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potential client - Coggle Diagram
potential client
becomes client
Begins package
advocacy tasks
bimonthly phone meetings with aviva set up in advance
whatsapp/email channel for 24 hr response time of questions
weekly email summary of progress
ending the package
make a task for six month follow up
send feedback link
feedback survey with testimonial
send testimonial link
make sure they are signed up for email
make sure they are tagged correctly
send farewell
letter
put testimonial on website
onboarding info (contract, etc..)
introductory email
sent link for 15 min consult
follow up with potential client
follow up email after 2 months check in
register fomonthly update emails
send welcome email series for potential clients
welcome series