{"product_id":"m352-clientflow-client-lead-workflow-system","title":"M352 ClientFlow — Client \u0026 Lead Workflow System","description":"\n\u003cp\u003e\u003cstrong\u003eFrom lead to paid — without losing the next step.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eM352 ClientFlow is a structured client and lead workflow system designed to help freelancers, creators, consultants, service providers, and small teams manage relationships, follow-ups, projects, and payments in one place.\u003c\/p\u003e\n\u003cp\u003eInstead of switching between separate trackers, ClientFlow connects the workflow from \u003cstrong\u003elead management to client delivery and payment tracking\u003c\/strong\u003e.\u003c\/p\u003e\n\u003ch3\u003eWhat ClientFlow helps you manage\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e1. Manage Clients \u0026amp; Leads\u003c\/strong\u003e\u003cbr\u003eKeep names, companies, contact details, lead sources, services, statuses, priorities, and next actions organized in one database.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e2. Track Follow-Ups\u003c\/strong\u003e\u003cbr\u003eSet follow-up dates, record communication channels, track outcomes, and quickly see what needs attention.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e3. Manage Projects\u003c\/strong\u003e\u003cbr\u003eTrack projects, deadlines, priorities, progress, next tasks, and timeline status from one workspace.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e4. Track Payments\u003c\/strong\u003e\u003cbr\u003eManage invoices, due dates, amounts, payment status, and payment alerts so outstanding payments are easier to spot.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e5. Use the Dashboard\u003c\/strong\u003e\u003cbr\u003eSee key business information at a glance, including active leads, active clients, projects, outstanding payments, pipeline status, and items that need attention.\u003c\/p\u003e\n\u003ch3\u003eWhat’s included\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e1 complete Excel workflow system with 10 tabs:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eStart Here\u003c\/li\u003e\n\u003cli\u003eSettings\u003c\/li\u003e\n\u003cli\u003eClients \u0026amp; Leads\u003c\/li\u003e\n\u003cli\u003eFollow-Ups\u003c\/li\u003e\n\u003cli\u003eProjects\u003c\/li\u003e\n\u003cli\u003ePayments\u003c\/li\u003e\n\u003cli\u003eCalculations\u003c\/li\u003e\n\u003cli\u003eDashboard\u003c\/li\u003e\n\u003cli\u003eClient Onboarding Checklist\u003c\/li\u003e\n\u003cli\u003eFollow-Up Message Kit\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt-in workflow features\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDropdown-based workflow fields\u003c\/li\u003e\n\u003cli\u003eAutomated calculations\u003c\/li\u003e\n\u003cli\u003eLead and client status tracking\u003c\/li\u003e\n\u003cli\u003eFollow-up tracking\u003c\/li\u003e\n\u003cli\u003eProject deadline and progress tracking\u003c\/li\u003e\n\u003cli\u003ePayment status and payment alerts\u003c\/li\u003e\n\u003cli\u003eDashboard KPIs\u003c\/li\u003e\n\u003cli\u003eAttention tracking for overdue items\u003c\/li\u003e\n\u003cli\u003eCustomizable business settings\u003c\/li\u003e\n\u003cli\u003eWindows \u0026amp; Mac compatible\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBonus tools included\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eClient Onboarding Checklist\u003c\/strong\u003e\u003cbr\u003eA simple workflow from signed agreement to ready-to-work client.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eFollow-Up Message Kit\u003c\/strong\u003e\u003cbr\u003e6 copy-ready templates for common situations, including initial follow-up, proposal follow-up, no response, payment reminders, project completion, and client re-engagement.\u003c\/p\u003e\n\u003ch3\u003eMade for\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFreelancers\u003c\/li\u003e\n\u003cli\u003eConsultants\u003c\/li\u003e\n\u003cli\u003eCreators\u003c\/li\u003e\n\u003cli\u003eService providers\u003c\/li\u003e\n\u003cli\u003eSmall agencies\u003c\/li\u003e\n\u003cli\u003eSmall teams\u003c\/li\u003e\n\u003cli\u003eAnyone managing multiple clients and projects\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you’ll receive\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e1 Excel workbook containing the complete M352 ClientFlow system and 2 built-in bonus tools.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis is a \u003cstrong\u003edigital product\u003c\/strong\u003e. No physical item will be shipped.\u003c\/p\u003e\n","brand":"M352 Studio","offers":[{"title":"Default Title","offer_id":48255466209478,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/6890\/4390\/files\/m352-clientflow-01.png?v=1791363760","url":"https:\/\/m352studio.com\/de\/products\/m352-clientflow-client-lead-workflow-system","provider":"M352 Studio","version":"1.0","type":"link"}