After Client Questionnaire Review Call
Can be done via video or phone within 10 days.
-
❏
*Write first draft of plan [MS]
-
❏
*Confirm agenda and date of visit with client via email [MS]
-
❏
Email PM and OM with final confirmed date for ROF/Onsite [MS]
-
❏
Schedule ROF team and onsite dates [PM & OM]
- ❏ Add to CID based on forms and questionnaire review call [MS]
- ❏ Fill out ROF section of CID (Section 3) with any comments for team members [MS]
- ❏ Add questionnaire review call recording to Dropbox [MS]
-
❏
Add ROF/Onsite dates to Open Onsites document [PM]
-
❏
Provide travel options to strategist [AC]
- ❏ Schedule travel [AC]
-
❏
Update Open Onsites sheet with travel dates [AC]
-
❏
Send a follow up email checking in about client assets (optional) [MS]
- ❏ Schedule optional budget meeting [MS]
-
❏
Schedule optional website pricing meeting [MS]
-
❏
Schedule and conduct strategy huddle with appropriate team members [MS]
- ❏ Schedule meeting with MS & OM to schedule BC todos [PM]
-
❏
Send Mystery Call Report to Marketing Strategist [DOT]
-
❏
Complete CID after Strategy Huddle meeting and add to Docs & Files [MS]
-
❏
Schedule final prep meeting [PM]
- ❏ Update CID after final prep meeting [MS]