Dashboard
Current client lead status and pipeline overview.
Current lead
Market
🇬🇧 UK
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Status
—
Set pipeline stage above
Recommended package
—
Based on intake answers
Next action
Set status
Use the pipeline above
Quick actions
Discovery message
Send before any pricing conversation. Establishes your professionalism instantly.
Personalise
WhatsApp version
WhatsApp · Conversational
Email / formal version
Email · Formal
Client intake
Fill during or after the discovery call. Drives package recommendation automatically.
Basic details
| Question | Answer |
|---|---|
| Business / client name | |
| Contact person | |
| Phone / WhatsApp | |
| Industry / business type | |
| Location | |
| Website / social links |
Project requirements
| Question | Answer |
|---|---|
| What to build? | |
| New or redesign? | |
| Problem it solves | |
| Who are the users? | |
| Must-have features | |
| Nice-to-have features | |
| Payment integration needed? | |
| Admin dashboard needed? | |
| User login / accounts? | |
| Booking / order system? | |
| Product catalogue? | |
| Already has content? | |
| Has branding / logo? | |
| Has domain / hosting? | |
| Desired launch date | |
| Budget range |
Choose package
Select based on intake answers. Recommendation shown above packages.
Payment stages
Build proposal
Live preview updates as you type. Run quality check before sending.
Client details
Content
Line items
Quality checklist
Send summary
Send after sharing the full proposal. Choose the right tone for the client.
Customise
WhatsApp version
WhatsApp · Short & warm
Email / formal version
Email · Professional
Follow-up (if no response in 3 days)
Follow-up · Gentle nudge
Deposit request
Send this after proposal acceptance. Makes it easy for the client to pay.
Deposit details
Deposit request message
WhatsApp / Email · Payment request
Payment received confirmation
Once deposit lands · Send immediately
Objection scripts
Copy word-for-word. Stay confident — never discount without reducing scope.
Quick pricing
Private reference for both markets side-by-side.
✏ All prices and timelines are editable — click any value to change it. Changes apply immediately to package cards and proposals.
UK / International (£)
| Package | Price (editable) | Timeline (editable) |
|---|
Nigeria (₦)
| Package | Price (editable) | Timeline (editable) |
|---|
Maintenance — UK
| Plan | Price (editable) |
|---|
Maintenance — Nigeria
| Plan | Price (editable) |
|---|
Min. project: £450 / ₦800,000 · Default deposit: 50–60%
Terms & handover
Always include these. Non-negotiable.
Standard terms
Ownership & handover
After full payment, the client receives all agreed deliverables and access/handover information. Creovate Global may showcase the project in its portfolio unless confidentiality is agreed in writing.
Project phases
Live preview
🇬🇧 UK
Fill in the proposal fields and your document preview appears here in real time.