START HERE · NEW PROSPECTNew lead
Enter the basics and Eastward emails the prospect a private discovery form. Their answers carry straight into the proposal builder once they reply.
SHORT BRIEF · KNOWN CLIENTNew client briefAlready know who the client is? Enter their name, email and business, and Eastward sends a short private brief. Their answers save straight into the project and prefill the proposal builder.
SALES FLOWCreate a new proposalEnter the useful facts once. Eastward creates a private client proposal and carries the same project through agreement and handoff.
Leads
Prospects who haven't reached a proposal yet — sign in at the top
right to load this list. Discovery forms are sent from
New lead and answered privately by
the prospect; nothing here is visible to anyone else.
Sign in to see leads.
Draft proposals
Every unfinished proposal, queried directly from Firestore — shows up
here regardless of which device you started it on. Sign in at the
top right to load this list.
Sign in to see draft proposals.
Customer database
Sign in at the top right to securely search all customer/project
records from any device. Customer private links still work without
Studio access.
Projects on this device
Saved projects appear below. If you are on another device, paste any
private Eastward project/proposal/agreement link to recover the record
into this Studio.
No saved projects on this device yet.