Step 1. Studio is filled out and the Marketing Trainer assigns himself to the ticket and begins training on it (Senior Marketing Associate 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 the client and has a briefing with the Senior Marketing Associate to ensure they are on the same page for making the mockup.
Step 4. Sales Rep reaches out with Email #1
Step 5. The client meets with Marketing Trainer for their marketing consultation. Marketing Trainer schedules a time for the client to review the pricing with the Sales Rep.
Step 6. After the meeting, the Sales Rep creates an estimate based on the services discussed in the consultation.
Step 7. Sales Rep has the call with the estimate review call with the client. (Doesn’t repeat anything from previous notes)
a. Sales Rep sends the client the estimate
b. Reviews the estimate and answers any questions that the client has.
c. Discusses next steps in the process!
Step 8. Sales Rep send the client the contracts and setup invoices
Step 9. 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.
If the client views the contract and does not sign for more than 4 days, Sales Rep calls the client checking in to make sure they have received the contract and invoices.
Step 10. Sales Rep sends email #2 letting the client know that we have received everything and that the marketing trainer will be reaching out.
Step 11. Sales Rep notifies the marketing trainer when the contract has been signed and the invoices have been paid in both FreshDesk and Monday.