Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Track first outreach to prospects and flag introductions needing follow-up.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Keep new prospect statuses current after introductory email batches.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.