Lead Questionnaire Form Submitted
Discovery Call Scheduled
Send Discovery Call Reminder E-mail
if applicable
Send "Why Launch Llama" infographic
Discovery Call
Interested
Send Proposal & Contract
1 - F/up (if needed)
3 days after proposal/contract sent
2 - F/up
5 days after 1 - F/up
3 - F/up
following Tuesday/Wednesday
"We are here if you need us" e-mail
Client signed Contract
Send invoice - 50%
Client pays
E-mail Welcome Packet
Questionnaire
Scheduler
Call
Phase 1 Team discussion (following client call)
Identify Design
Build Previews
E-mail client update
Client sends feedback
Phase 2 Creation
Finalize work
E-mail client update
Client sends feedback
Revise and finalize (if needed)
Send to client (if needed)
Didn't hire for website build
Send "Thank you" & invoice 50%
from hello@
1 month f/up
How's it going?
Still happy with our services?
Can we do anything for you at this time?
Did hire for web design
E-mail Welcome Packet
Questionnaire
Scheduler
Call
Phase 1
Explore & Strategize
Integrations & Programs
E-mail client update
Client sends feedback
Phase 2 Creation
Build platforms
Send client update
Complete build
Not Interested
Send "Thank you for your interest" Email
Project Manager
Web Designer (if needed)
Questionnaire for
Copywriting
Graphics
Branding/Logo
Scheduler for
Project Manager
Copywriter
Graphic Designer
Questionnaire for
Business Support
Scheduler for
Project Manager
Business Support
Questionnaire
Web Design
Scheduler
Project Manager
Web Designer
E-mail Questionnaire
Scheduler/Welcome Packet
Prep for call
Call
Build Preview
E-mail Client update
Client sends feedback
Complete build
E-mail Client update
Revise if needed
Send Scheduler
Launch Call
E-mail Website Training video
Email "Thank you" and invoice
monthly maintenance