Step 1. Studio is filled out and the Development Trainer assigns himself to the ticket and begins training on it (Data Management and Developers may be working on it already)
Step 2. An automated email is sent out explaining that a Sales Rep would be reaching out
Step 3. Sales Rep leaves a sales note of all extra information on client
Step 4. Sales Rep reaches out with Email #1
Step 5. Sales Rep creates estimate based on services from studio
Step 6. If there has been 1 business day with no response since the form was submitted then Sales Rep calls the client
a. If they answer, proceed to Step 8
b. If they don’t answer leave a voicemail and send Email #2
Step 7. Sales Rep continues the cycle until they get in touch with them
Step 8. Sales Rep has the call with the Client. (Doesn’t repeat anything from previous notes)
a. Sales Rep sends the Client the estimate
b. Discusses information about what is included in the services they selected on studio and goes over the estimate.
c. Schedule a call with them using the trainer's Calendly link for the day the mockup is finished (3 days after they submit studio)
d. Discusses next steps in the process!
Step 9. Sales Rep leaves an extensive note for the trainer, with the estimate and their call time, in freshdesk.
Step 10. Sales Rep responds to any further client emails directed to the Sales Team.
Step 11. Sales Rep sends contracts and invoices via Email #3 when the Trainer notifies them.
Step 12. If the client does not view the contract or the first automated reminder from SendRequest. Sales Rep calls the client checking in to make sure they have received the contract and invoices.