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How it works

Move from a defined offer to controlled sales work.

SiteDeal separates commercial facts, lead records, automation decisions, and evidence.

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An evening studio desk with a brass lamp, closed laptop, and printed page layouts.
Define the offer before the pitch. Workflow · illustrative
Define Offer terms
Organize Lead record
Control Approval rules

Current workflow

Four phases. One workspace.

These steps describe the features that exist now.
Four-step SiteDeal process Define the offer, organize the lead, set control rules, then review the record. 01 Define Offer terms 02 Organize Lead record 03 Control Approval rules 04 Review Evidence
The current path is define, organize, control, then review.

One continuous record

Every phase adds a useful fact.

4 phases · 1 workspace

  1. Define

    01

    Set the offer terms.

    Offer terms

  2. Organize

    02

    Keep the lead together.

    Lead record

  3. Control

    03

    Limit automation.

    Approval rule

  4. Review

    04

    Inspect the evidence.

    Journey proof

Shared workspace record

One sales workspace

Offer

Stored

Lead

Visible

Evidence

Locked

See the complete workflow
Illustrative studio sales journey Define the offer, record the shop as a lead, set a control, then review the evidence. 01 Define Offer terms Illustrative 02 Record Shop as a lead Illustrative 03 Control Approval rule Illustrative 04 Review Evidence Illustrative
The studio still meets the shop. The workspace holds the facts after that meeting.

What changes

The files stay. The source of truth moves.

The current process still starts with a local business that needs a website. The workspace holds the commercial facts after that first conversation.

Before
Scattered notes and files
After
Offer, lead, and evidence records
A small independent shop on a quiet street at late afternoon, with a bicycle outside.
Local shop Illustrative scene: the local business a studio would sell a website to.

Illustrative journey

A studio prepares the sale before the pitch.

A studio owner defines the brochure-site offer, records the shop as a lead, and keeps the next action inside the workspace.

Example
This journey is illustrative
Not a claim
It is not a customer story

Current product boundary

Know what is not included yet.

SiteDeal does not currently include proposals, agreements, orders, customer checkout, a customer portal, or project delivery.

Why this boundary is public

A clear current scope prevents a visitor from expecting a workflow that the product cannot complete.

View the roadmap

Start here

Start with offers and leads.

Create the workspace now. Add later workflow stages only when the product supports them.

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