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Lydia's Onboarding, Lydia's onboarding, Dubsado - Coggle Diagram
Lydia's Onboarding
Lydia's onboarding
Who is your ideal client
Small organization 5-10 employess
5 million and below in revune
1 or 2 owners CEO or CFO
Step 2
Identify his pain points
Problems in organization from meeting
Proposal was presented
Phone Call
Assessment
Automated call
Digital Business Card is Step 1
Automate to your calendar
Send a zoom call or (in take form)
Pre-identifier
Step 3 payment
Wire of $25k Deposit with payments (2) payments and $55k in full
Invoice delivered by email automated
Work starts immediately
Welcome package with the schedule
Next Week work begins
Weekly if virtual
During working hours
After working hours (fee associated)
In person
The Following Week after onboarding
Availability is Wed & Friday for in person consulting
Step 4
Dubsado
Email
Contracts
Proposals
Automation
Invoices
Setup Payment Stripe