Blueprints

Onboard New Clients

1. Client signs proposal. 2. Schedule kick-off call (if you haven’t already) 3. Generate an invoice in ZohoBooks and/or payment link in Zoho Subscriptions (if applicable) 4. Once invoice is paid, send portal invitation (button) in the profile in Zoho CRM. a. Steps on how add the users manually on Zoho Desk: 5. Click the setup icon on the top bar. 6. Click Help Center under Channels 7. Select the Help Center you’d like to customize- Users under the Help Center sub-menu 8. On the Users page, click Invite Users in the upper right area. 9. Enter the Email Address of the user you want to invite 10. Click invite 11. Add client to OptimizePress Membership site with CLIENT ACCESS. 12. Change the status to CLOSED WON in ZohoCRM. a. Client will receive automated WELCOME EMAIL from A.J. b. Client will also receive NEW CLIENT QUESTIONNAIRE 13. Create a Google Drive folder for client deliverables and share it with the client and relevant team members a. Every client should have a drive folder with this name format:  Name of company _marketing assets_keepgoinghq 14. Add signed contract/proposal to their Drive folder 15. Add all deliverables laid out in the contract to Zoho Projects a. Ensure deadlines and owners are assigned to each deliverable 16. Create Task Request Tickets for all Deliverables due that month a. Be sure to add client as the contact for those tasks 17. Meet with the client regularly and complete deliverables on an ongoing basis a. Follow client meeting flows and blueprints

Jack Burrows
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