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Card Creation:
Who Owns Card Creation: Gemma Gonzalez - gemma.gonzalez@leadventure.com | Last Updated: October 2022
As part of the new sales process, cards are created on the First Month’s Task Board after they have been added to the monthly planner (where all digital marketing sales are recorded).
How Often Are New Sales Processed Into FMT Cards?: Everyday and should be within 24hrs after the sale closes
Once created, they the cards are added to the initial setup “Initial Setup” list, where a start date and due date will be assigned. You will have three days from the time of creation to completely process all new clients before they become past due.
In the event that the site is not live or if the start date for the service is in the future where we should wait to start setup, you would add the card to the “Waiting” list and assign the correct “waiting status” to the card from the drop-down field. If the reason they are waiting doesn’t align with either of the above-mentioned reasons, you would assign the “Other” waiting status and make a note in the “Waiting Status Info” text field.
Who Owns Card Creation: Gemma Gonzalez | Last Updated: October 2022
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Where are sales recorded
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How are those sales translated to Trello cards
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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?
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