Consultation

  

1. Accounts are assigned to you via email

   • Subject Name: Zoho CRM - You have a new Client

2. In the email, click on the client’s business name hyperlink in blue

   • This link takes you directly to the client’s account page in the CRM

     • If not signed into the CRM

       • Click on the SIGN IN button in the upper right

       • Enter your email address & password

3. In the CRM, Update the Client Owner field to your name

4. Review the questionnaire responses before contacting the client

   • Scroll down to the Attachments section

     or

   • Click on the Attachments button in the Related List pane on the left side of the account viewer

5. In the Attachments section, click on the ClientDetails - xxxx-xx-xxxxxxxxx.xxx.pdf file

6. Go to the Zoho Bookings page to view your appointments

7. If the Initial Consultation appointment has not already been set up by the client

   • Email client about their availability

     • Go to the Web Team Bookings & Questionnaires

     • Copy your personal booking form link under the Consultant Links: heading

     • Paste your booking link in the email

   • In the CRM, Notate the initial consultation invite has been sent

   • Update the Web Design Clients | Tracking Sheet, in the Notes field with “Initial Consultation Invite Sent”

8. Call the client on the agreed day and time

9. During the consultation, go over the client’s questionnaire responses to confirm their choices

10. If the client asks for anything that their package does not include inform them 

11. Once you’ve completed the Initial Consultation

    1. In the CRM under the Website Design Details heading, update the Website Design Status dropdown to Initial Consult

    2. Send the client a summary of the consultation via email

       1. Include any relevant forms, questionnaires, booking links or instructions