Inbound lead capture
Marcus Hayes (Founder of Maverick) gets a referral from a former client: Nina Walsh, CMO at Helio Health, is prepping a Series B fundraise and needs a brand refresh + new website. Nina submits a project-inquiry form on maverickstudio.co the same day. Interface365 captures the lead with full source attribution to the past-client referral. Marcus routes the lead to Jasmine Reed, Maverick's Account Director — Jasmine becomes the deal owner; Marcus stays in the loop as senior sponsor.
Source ("Past-client referral") is configured under Settings → Sources, so attribution to Marcus (a past client) is automatic — and Marcus's referrer-credit ledger updates in the background. New leads land assigned to the on-call producer (round-robin via owner-assignment rule).Qualification call & lead enrichment
Jasmine calls Nina within an hour, qualifies the requirement, and enriches the lead record with custom fields. The lead status flows New → Contacted → Qualified.
Lead conversion — one click, three entities
With the lead qualified, Jasmine clicks Convert. Interface365 creates a Contact + Company + Deal all linked, and links them together.
Deal enrichment — buying committee, custom fields, tags
Agency engagements at this scale involve a small client team — champion, sponsor, day-to-day counterpart. Jasmine adds the CEO and Brand Lead as additional contacts on the deal with explicit roles.
Expected close: May 15, 2026 (62 days)
Activities, notes & files — the full deal context
Over the next two weeks, Jasmine logs every interaction. Discovery calls, studio visits, internal notes, and uploaded documents all live on the deal record.
Tasks & follow-ups — never let a thread drop
Tasks attach to the deal with priority, due dates, and assignees. Polymorphic — they can also attach to contacts, companies, or projects.
Pipeline progression & stagnant alerts
As the deal advances, Jasmine drags it through stages. If activity drops for 14+ days, Interface365 flags it as stagnant and surfaces it on the dashboard.
Product catalog (listings & services)
Maverick's catalog of standardized service packages, hourly rate cards, and retainer tiers — with lifecycle states (Active, Draft, Retired) so old rate sheets don't pollute new SOWs.
SOW creation — hybrid project + retainer SOW
Jasmine assembles a formal Statement of Work pulling service packages + retainer tier from the catalog. Fees are snapshotted at the moment of creation — future rate-sheet changes won't retroactively affect this engagement.
| # | Item | Qty | Unit price | Disc % | Total |
|---|---|---|---|---|---|
| 1 | Brand Identity Package (one-time) Logo system · color · typography · 30-page brand guidelines · packaging direction | 1 | $35,000 | 0% | $35,000 |
| 2 | Website Redesign + Dev (one-time) 10-page marketing site · Shopify-headless commerce · CMS · staging + go-live | 1 | $50,000 | 0% | $50,000 |
| 3 | Launch Support Retainer (3 months) Post-launch design + dev support · campaign assets · landing pages · A/B tests · starts month 2 | 3 | $12,000 | 0% | $36,000 |
Quote lifecycle — Sent → Viewed → Accepted
The quote progresses through statuses with timestamps captured at each step. Email-tracked views ping back to Interface365.
nina.walsh@heliohealth.com, robert.park@heliohealth.com Sentcomparable-DTC-engagements.pdf attached on Mar 15 (3 similar-scope DTC wins at $110-$135K). Sends Nina a 1-page response: "Apples-to-apples is the issue — the $80K quote almost certainly doesn't include the retainer leg or the dev depth our SOW does. Here's the line-by-line breakdown so you can compare like for like." Offers to phase the retainer (start month 2 instead of month 1) to ease cashflow without cutting fees.Deal Closed Won 🏆
Quote acceptance triggers the deal to move to Closed Won. Probability flips to 100%. Forecast updates. The whole firm's pipeline KPIs ripple.
Webhooks fire — Slack, Zapier, accounting
The instant the deal flips to Won, Interface365 fires deal.won webhooks to every subscribed endpoint. Slack celebrates. Zapier syncs to QuickBooks. Email goes to leadership.
// POST https://hooks.zapier.com/... // X-I365-Signature: sha256=... { "event": "deal.won", "timestamp": "2026-03-26T10:31:14Z", "data": { "deal_id": "d_8h2f9k3", "name": "Helio Health — Brand + Web + Retainer", "project_fee": 85000, "retainer_total": 36000, "total_deal_value": 121000, "currency": "USD", "company": "Helio Health", "contact": "Nina Walsh", "owner": "Jasmine Reed", "closed_at": "2026-03-26T10:31:14Z" } }
Jasmine Reed just closed Helio Health — Brand + Web + Retainer for $121K total ($85K project + $36K retainer).
AM commission: $7K. Days to close: 31. Casey Morgan leads delivery — kickoff May 1.
X-I365-Signature: sha256=... header so receivers can verify authenticity. Failed deliveries auto-retry with exponential backoff. The Settings → Webhooks → Delivery logs page shows every fire with status code, response, and retry count.Project delivery — brand + web in flight
Auto-created on SOW-signed, the engagement project tracks delivery: kickoff, brand exploration, identity finalization, website design, dev sprint, UAT, launch. Tasks, budget, and stage in one place — and Jasmine stays looped in via the linked deal while Casey runs day-to-day.
On Day 25 of the website build, Robert (CEO) joins a review and flags that 30% of Helio's customers are Spanish-speaking — the new site needs a Spanish-language landing page set (8 pages × design + dev). Not in original scope. Cost: $8K (uses Maverick's beta i18n module, see Step 8 catalog). Casey logs the request as a task on the project, attaches the SE estimate.
Jasmine sees it on the project view immediately — current website-fee budget shows $32K of $50K spent (64%) with $18K remaining. If approved, an add-on line is created: parallel "i18n add-on" with its own $8K budget — the website-fee bar stays unchanged. The total deal value grows to $129K. She @-mentions Marcus. Marcus approves within 24 hours. Robert countersigns from Helio's side. Project health stays ● On track.
Without the project view: this becomes the classic agency death-spiral — the team builds the Spanish pages "as a favor", invoice goes out unchanged, Maverick eats $8K of unbilled work to keep the relationship warm, and the i18n module never graduates from "Draft" status because it has no real customer reference. Caught in time, it's a 24-hour decision, both sides sign off in one place. Saved the margin AND launched the new offering.
Dashboard view — the Friday after
It's Friday morning. Jasmine's Helio engagement signed Wednesday — one of 5 wins across Maverick this month. Every number below rolls up Jasmine's deal alongside the other AMs'.
What Maverick set up before any of this worked
Rewind 30 minutes from "Day 1." Every screen you just walked through — the source dropdown on the project-inquiry form, the buying-committee roles, the 7-stage sales pipeline + 6-stage project pipeline, the catalog rate sheets, the SOW templates, the retainer tier — was configured once by Marcus in Settings. Then it reused itself through every step that followed.
Entity relationship map
How every entity in this walkthrough connects
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