Skip to content
SiteDeal
Menu

Use cases

Bring structure to fixed-price website sales.

SiteDeal supports studios that need clear offers, organized lead records, and controlled automation.

Create account See the workflow
Two colleagues review printed website briefs at a sunlit oak table.
Three roles. One workspace. Use cases ยท illustrative
Studio Repeatable offers
Sales Shared lead record
Control Approval limits
Role to capability map Studio owners use offers, sales operators use leads, and automation operators use control and evidence. Workspace Studio owner Repeatable website offers Sales operator Shared lead workspace Automation operator Approval and audit Offer catalogue Price, scope, exclusions Lead workspace Contacts and stages Control and evidence Approval and locked history
Each current role uses a different pair of existing capabilities.

Choose a path

Start from the pressure you feel today.

A studio owner reviews printed page layouts beside a window.
Studio owner Define repeatable website offers without hiding exclusions.

Studio owner

Define repeatable website offers.

Keep price, scope, revisions, support, and exclusions on one offer instead of copying the last proposal.

Fit
Fixed-price brochure sites
Pressure
The next sale copies the wrong terms
Action
Store the commercial boundary once
Result
Exclusions stay visible
Two agency colleagues review printed contact sheets at a shared table.
Sales team Keep contacts, notes, and pipeline stages in one workspace.

Sales operator

Keep the pipeline in one workspace.

Contacts, notes, imports, and stages stay on the lead record so a teammate can continue the conversation.

Fit
Small agency sales desks
Pressure
Context lives in separate files
Action
Keep the lead together
Result
The next handoff stays complete
Token to approval rule A generic token becomes a limited identity that needs approval. Before Generic token Range is unclear Rule Named identity Declared capabilities Risk tier assigned Approval may stop it Allowed action Record kept
A generic token does not keep its range. A declared rule does.

Automation operator

Limit what automation can do.

Give each identity declared capabilities and require a person before a higher-risk action runs.

Fit
Controlled automation programmes
Pressure
A generic token exceeds the task
Action
Set capability and approval limits
Result
A person can stop the action
A technical operator reviews a printed approval checklist at a quiet desk.
Later work Later phases stay off this page until the product can complete them.

Not a fit yet

Some workflows need later product phases.

SiteDeal does not currently complete proposals, agreements, orders, checkout, customer portals, or project delivery.

Current product
Offers, leads, evidence, control
Later phases
Proposal through delivery

Check the fit

Check whether the current scope fits.

Create an account or ask about a specific workflow before you depend on it.

Create account Ask about your workflow