How it works / Stage 1 · Lead
Capture the lead.
A walk-in needing branding for a new shopfront. A fleet manager wanting 12 vehicles wrapped before quarter-end. A web enquiry for a single banner. Different jobs, same shape — and the moment you write down the brief, the clock starts. Signage Platform makes that first record the source of truth for everything that follows.
What's on the lead.
- Customer + contact + job title (reused on the project later)
- Site address — for site survey, install scheduling and applicator routing
- Vehicle metadata — registration, fleet number, make/model — for wrap jobs
- Brief, due date, priority (Normal / High / Urgent)
- Reference photos uploaded against the lead, not someone's phone roll
- Sales rep ownership and an audit trail of every comment
Stages a lead moves through.
- New — captured but not yet briefed to the designer.
- Design in progress — designer working a proof.
- Design approved — manager-signed-off, ready to quote.
- Quoted — quote PDF sent, awaiting customer.
- Accepted — quote accepted, deposit pending.
- Converted / Lost — converted to a project, or marked lost with a reason.
Why it matters.
Most shops lose leads in the gap between the call and the brief getting to the designer. The lead lives in someone's head, then on a sticky note, then maybe in WhatsApp. By the time it reaches the floor, half the brief is missing and the install address is wrong. Signage Platform makes the lead the first canonical record — once it's in, every later stage points back to it. The brief, the photos, the customer's exact words on the phone all stay there for everyone who needs them.
Lost-reason capture is a quiet superpower. When a quote doesn't land, you record why — price, timing, won by competitor, customer ghosted. Three months later the owner can see what's losing and fix it.