Project Overview
Workstreams
4
CRM, portal, quote tool, automation
Build Status
In Progress
Quote tool live, portal launching
Client
Velox Storage & Moving
Managed by Idea Tavern
Active Deliverables
2 items
Live
Quote Tool
The Velox Quote Tool is live and routing leads by zip code. It handles three service types: Storage at Velox Facility, Storage at Customer Property, and Moving Service. Quotes show zone-based pricing where confirmed; rates flagged as TBD are pending Katie's confirmation. All submitted quotes push into the GHL pipeline.
In Review
Client Portal
This portal is your central hub for reviewing Idea Tavern deliverables for Velox. Use the Feedback button in the bottom-right corner to pin comments directly on any page. Your account overview, workstream status, and readiness checklist are on the Account page.