ARI New Account Flow

Owned by Former user (Deleted)
May 13, 2019
1 min read
  1. New account is sold by Sales
  2. Account manager will task Kael to assign rep
    1. Kael assigns rep
  3. Account manager will complete pre-intake research and conduct intake call
    1. AM will do intake unless otherwise stated
  4. MA rep notified after intake is completed
  5. MA rep moves intake answers to client sheet
  6. MA rep requests first-month of emails
  7. MA rep develops 6-month plan
  8. MA rep conducts tool training
  9. Rep sets first month of emails live
  10. Rep requests 2nd month of emails
  11. Complete first-month work
    1. Write work done
    2. write proposed work