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Full High-Ticket Client Sales Process

Full High-Ticket Client Sales Process

Description

FAQs

You spent three hours on a proposal last week. The client came back with one change. You rewrote the whole thing.

This video shows the system that ends that. From the moment a lead fills out your intake form to the moment the invoice is paid, here's exactly what happens:

  • Inquiry → Auto-qualified deal (no more tire kickers)

  • 1 click approval → auto email + booking link

  • 2 clicks → proposal PDF generated + sent

  • Contract created + updated in minutes (even after last-minute changes)

  • Invoices auto-created from the payment plan with due dates and reminders

  • Send invoice → get paid → pipeline updates automatically

The takeaway: most service businesses don't close slower because they're bad at sales. They close slower because they're doing manually what should take two clicks. This is the fix.

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Single License

Capture & Qualify Inbound Leads Automatically

Auto-Generate, Re-write, & Send Contracts

Auto-Generate Invoices Based on Payment Plans

Track Client Payment Progress for Every Deal

Includes:

Everything in SalesOS

$4,995 USD

Everything in PortalOS

$4,995 USD

One-time payment

Don't take our word for it, take theirs!

Don't take our word for it, take theirs!

We could go on about what our systems can do, but nothing beats hearing it from the people using them every day. Here’s how they’re getting results, staying organized, and scaling smarter.

Maciej Choromanski

Poland 🇵🇱

"Everything’s perfect. I’ve been using the system every day. Really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏"

Maciej Choromanski

Poland 🇵🇱

"Everything’s perfect. I’ve been using the system every day. Really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏"

Rinske Rietveld

Netherlands🇳🇱

"The clarity and functionality these systems brought to my business' daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of service delivery in mind. It's intuitive, streamlined, and most importantly, effective."

Rinske Rietveld

Netherlands🇳🇱

"The clarity and functionality these systems brought to my business' daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of service delivery in mind. It's intuitive, streamlined, and most importantly, effective."

David Sierra

Colombia 🇨🇴

Bro, this is a masterpiece! It’s everything I needed and even more, thanks for sharing your knowledge. Your videos came to me exactly when I needed the solution to some operation issues, seeing the tutorial and the inside of the platform I can now see my business way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product. 👍🏻

David Sierra

Colombia 🇨🇴

Bro, this is a masterpiece! It’s everything I needed and even more, thanks for sharing your knowledge. Your videos came to me exactly when I needed the solution to some operation issues, seeing the tutorial and the inside of the platform I can now see my business way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product. 👍🏻

Phil Christie

United Kingdom 🇬🇧

The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.

Phil Christie

United Kingdom 🇬🇧

The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.

Michelle Macdonald

United States 🇺🇸

I purchased the sales pipeline and then moved into a custom project with Jay to speed up the process of implementing a reliable system for my sales operations. Jay is the ultimate Notion guru and went above and beyond to help me get Notion set up for my business. He was quick to respond to all my questions, train me on how to use certain features, and implemented a few extra aspects in the system that I didn't even think of myself. Since using the new system, tracking leads has been organized and seamless, and my clients are loving their new portal. I can quickly assign tasks to team members so that they have direction on what to work on, which has helped me lead my team better. This is just what I needed to take my biz to the next level!! Jay is reliable, kind, and extremely passionate about helping others. So thankful I got his help!! Thanks Jay!!

Michelle Macdonald

United States 🇺🇸

I purchased the sales pipeline and then moved into a custom project with Jay to speed up the process of implementing a reliable system for my sales operations. Jay is the ultimate Notion guru and went above and beyond to help me get Notion set up for my business. He was quick to respond to all my questions, train me on how to use certain features, and implemented a few extra aspects in the system that I didn't even think of myself. Since using the new system, tracking leads has been organized and seamless, and my clients are loving their new portal. I can quickly assign tasks to team members so that they have direction on what to work on, which has helped me lead my team better. This is just what I needed to take my biz to the next level!! Jay is reliable, kind, and extremely passionate about helping others. So thankful I got his help!! Thanks Jay!!