Please enable JavaScript.
Coggle requires JavaScript to display documents.
OnBoarding A New Client: Watch the Intake Loom - Coggle Diagram
OnBoarding A New Client:
Watch the Intake Loom
Google Drive Implementation
Fill Out At A Glance Form:
this step needs to be done after the onboarding form is filled out
Link Client Success Spreadsheet to Client Status Board in Monday
Add the "ad copy" to the client folder
Add the client to here:
https://docs.google.com/spreadsheets/d/1ZxnQVtEnlWbbl8Ppa-7FmFPgDkrQwOEJ5NGM1rFh-88/edit#gid=401530946
Create Basecamp:
THIS STEP NEEDS TO BE DONE AFTER THE ONBOARDING FORM IS FILLED OUT
Create Client from New Template
Invite Beyond Marketing Team
Invite Client and Team - info found on At A Glance Form
Make everything visible to client except Internal Message
Edit MOVE Message Board to add staff
Add Completed Agreement and BAA's to clients account
Edit Monday Boards
Client Master List with Package Selected
Client Status Board with link to Google Drive Sheet
Client Revenue board with package, services, fulfillment cost, budgets
Agency Elevation WL Board with billing date, google budget
Client Billing Board
Create Facebook Ad Account:
this step needs to be taken after the onboarding call
Fill out Facebook Form in Monday and follow steps there
MOVE
Appointment Widget
Client Account, settings, calendar,
consultation calendar
, copy embedded code and paste it into the CSS
Review Widget
Client account, settings, review widget, HTML - copy paste into the CSS
Website Contact Widget
Client Account, marketing, form builder,
website form submit
, integrate form, click embedded, copy and paste into the CSS
MOVE Settings Change -- see other workflow for process