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Prospect is sent the sign up link from the discovery call, Prospect signs…
Prospect is sent the sign up link from the discovery call
Prospect signs up through website
Prospect fills out order form
Prospect settles payment for order
Prospect becomes client
Client registers to Portify
Client fills out onboarding form
Client shares access to necessary accounts
Client uploads all assets
Client schedules Introduction call
Client watches Strategy Presentation Loom
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Account Executive handles Introduction call
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Internal Team Creates Strategy Slides
Onboarding Team checks access to acounts
There are issues with the accounts' access
Onboarding Team calls client to resolve access issues
All accounts are accessible
Sales Team handles discovery call
Client Journey
Meta Ads Workflow
Internal Team Journey