Admin dashboard

Step 1: Client Meeting

This step begins after we have scheduled and completed a client onboarding meeting. Use Fathom Notes to complete

Add Intro meeting data

Review Intro Meeting Data

Step 2: Get Site Specific Info

Send information from the  form via email.  the email should also contain the content from step 1.

Send Intro data and new form

Step 3: Create Site Proposal

Take information from the meeting to develop a proposal for the project

Create Site Proposal

Review Proposal

Step 4: Client reviews Proposal

Send the proposal via email.  The email should also contain the pdf of the prposal

Send Proposal

Step 5: Create wireframes

Take information from the meeting to develop a proposal for the project

Create Site Proposal

Review Proposal

Step 6: Team Reviews Wireframe

Take information from the meeting to develop a proposal for the project

Create Site Proposal

Review Proposal

Step 7: Client reviews Wireframe

Send form letter or create custom letter using template

Step 3: Create Site Proposal