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по Brittaney Young 3 лет назад

131

Lead Questionnaire Form Submitted

Questionnaire, Scheduler, Proposal, Contract, Invoice, Feedback The process begins with the submission of a lead questionnaire form, which helps in scheduling and identifying the needs for various roles such as project managers, web designers, copywriters, and graphic designers.

Lead Questionnaire Form Submitted

Scheduler for Project Manager Web Designer

Review copy, branding docs, etc. If possible, build design portfolios

E-mail Questionnaire Scheduler/Welcome Packet

Prep for call

Build Preview

E-mail Client update

Revise if needed

Send Scheduler

Launch Call

E-mail Website Training video

Email "Thank you" and invoice monthly maintenance

Questionnaire Web Design Scheduler Project Manager Web Designer

Questionnaire for Business Support Scheduler for Project Manager Business Support

Questionnaire for Copywriting Graphics Branding/Logo Scheduler for Project Manager Copywriter Graphic Designer

Project Manager Web Designer (if needed)

Discovery Call

Not Interested

Send "Thank you for your interest" Email

Interested

Send Proposal & Contract
Client signed Contract

Send invoice - 50%

Client pays

Phase 1 Explore & Strategize Integrations & Programs

Phase 2 Creation Build platforms

Send client update

Complete build

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

Revise and finalize (if needed)

Send to client (if needed)

Did hire for web design

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?

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

Discovery Call Scheduled

Send Discovery Call Reminder E-mail if applicable

Send "Why Launch Llama" infographic

Lead Questionnaire Form Submitted