Month 1

Account is sold by Sales
Jessica F or Account Manager will create card on First Month Trello board
Account Manager reaches out for intake
Juniper completes account setup
Belize team creates and updates email snippets
Account Manager completes intake
MA Rep copy intake answers from response form to client sheet
MA Rep sets up lists and requests Email Template
MA Rep completes the email template and then requests Form Followup emails
After all month 1 emails are completed, MA rep will send to client for approval
MA Rep creates and completes 6-month plan
Client approves 6-month plan and First Month Emails
MA Rep sets emails live
MA Rep requests auto-responses to be turned off (support)
MA Rep completes month 1 work
1. Write work done
2. Write proposed work
MA Rep Requests design and content for first month of 6-month plan (to be due in month 2)

Month 2

Month 3

Repeat to Infinity

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