XVIO CLIENT PROCESS

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XVIO CLIENT PROCESS by Mind Map: XVIO CLIENT PROCESS

1. Brand Awareness and Rep Montioring (Profile Manager -Julie)

1.1. Rep Analysis

1.2. Order Content

1.3. Profile and Directory Registration

1.4. Creation Loyalty and Review Obtainment

1.5. Rep Monitoring and Reporting

1.5.1. Yelp Upgrade

2. Sales Process

2.1. Analysis

2.2. Presentation

2.3. Proposal

2.4. Contract

2.5. Close

2.6. Intro to Client Liaison

3. Project Delegation (Lead PM/Emily)

3.1. Customer Acq and Retention Platform (Developer/Ricardo)

3.1.1. Domain, Template, Content

3.1.2. Data Capture, Retarget, Autoresponder

3.1.3. Landing Page Internal Offer /Deal

3.1.4. Review Page (Feedbackify)

3.1.5. Onsite SEO

3.1.6. Site Audit

3.1.7. Approval/Launch

3.2. Acquisition /Engagement Technology (Michael)

3.2.1. Social Media Graphic Enhancement

3.2.2. Online Branding and Social Media Engangement

3.2.3. Internal Offer Creation

3.2.4. Mobile Ad Campaign Set Up

3.2.5. Retarget Campaign

3.2.6. Facebook / Adwords Ads

3.3. Daily Deal Management (Business Development- Chris)

3.3.1. Analyize

3.3.2. Offer Creation

3.3.3. Deal Shop

3.3.4. Contract Review

3.3.5. Upsell Planning and Staff Training

3.3.6. Retention Offer Creation

3.3.7. Deal Launch

4. Accounting / Compliance

4.1. Contract

4.1.1. Echosign

4.1.2. Payment Collection

4.1.3. Monthly Billing

4.2. Audit

4.2.1. Verify Client Projects

4.2.2. Report Issues to Client Liason

5. Client Acquisition

5.1. Reseller

5.1.1. Gene

5.2. Outside Sales

5.2.1. Business Development (Chris)

5.2.2. Nicole

5.2.3. Director of Sales

5.2.4. Appointment Setter

5.3. Deal Company

5.3.1. Business Development (Chris)

5.3.2. Gene

5.4. Reference

5.4.1. Client Liaison (Nicole)

6. Service Plan (Client Liaison/Nicole)

6.1. Create Service Plan

6.2. Enter into Crm

6.3. Correlation Meeting with Project Manager

7. New node