Every lead has a next move.

Finwell owns the journey until the consultation is booked and the lead brief is handed to your practice system.

Source

Select leads to move several at once

New leadNeeds review

1$1,100

Google

Monthly bookkeeping

ESTIMATE: $1,100/mo
NEXT: Qualify service fit

QualifiedFit confirmed

1$1,750

Website

Bookkeeping + payroll

ESTIMATE: $1,750/mo
NEXT: Discovery call tomorrow

Call bookedConsultation scheduled

2$6,300

Partner

CFO advisory

ESTIMATE: $3,500/mo
NEXT: Review proposal Friday

Referral

Books + advisory

ESTIMATE: $2,800/mo
NEXT: Engagement awaiting signature

Handed offSent to practice system

7$9,700

Website

Catch-up + monthly

ESTIMATE: $2,100/mo
NEXT: Awaiting contact details

✓ Lead brief delivered

Client referral

Advisory

ESTIMATE: $1,800/mo
NEXT: Advisory cadence agreed

✓ Lead brief delivered

Client referral

Cleanup + monthly

ESTIMATE: $1,600/mo
NEXT: Begin onboarding

✓ Lead brief delivered

Google

Monthly bookkeeping

ESTIMATE: $1,400/mo
NEXT: Onboarding scheduled

✓ Lead brief delivered

Partner

Books + payroll

ESTIMATE: $1,150/mo
NEXT: Partner-led onboarding

✓ Lead brief delivered

Referral

Books + payroll

ESTIMATE: $950/mo
NEXT: Onboarding in progress

✓ Lead brief delivered

Google

Monthly bookkeeping

ESTIMATE: $700/mo
NEXT: July close correction open

✓ Lead brief delivered

Not convertedClosed without booking

0$0

Nothing in this stage.