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Summary
Who is responsible
Where are sales recorded
How are those sales translated to Trello cards
How soon after a sale do you create a card
Which template to use
What information is needed and why
Label usage
How to handle multiple services at the same time? -
Follow up with Lance
Could we duplicate the card for each service after the initial setup is completed?
List Purposes:
What is each list used for
New Contract - Could this be renamed templates?
Initial Setup Tasks
SEO Setup
Yext Setup Tasks
Marketing Automation Setup
SEM Setup
Reputation Management Standalone
TDA Setup
QA
Issues
Done
L5 Multi-location clients done
L5 Verified Clients
L5 Issues after verification
Special Status Lists
Who is responsible for checking and solution-ing?
When to transition from each list to the next
How do cards exit the board?
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