2 – Onboarding

Note – All links open a Google doc and open in a new tab.  Tasks Tools/Worksheets and Resources We Use Email System A. To Clients B. Design Strategy Call Automation At the end of the main automation, the client is funneled into another automation to schedule their design strategy call with a link to Calendly…

3 – Design

Note – All links open a Google doc and open in a new tab Tasks Tools/Resources we use Client Bonuses Email System A. To Clients B. Automation Notifications to RWP C. HelloSign Template When the design is ready for approval, log into HelloSign and to the Templates section. (Log in using Google and use the [email protected]