How source channels become Xessone project records
Source Channels
Xessone does not limit projects to its own website. Projects can come from direct leads, referrals, website leads, partner channels, communities, existing clients, product inquiries, or internal brand projects.
| Source | Tracked For |
|---|---|
| Direct Lead | Relationship, proposal, project value, retainer potential |
| Referral | Referer, commission, follow-up |
| Website Lead | Landing page, form, campaign, product interest |
| Partner Channel | Partner owner, commission, handoff, delivery role |
| Community | Niche group, discussion context, fit, next follow-up |
| Existing Client | Repeat work, upsell, renewal, support history |
| Product Inquiry | Brand/product interest, trial request, customer need |
| Internal Brand | Idea owner, roadmap, first market, required team |
- Client or platform name
- Related Xessone brand
- Initial scope
- Budget or revenue potential
- Direct costs like collaborators, vendors, tools, plugins, or subscriptions
- Internal owner and deadline