Example automation
Tara Process Automation
CXA
Contracts (Docusign) #
Service 1
Commercial #
Service 1 #
Service 2
Invoicing(IVY)
Google Drive (Internal Docs)
Dropbox (External Sharing)
FATS Process
External Communication (GMAIL)
New Client Visual Process Visual Process PDF #
Slack (Internal Communication)
Scheduling (Calendly)
Initial Inquiry-TRIGGER
Response from AC saying we will schedule an initial consult-SEND SMS TO PROSPECT
x.ai sends a personal request for meeting via phone from CEO
Zapier creates an entry for a project. Tag project type and client type in database
Upon confirmation, AC waits and schedules face to face. Perhaps tag by CEO
AC waits for Phone call complete tag, x.ai schedules In-person consult
Ivy does not integrate with Zapier, Qwilr does. Create to do or start template in Proposal software
Qwilr works with Slack, Monday, #
Project tagged invoice pd, x.ai sets up kickoff meeting
AC picks up tag, communicates via Zapeir to Monday, changes project from potential
Client starts Friday Newsletter automation #
Trigger-Friday email automation started-x.ai schedules design presentation meeting per LC's SOP #
Service #2 Exclusive Group
Facebook Group
Bespoke emails
AC Personalized email from Lauren scheduling
Re-engagement
Nurturing
Past
Current
Prospects
Current
Prospects #
Proposal and Invoicing Process #
Email 1 Proposal and Contract-Better Contracts/Qwilr #
Invoice Paid Integration with Quickbooks #
Description of Services
Email/Video showing designs
Educational of some sort
New Trends in Design
Forward an email incentive
Invitation to Join FB Group #
New Trends in Design
Forward an email incentive
Invitation to Join FB Group #
Project Complete
Project Complete Sequence
Friday Newsletter
Creating a European Farmhouse
Mixing Backsplash Tiles
A Basement Bar with Natural Light
An Office and a Gym Combined
Built-Ins vs. Furniture Pieces
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