This is the process Chirorevenue uses when we’re beginning a project with a New Client. The Operations Manager and Project Lead must be Proactive and keep the project status up-to-date.
- Receive notification from Team Lead about a new client.
- Check your email and Stripe regularly for new orders.
- Make sure that we have a Strategy Assessment on file. Ask them to fill out the form in case we don’t have it, link: www.chirorevenue.com/gct.
- Confirm mutually agreed conditions, costs, and timeline.
- Confirm to Statement of Work (3.1)
- Confirm the client’s information.
- Business Name or Client Name.
- Business Address.
- Business Phone Number.
- POC Name (Point of Contact) (If different from the client).
- POC Email and Phone number (if different from a business phone number).
- For businesses with multiple contacts, record ALL contact names and affiliated emails/phone numbers.
- Create SOW (Statement of Work) for applicable clients.
- Refer to Statement of Work (3.1).
- For clients over package price of $5,000, CC Accounting to invoice and handle the payment.
- For clients at a package price of $2,500 or below, create a product and a discount code (when specified) in Stripe.
- Create a Project in Basecamp 3.
- For partners, Hours, or similar projects, we name them “Chirorevenue: Name of Partner.”
- 5k deals: “Clients 3 – QuickStart: Name of Client.”
- 10k deal: “Clients 2 – Gold: Name of Client.”
- 20k deal: “Clients 1 – Platinum: Name of Client.”
- Create the Client’s Company in Basecamp 3.
- Add ALL the POCs designated by the Client
- Add user/POCs to their Company
- Apply RACI.
- Inform everyone included in the project that you sent an email invite for their Basecamp access. Check their spam folder if in case they don’t see it in their inbox.
- Create a Success Tracker template (Ad logos, names, URL’s, and so forth) for our monthly retainer Clients. Make sure to fill up all important details.
- Include client/project in the Chirorevenue Client Tracker and Chirorevenue OpsTracker. The training video can be found here.