Special promotion - Physical 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 to be delivered physically. 

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 needs to have their product fulfilled. 

This is ideal for promoting any product that needs to be delivered physically.

 

 

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With this Bundle, you'll be able to…

01

Offer Online Sales for Physical Products or Services

02

Collect payment effortlessly.

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 then you can prepare and ship the order.  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, letting them know their order has been received, and they will be notified again when it is on the way. This bundle includes tags that allow you to see which clients have inquired, purchased, and whose products need to be delivered in the included Pipeline.

 

This bundle includes 1 lead capture form, 1 workflow, 1 pipeline, 1 invoice, and 3 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-02 Special Promotion - Physical Delivery
  • Pipeline
    • SP - Special Promotion Pipeline
  • Emails
    • SP-INV-02-02 Send Special Promotion Invoice - Physical Delivery
    • SP-INV-02-03 Send Special Promotion Fulfillment Info - Physical Delivery
    • SP-INV-02-04 Your Order Has Shipped - Physical Delivery
  • Invoice
    • SP-INV-02-01 Special Promotion Invoice - Physical Delivery
  • Lead Capture Form
    • SP - Special Promotion - Physical 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!