CôTEDESIGNS Sales Tool
Our in-house sales tool and pipeline. It runs a health check on a prospect's website, scores each opportunity and drafts a tailored proposal, then tracks every client, email and follow-up in one place.
Overview
Finding new clients used to mean spreadsheets, browser tabs and a lot of copying and pasting. We built our Sales Tool to bring the whole process into one tool. It checks a prospect's website for accessibility, mobile, speed and metadata issues, and scores how much we could help. For the best matches it drafts a proposal in plain English, backed by the website review. Every prospect then sits in a simple pipeline with its status, notes, emails and follow-up dates, and a daily overview shows what is due today and how the week is going. Nothing is ever sent automatically: every email is reviewed and sent by one of us.
Challenges
- Replacing spreadsheets and scattered notes with one pipeline that shows where every prospect stands.
- Making automated website checks trustworthy, and being clear about what still needs a human tester.
- Keeping outreach personal and honest: every proposal is based on real findings and reviewed before it is sent.
Results and impact
Every client, email and follow-up tracked in one place.
A website health check and tailored proposal in minutes instead of hours.
Daily targets and follow-ups due at a glance, so no prospect is forgotten.