Mabbly - Zoho Thunder

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Mabbly - Zoho Thunder by Mind Map: Mabbly - Zoho Thunder

1. Interview (Stage 2)

1.1. (2.1) Interview Takes Place

1.2. (2.2) If qualified, task gets assigned to writer

1.2.1. 1. Attach Adobe Interview form to Notes

1.2.2. 3-5 stories and just a quote

2. Prospect (Stage 1)

2.1. AS

2.1.1. Appointment setter creates an account for the prospect in Zoho (AS 1.1)

2.1.2. AS 1.2 - Appt Setter creates an interview task for Account Representative

2.1.2.1. AS 1.4 - 1st E-MAIL Goes out from Rachel Anne to the prospect

2.1.2.2. AS 1.3 - AS Sets task for Rachel to send DAY BEFORE Interview E-MAIL

2.1.3. 4. AS 1.5 - EMail Goes out from Rachel Anne for the second time

2.2. CF

2.2.1. 1. Zoho - Account Created

2.2.2. 2. Assign to Rachel - Initial Phone Call task

2.2.3. 3. Send thank you email

2.2.4. 4. Task for Rachel

2.3. VI

2.3.1. 1. Prospect comes to office

2.3.1.1. 1. MeetAdvisors team prospects for interviews

2.3.1.2. 2. Once there is a commitment and a date/time agreed upon with prospect, account get created in Zoho by an Admin

2.3.1.3. 3. Task gets scheduled to Vlad indicating date and time when appointment will take place

2.3.1.4. 4. First E-MAIL sent confirming date and time and thanking them for partcipation

2.3.1.5. 5. E-MAIL gets sent 24 hours before interview confirming date and time of appointment with prospect

2.3.2. 2. Vlad gets to know the prospect and asks qualifying questions

2.3.2.1. 2.1 If they are qualified, intro to Rachel

2.3.3. 3. Video gets shot

2.3.4. 4. Once the video is edited and uploaded to the MA blog, automatic e-mail goes out informing prospect that their video is live

2.3.5. 5. If Vlad's qualifying questions pass the prospect test, three business days later, automatic e-mail goes out mentioning the prospects pain points in their business and asking for an appointment for Mabbly Services

2.3.6. If prospect responds and shows interest, he or she is now a lead for Mabbly

3. Publishing (Stage 3)

3.1. (3.1) Writer drafts the article

3.2. (3.2) Writer uploads document to Zoho

3.3. (3.3) Writer assigns task to Jane: Fact Check

3.3.1. 3.32 Jane Sends E-Mail requesting a fact check from client

3.3.2. 3.33 Article Edits Needed

3.3.3. 3.34 No edits needed

3.4. (3.4) Jane edits the draft

3.5. (3.5) Jane Publishes Story on MeetAdvisors Blog

3.6. (3.6) Jane Assigns Task to Rachel, so she can share with Prospect the article

3.6.1. 3.61 Add Notes Topic

3.6.2. 3.62 Add Note

4. Lead (Stage 4)

4.1. (4.1) E-MAIL with article gets sent out

4.2. (4.2) Rachel calls offering a digital audit for the prospect

4.2.1. (4.21) Create Task to make digital audit cold call

4.2.1.1. Prospect Lead Says "YES" to Digital Audit

4.3. (4.3) Assign tasks to Operations in Zoho

4.3.1. 1. General SEO and Social Media Audit

4.3.2. 2. Proposal Task Created for Vlad

4.3.2.1. Include Budget

4.3.2.2. Include Services Interested In

5. Audit/Proposal (Stage 5)

5.1. 1. Vlad reviews:

5.1.1. Social

5.1.2. SEO

5.1.3. PPC

5.1.4. Onsite

5.1.5. Website

5.1.6. PR

5.2. 2. Vlad presents ideas to Adam

5.3. 3. Vlad completes the audit and includes proposal

5.4. 4. Vlad assigns task to Rachel to present proposal

6. Presenting

6.1. Accepted

6.1.1. 1. Rachel gets cc info

6.1.2. 2. Rachel hands cc to Vlad

6.1.3. 3. Vlad calls the client to plan the engagement

6.1.3.1. Here Vlad reviews the deliverables

6.1.4. 4. Once confirmed, we charge the card and Vlad takes over

6.2. May Be

6.2.1. 1. Rachel marks a follow up for herself

6.3. Declined

6.3.1. Drip campaign