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Pipeline

Pipeline

Pipeline

Dashboard

Dashboard

Dashboard

Stop wasting time chasing clients and finally gain the freedom to reject cheap clients without fear. The Pipeline Dashboard is the perfect CRM for creative entrepreneurs looking to provide a premium service to high-paying clients.

  • No more cold outreach

  • No more cheap clients

  • More profits, less clients

David Sierra

"this is a master piece, it’s everything i needed and even more, thanks for sharing your knowledge. Seeing the tutorial and the inside of the platform I can now see my agency way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product." 👍🏻

Made for Creative Agencies & Freelancers

  • Video Editing

  • Web Design

  • Graphic Design

  • Copywriting

  • SMMA

Doing a "good job" is not enough to get your clients to stay...

Doing a "good job" is not enough to get your clients to stay...

Surprisingly, getting your clients to not cancel the use of your services has barely anything to do with the work you’re going to do for them and more about their overall experience working with you. Here’s how you’re going to be able to improve it…

Surprisingly, getting your clients to not cancel the use of your services has barely anything to do with the work you’re going to do for them and more about their overall experience working with you. Here’s how you’re going to be able to improve it…

Surprisingly, getting your clients to not cancel the use of your services has barely anything to do with the work you’re going to do for them and more about their overall experience working with you. Here’s how you’re going to be able to improve it…

Capture leads without sending a single cold email

The first step is to immediately capture clients and have all of their information accessible for you to know if they are going to be worth your time. The Pipeline Dashboard includes a few forms that your prospects will fill out. Their information will automatically be sent to the system for you to view it and decide whether or not you want to move forward.

Capture leads without sending a single cold email

The first step is to immediately capture clients and have all of their information accessible for you to know if they are going to be worth your time. The Pipeline Dashboard includes a few forms that your prospects will fill out. Their information will automatically be sent to the system for you to view it and decide whether or not you want to move forward.

Capture leads without sending a single cold email

The first step is to immediately capture clients and have all of their information accessible for you to know if they are going to be worth your time. The Pipeline Dashboard includes a few forms that your prospects will fill out. Their information will automatically be sent to the system for you to view it and decide whether or not you want to move forward.

Reject clients that are not worth your time

After your prospects submit their inquiry, you’ll be able to approve or reject the inquiry. If you approve the inquiry, the pipeline will instantly send an email to your prospect automatically, letting them know the good news followed with a link to book a discovery call with you. If you reject their inquiry the pipeline will send your prospecting an email letting them know it won’t be a good fit. Regardless of what you decide to do, you get to choose to work with clients that are worth your time.

Reject clients that are not worth your time

After your prospects submit their inquiry, you’ll be able to approve or reject the inquiry. If you approve the inquiry, the pipeline will instantly send an email to your prospect automatically, letting them know the good news followed with a link to book a discovery call with you. If you reject their inquiry the pipeline will send your prospecting an email letting them know it won’t be a good fit. Regardless of what you decide to do, you get to choose to work with clients that are worth your time.

Reject clients that are not worth your time

After your prospects submit their inquiry, you’ll be able to approve or reject the inquiry. If you approve the inquiry, the pipeline will instantly send an email to your prospect automatically, letting them know the good news followed with a link to book a discovery call with you. If you reject their inquiry the pipeline will send your prospecting an email letting them know it won’t be a good fit. Regardless of what you decide to do, you get to choose to work with clients that are worth your time.

Deliver a seamless client onboarding experience

When you successfully close a client, the Pipeline system automatically generates a comprehensive list of tasks, each accompanied by detailed Standard Operating Procedures (SOPs), within the client's Pipeline profile. These tasks are ready for you or your team members to efficiently work through and check off as they're completed, ensuring a smooth and standardized workflow for every new client onboarding process.

Deliver a seamless client onboarding experience

When you successfully close a client, the Pipeline system automatically generates a comprehensive list of tasks, each accompanied by detailed Standard Operating Procedures (SOPs), within the client's Pipeline profile. These tasks are ready for you or your team members to efficiently work through and check off as they're completed, ensuring a smooth and standardized workflow for every new client onboarding process.

Deliver a seamless client onboarding experience

When you successfully close a client, the Pipeline system automatically generates a comprehensive list of tasks, each accompanied by detailed Standard Operating Procedures (SOPs), within the client's Pipeline profile. These tasks are ready for you or your team members to efficiently work through and check off as they're completed, ensuring a smooth and standardized workflow for every new client onboarding process.

Get project assets from clients immediately

One of the biggest challenges with client work is the post-sale letdown—you're excited after closing the deal, but then you're stuck waiting weeks or months to get the project assets needed to begin. This delay can kill your motivation and create awkward situations where you either have to issue refunds or deal with clients following up a year later about their paid-for services. Pipeline makes it easy to avoid this issue with its built-in client management system.

Get project assets from clients immediately

One of the biggest challenges with client work is the post-sale letdown—you're excited after closing the deal, but then you're stuck waiting weeks or months to get the project assets needed to begin. This delay can kill your motivation and create awkward situations where you either have to issue refunds or deal with clients following up a year later about their paid-for services. Pipeline makes it easy to avoid this issue with its built-in client management system.

Get project assets from clients immediately

One of the biggest challenges with client work is the post-sale letdown—you're excited after closing the deal, but then you're stuck waiting weeks or months to get the project assets needed to begin. This delay can kill your motivation and create awkward situations where you either have to issue refunds or deal with clients following up a year later about their paid-for services. Pipeline makes it easy to avoid this issue with its built-in client management system.

Collect feedback & raving reviews from your clients

Pipeline streamlines the process of gathering authentic testimonials and referrals from satisfied clients. The built-in feedback system redirects clients to a ready-made form that collects powerful social proof to help you attract more high-quality clients.

Collect feedback & raving reviews from your clients

Pipeline streamlines the process of gathering authentic testimonials and referrals from satisfied clients. The built-in feedback system redirects clients to a ready-made form that collects powerful social proof to help you attract more high-quality clients.

Collect feedback & raving reviews from your clients

Pipeline streamlines the process of gathering authentic testimonials and referrals from satisfied clients. The built-in feedback system redirects clients to a ready-made form that collects powerful social proof to help you attract more high-quality clients.

Get Started in No-Time!

Get Started in No-Time!

I know you're busy and the last thing you want is to spend days building a system that might break. So I made it easy for you to get started in little to no-time at all!

Instant Access

After purchase, you'll be redirected to the access link where you can duplicate the system to your workspace with just two clicks.

Instant Access

After purchase, you'll be redirected to the access link where you can duplicate the system to your workspace with just two clicks.

Instant Access

After purchase, you'll be redirected to the access link where you can duplicate the system to your workspace with just two clicks.

Integrated Tutorials

Our systems include carefully-crafted video guides to help you through the setup process, which you'll be able to access at all times.

Integrated Tutorials

Our systems include carefully-crafted video guides to help you through the setup process, which you'll be able to access at all times.

Integrated Tutorials

Our systems include carefully-crafted video guides to help you through the setup process, which you'll be able to access at all times.

Expert Guidance

All of our users get access to our support system where you'll be able to submit a ticket in the event you need assistance.

Expert Guidance

All of our users get access to our support system where you'll be able to submit a ticket in the event you need assistance.

Expert Guidance

All of our users get access to our support system where you'll be able to submit a ticket in the event you need assistance.

Rinske Rietveld

"I have been using this system for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's Pipeline Dashboard has been a revelation for me, and I genuinely believe it can be the solution for many!"

Rated 5 out of 5

Enjoy Lifetime Access and
No Subscription Fees

Enjoy Lifetime Access and No Subscription Fees

Custom Pipeline

$9997

One-time payment

Capture leads without sending cold emails

Reject clients that are not worth your time

Deliver successful client onboarding experiences

Get project assets from clients immediately

Get RAVING reviews & referrals from your clients

Automated client onboarding tasks with SOPs

Custom Lead Qualification System

Custom Client Onboarding System

Custom KPI Trackers

Pipeline + Automated Onboarding Tasks with SOPs

$297

One-time payment

Capture leads without sending cold emails

Reject clients that are not worth your time

Deliver successful client onboarding experiences

Get project assets from clients immediately

Get RAVING reviews & referrals from your clients

Automated client onboarding tasks with SOPs

Custom Lead Qualification System

Custom Client Onboarding System

Custom KPI Trackers

Pipeline

$247

One-time payment

Capture leads without sending cold emails

Reject clients that are not worth your time

Deliver successful client onboarding experiences

Get project assets from clients immediately

Get RAVING reviews & referrals from your clients

Automated client onboarding tasks with SOPs

Custom Lead Qualification System

Custom Client Onboarding System

Custom KPI Trackers

Michelle MacDonald

"Since using the new system, tracking leads has been organized and seamless, and my clients are loving their new portal which contains their entire content plan and documents..."

FAQs

Find quick solutions and helpful information about

Pipeline

Whether you're curious about how we work, pricing details, or need support, this section covers the most common inquiries to help you get started."

Can I still use the Pipeline Dashboard regardless of the business I run?

Can my clients see all the tasks we're working on?

Do I have to use Zapier, Make, or any other third party automation software?

Do I need to be on a paid plan to use your dashboards?

Can I make changes to the Dashboard?

What happens if you make add new features to the dashboard?

Do I have to pay any monthly fees after purchasing the dashboard?

How do I install the Pipeline Dashboard to my Notion account?

Do you offer refunds?

Can I still use the Pipeline Dashboard regardless of the business I run?

Can my clients see all the tasks we're working on?

Do I have to use Zapier, Make, or any other third party automation software?

Do I need to be on a paid plan to use your dashboards?

Can I make changes to the Dashboard?

What happens if you make add new features to the dashboard?

Do I have to pay any monthly fees after purchasing the dashboard?

How do I install the Pipeline Dashboard to my Notion account?

Do you offer refunds?

Can I still use the Pipeline Dashboard regardless of the business I run?

Can my clients see all the tasks we're working on?

Do I have to use Zapier, Make, or any other third party automation software?

Do I need to be on a paid plan to use your dashboards?

Can I make changes to the Dashboard?

What happens if you make add new features to the dashboard?

Do I have to pay any monthly fees after purchasing the dashboard?

How do I install the Pipeline Dashboard to my Notion account?

Do you offer refunds?