This pathway walks you through how to sell your services through calls, proposals, and invoices inside Ivorey
. After working with thousands of Ivorey customers, we’ve learned what truly works when it comes to setting up a smooth, professional sales system for service-based businesses. The steps below reflect that experience - it’s the exact framework we’ve seen consistently lead to faster bookings, clearer communication, and higher conversions.
Think of this as your minimum viable setup (MVP) - the foundation for a clean, reliable system that lets you start booking calls, sending proposals, and closing clients confidently. It’s not about building every automation from day one; it’s about creating a structure that works right now and can grow with you over time.
Once this foundation is in place, you can easily layer in more automations, pipelines, and personal touches later - but this setup alone is enough to start operating like a pro.
If you’ve been managing everything manually or using multiple tools, it might feel like a lot at first.. but stick with it. Just follow each step in order, and you’ll see how quickly your process comes together and how much time you'll reclaim once everything is setup seamlessly.
Step | Objective | Resource |
1 | Set up your services as products | |
2 | Set up your proposal, contract and invoices | |
3 | Set up your sales call calendar | |
4 | Set up your sales pipeline (advanced option) |
Once you've completed this pathway, you’ll have a fully functioning sales system that helps you:
Have your calendar bookings managed automatically
Have proposals followed up, and invoices automatically generated
Receive on-time payments, with reminders sent for anything overdue
Keep track of where every lead is in the sales process, in one place
From here, you can start experimenting with more advanced automations - but this foundational setup is all you need to start closing clients and managing your sales cycle confidently.
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here 
