This guide will walk you through all the necessary information for understanding the processes and procedures behind the flow of the First Month Tasks board. We will cover a range of topics, such as where the cards come from, when they should be created, what the lists mean, and the process for moving cards all the way to completion.
What Feeds The Board?
The intake process is described here: Intake Process October 2022
FMT Board Links:
| Trello card | ||
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| Trello card | ||
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Card Creation:
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Summary
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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. Once created, they are added to the 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
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?
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