New clients

Find, pitch and win your next client.

An outreach list with follow-up dates, a pipeline that shows the money, a booking page for discovery calls and a website audit that turns your site's visitors into leads.

  • Opportunities
  • Leads
  • Discovery calls
  • Website audits
  • Quotes

From a name on a list to a signed quote

  1. Prospect

    A company you want to work with

  2. Outreach

    Touches logged, next follow-up set

  3. Qualified

    Fit scored, with notes on why

  4. Proposal

    Quote built from your packages

  5. Negotiation

    Scope and price settled

  6. Won

    Accepted, project created

Pipeline

Move the card. The numbers follow.

Drag a deal to the next stage and the forecast, the win rate and the activity log update with it. At Won, DooDock walks you straight into setting up the project.

Opportunities

An outreach list that tells you who is next.

Add the companies you want to win before they are contacts. DooDock sorts them by follow-up date, so the day starts with who is overdue and who is due today.

  • Board by stage or by priority: Overdue, Today, This week, Later
  • Log a touch, snooze it or convert it straight from the queue
  • Fit score and the reason a company qualifies, on the card
  • Convert creates the contact and the lead in one step
Leads

A pipeline that shows the money.

Each lead carries a value, a currency and a model: a fixed project or a monthly retainer. Move cards between stages and the forecast moves with them.

  • Pipeline, table and forecast views over the same leads
  • Stale flags when a deal sits in one stage too long
  • Every stage move lands in the activity log
  • Win rate and lost reasons, so you can see where deals drop
Audits

Website audits that bring in leads.

Share the public audit page. A visitor enters their URL, DooDock runs performance, accessibility, SEO and best-practice checks plus brand checks, and asks for an email before it shows the full results.

  • Lighthouse scores plus on-page checks
  • Email captured before the full findings
  • A branded PDF to download or send
Quotes

Quotes built from your own packages.

Pick a package, tick the add-ons, and the quote fills itself in. Send it to the client's portal, where they accept it, decline it or ask for changes.

  • Package Builder with suggested add-ons per package
  • One-time and monthly subtotals kept apart
  • Quote language follows the contact: English, German or Spanish
  • A branded PDF that matches what the client sees

Small things that keep deals moving.

  • Fit scoring

    Strong, medium or weak, a score out of 100 and the reason written down.

  • Discovery call booking

    A booking page for 30-minute calls, checked against your Google Calendar.

  • Activity log

    Notes, calls, emails, meetings and stage moves on one timeline per lead.

  • Fixed or retainer

    Set a deal as a one-off project or a monthly retainer with a term.

  • Clean contacts

    A contact is a lead, a client, a ghost or blacklisted. Deal details live on the lead.

  • Won to project

    Marking a lead as won walks you through creating the project, linked back to the deal.

Client side

The quote lands in their portal.

Your client gets an email and finds the quote in their portal, on a page that matches the PDF. They accept it, decline it or ask for changes, and you see the answer on the quote.

More on the client portal
  • Accept, decline or request changes
  • Download the branded PDF any time
  • Their answer updates the quote status
Launching winter 2026/27

Fill the pipeline before launch day.

Get early access and start with a pipeline you can read at a glance.