6. INTAKE PROCESS
GRAVITY FORM to collect information
ACUITY to auto-schedule
ZAPIER to add name to CRM
BETTER PROPOSAL for proposal and contract
FRESHBOOKS for invoicing
15. Time To Create
CREATE your development space
ADD theme and essential plugins
ASSEMBLE and add all relevant collaterals
TEST and test and test some more
21. The Sendoff
1. SCHEDULE a training call
2. SEND a Goodbye Packet with the details
3. FOLLOW-UP with a thank you
4. PRESENT options for maintenance
5. ASK for the referral