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Versal Studio - Workflows (Accounting Process (Monthly Reports (Purchases…
Versal Studio - Workflows
Lead/Client
Qualification
Meeting "The idea"
Proposal "Send"
Timeline
Proposal "Sign"
Invoices + Deposit 50%
Work Process
From Client:
Inspiration and Samples
From Versal:
Deliverables
1 more item...
Designer
Calendar Work
Take the project
View Content & Reference Client
Sent to the client the ways (style)
The Client select 1 way (Style)
Revisions to 3
Approval
Prepared all information & Delivery
Accounting Process
Review Banking on Zoho- Books
Match Transaction: Banks, Credit Card with System
Review all invoices
Send reminders to overdue and unapproved invoices
Received a Check
Mobile or Bank deposit
Received confirmation
Send Thanks notification and copie the reference number on the invoice payment associate at the bank automatic
Clarify and Match with the system
Monthly Reports
Business Overview
Cash Flow Statement
Balance Sheet
Profit & Loss
Sales
Sales by Customer
Sales by Item
Sales by Sales Person
Receivables
Customer Balances
Send of the month end this Statement
Invoice Details
Estimate Details
Payments Received
Time to get Paid
Credit Note details
Refund History
Purchases and Expenses
Purchases by Vendor
Expenses Details
Expenses by Category
Expenses by Customer
Expenses by Project
Taxes
Tax Summary
1099 Report
Projects and Timesheet
Project Details
Timesheet Details
Project Summary
Payments
Review All Expenses
Process to pay
Credits Card
Report to Stores and separate each expenses
Pay All CC
Prepare the Payroll
Match with banks and zoho-books
Marketing Process
Outside Marketing
Market Analysis
Inicial Reports: Demographics & Brand Behavior
Sales Strategy by Services
Strategy Implementation
Distribution Channels tu Use
Google Ad
Social Media: Instagram Facebook Linkedin Google +
Social Media Process
2 more items...
Website
Determine the Target
Campaign - Communication
Pointing to a capture landing page
Capture Leads
1 more item...
Inside Marketing
Analysis of our product portfolio
What are we doing for our client?
What can we do for our client?
Elaborate new offers
Send the Offers
Get more services from all our clients
Get reference of our clients
Develop strategies to recommend us
Get more Clients through our Clients
Discount for recommendations
payment plan for recommendations
Public surveys of our services to the most happy customers