Our internal company processes and rules determine the customer experience we deliver and impact the results we generate.

Account Management Guidelines

• Create a Client Folder on Google Drive for every client
• Take notes on ever client call and at every meeting and then upload those notes into the Client Folder on Google Drive
• Record important Zoom calls and meetings
• Stay in touch with clients frequently to share to do lists, timelines and account progress

Web Design Guidelines

• Always ask client about sites they like and their top competitors

Sales Guidelines

• Always ask client discovery questions before creating a sales proposal
• Use PandaDoc to create proposals
• Projects do not begin until invoice one is paid

Processes

https://docs.google.com/spreadsheets/d/1GRyO6hb52COjj2OpmzmacnMm_NGG5pgfrMxJTrmIkVA/edit?usp=sharing