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Monday.com Revamp Project, Welcome Call Completed - Status, Funnels -…
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Funnels - status
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Confirm the Appropriate Niche Funnel (Machine type / Ketamine delivery type) is in the Clients MOVE Account
Terma - Status
When Marked as Yes
Automation Sent to Admin Operations Team Task to Create Terma. Codes and update Website Design Template
If New Website , Migration select YES
G-Drive - Status
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Re-Define Set up Process*
- Make Internal Folder Private
- Rename any forms to clinic name
- Move "Internal Documents" to Internal Folder
- Add google Drive Link to Custom Values in MOVE
Staff Added - Status
When Marked as Done
Notify CSM / Client Email notifying them their MOVE account is set up. (NOT A LauNCH MESSAGE BUT A BETA VERSION)
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CSA Roles:
Welcome Call Specialist
Onboarding
Content Call
Website Call Specialist
Launch Call
Follow-Up Call
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For this, I have also added an email for if a client does not show up for or cancels their call
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- Assignee Round Robin
- Remove CSA Team
- Update/REMOVE? Checklist DOC
- Mirror new Client Status board
- More Importance on FB / Google Integrations