MARKETING PLAN
Objective: Have them sign up for the full version of the DealTrail CRM
Platforms:
- HighLevel - Main CRM
- BeHuman - Webinar/Meeting Platform
- Make - Possible HL/BH integration
TO-DOs
| Task | In-Charge | Status |
- Ongoing: 🛠️
- For Approval: ⌛
- Completed: ✅
ONBOARDING PROCESS
Checkout
- Upon checkout, clients will receive their invoice through email
- Clients who purchased via website will receive the invoice instantly
- For clients who availed of the CRM with a special pricing during a demo call, the invoice would be sent manually to their email and they'd have to settle payment through it
- The email will also instruct them to provide the following information in a form:
- Company Info (Name, company email, phone number)
- Branding (logo, colors, etc.)
- Any custom domains they may have
- They are also asked to submit a list of their team members information (name, email, phone) for creation of logins
Account Set Up
- A sub-account is created for the account with the Full DealTrail CRM snapshot applied to it
- Custom Values are updated with the client's company info
- Sub-account is whitelabeled with the company's logo and colors
- A phone number is purchased for them and their company phone number is set as forwarding
- Automated messaging is checked and updated with client's company information
- SMS and email templates are checked and updated with client's company information
- Pre-made forms and surveys are updated with company branding
- Customize calendars and update them with company info
- Users and Admins are added to the sub-account
Onboarding
- Schedule with Extendly is booked for their onboarding call, and training schedule for their team is arranged as well
Training
- User-level access would receive the following training:
- Overview of the User-level CRM
- Lead and Contact Management
- Opportunity Management
- Conversations
- Calendars and Appointment (setting up availability and two-way syncing)
- Q&A session
- Reputation Management
- Social Media Manager
- Admin-level access would receive the following training:
- Detailed tour of the CRM
- User Roles and Permissions
- Managing User Accounts
- Account Security
- Pipeline and Stage customization
- Forms and Survey Builder
- Managing SMS and Email templates
- Campaign Builder
- Managing custom fields, custom values and tags
- Reporting and Analytics
- All users are guided through the DealTrail CRM help center
- Send out a post-training survey to determine training experience
- All users are also guided on how to use support channels