipeline
  • Emails
    • SP-INV-01-02 Send Special Promotion Invoice - Digital Delivery
    • SP-INV-01-03 Send Special Promotion Fulfillment Info - Digital Delivery
  • Invoice
    • SP-INV-01-01 Special Promotion Invoice - Digital Delivery
  • Lead Capture Form
    • SP - Special Promotion - Digital Delivery

Deb Mitzel

Hi there, I'm Deb Mitzel and I LOVE small business, like REALLY love it, and I'm passionate about helping other small business owners find success!  With almost thirty years in the business world and over a decade as a small business owner,  I have acquired and developed a unique set of skills that I can use to help you level up the "business" side of your business!  

I specialize in providing Small Business Consulting & Coaching services, as well as Portrait Photography, but have extensive experience in all aspects of small business, from marketing and sales to accounting, operations, and beyond.  

I have been using 17hats since 2015 and am excited to offer templates you can use to level up your business success!