Page Comparison

...

Card Creation:

Who Owns Card Creation: Gemma Gonzalez - gemma.gonzalez@leadventure.com | Last Updated: October 2022

How Often Are New Sales Processed Into FMT Cards?: Everyday and should be within 24hrs after the sale closes

Which Card Template Should Be Used for New Sales?:

Card Creation Process Summary:

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).

...

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 - gemma.gonzalez@leadventure.com | Last Updated: October 2022

How Often Are New Sales Processed Into FMT Cards?:

• They should be created within 24hrs after the sale closes

Which Card Template Should Be Used for New Sales?:

• https://trello.com/c/94dlqxC8/1627-template to use

• What information is needed and why

• Label usage-new-seo-packages-and-standalone-repman

New Card Creation For Live Sites:

1. Using the above template, click the blue “Create Card From Template” button in the top right-hand corner

2. Replace the card title with the name of the client as it appears in CRM

3. Add the card to the “Initial Setup” list - Cards newly added to this list should have a start date assigned for the day it was created and a due date set for three days out from the day of creation.

4. Fill out the following sales information as part of the card setup:

   1. Lables:

      1. Brand Label – For each client on the FMT board, select the appropriate brand, either ARI or Dealerspike

      2. Purchased Services Labels - Make sure to include the correct label for each service that has been purchased as part of the current sale.

         1. Potential Current Services Include:

            1. SEO 2022

            2. SEM - Facebook

            3. SEO - Google

            4. AEM

            5. TDA

            6. Reputation Management Standalone

   2. Dealer Name - The client’s name as it appears in CRM

   3. Dealer Website - Full URL of the site for which work will be completed

   4. Sale Date - The date the sale came through CRM

   5. CRM Account # - Account number for the client

• 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?

...