BDSocialLead for Freelancers & Consultants

Keep proposals, invoices, dues and follow-ups linked to the client chat.

Use case

Keep proposals, invoices, dues and follow-ups linked to the client chat.

Use status, priority, payment state, short summary, private notes, next follow-up and the unified billing dates consistently.

Create products or services that reflect the actual offers, packages, billing cycles and units used by the business.

Review new leads, expected revenue, invoiced totals, received payments, dues, active or expired subscriptions and top ad sources every month.

Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.