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Opportunity, Future Plans: Cost Seg Bot - Coggle Diagram
Opportunity
Proposal writer
Proposals in SF "Opportunity"
Engagement Accepted in SF
EL is drafted
Goes to Mark for Approval (button Approve/Decline)
Declined: goes back to opportunity owner
Approved - sent via docusign to Client
Receive Signed
Create Trello Card
Send KOC Email for review to PC
Project Location into Trello Card
Create Job Code
Pull in One Pager & EL to folder
Bill advance fee
Card created: Pull over notes into Card
Send client follow up email after 1 week
Create chatter follow up button in Thunder Rythm
Future Plans: Cost Seg Bot
SV App