Pipeline

Your pipeline

The Pipeline is your home screen: every business is a card, grouped by stage, with its next step written under it. The Pipeline board with Requests, Prospects, Designing and Pitched columns Reading the board - Stages: Requests, Prospects, Designing, Pitched, Won and Live. The filters above the board show how many businesses are in each. - Next step: each card says what comes next, such as Audit next, Look, Design or Pitch. The bar under it fills as the business moves along. - Open a business: double-click its card, or press ↗. - Board or List: switch views with the toggle at the top left. - Needs you: shows only the businesses waiting on you. Add a business Type into the box at the top: paste a website to scan, or describe a business with no site yet, then press Start. To search for new businesses instead, press Find prospects (Find prospects). Requests from business owners Owners can ask you for a redesign from your own site. Their message lands in Requests with what they wrote. Press Take it to add the business to your pipeline, or Decline. All requests shows the full list.

Find prospects

Find prospects searches for local businesses with websites worth redoing and adds them to your Pipeline as prospects. Find prospects searching a map while Whiskers looks for businesses How to use it 1. Open Pipeline. 2. Press Find prospects in the box at the top. 3. Whiskers searches the map. Pins show the businesses found; the box reads Whiskers is looking… until the search is done. 4. New businesses appear in the Prospects column with Audit next under them. Open one to start its audit. Tip: the side panel on the right keeps a count of businesses in every stage, so you can see the new ones arrive.