DASHBOARD
by Daniel D
1. 7. SUPPORT TICKETS
1.1. OPEN TICKETS
1.2. NEXT PAGE - MOST RECENT CLOSED TICKETS
2. 8. GANTT CHART
3. 9. CLIENT ASSETS
3.1. LOGOS
3.2. PGP
3.3. RECORDED CALLS
3.4. ANYTHING THEY SENT US
3.5. ANYTHING WE CREATED FOR THEM
3.6. DESIGN COMPS
3.7. CONTENT DRAFTS
3.8. CONTRACTS
3.9. PROPOSALS
4. 10. PROPOSALS
4.1. IDEAS
4.2. PROPOSALS
4.3. NOTES
5. 11. NOTES
6. 12. COMMUNICATION
6.1. IMPORTANT INFO GETS LISTED HERE - IF ITS GOING TO EFFECT OTHER PEOPLE IN THE COMPANY
7. 13. GEO / AOP PRIORITY
8. 14. CONFIDENTIAL
8.1. LOGINS / PASSWORDS
8.2. BIRTHDAYS, HOBBIES, WHO ARE THEIR FAMILY, FRIENDS, ASSOCIATIONS, AND PERSONAL INFO TO HELP SALES.
9. 15. DOMAIN & EXPIRATION
10. 16. CREATE
11. Klipfolio Inc.
12. 1. CLIENT INFORMATION
12.1. FIRM NAME
12.2. ADDRESS
12.3. PHONE
12.4. LOCATIONS
12.4.1. PRIMARY
12.5. CONTACTS
12.5.1. PRIMARY
12.6. URLS
12.6.1. LAUNCH DATE
12.7. SOCIAL MEDIA
12.8. START DATE
12.9. END DATE
13. 2. BILLING
13.1. HOW MUCH DO THEY SPEND
13.2. WHAT DO THEY OWE
13.3. WHEN DO THEY OWE
13.4. BILLING CONTACT
13.4.1. NAME
13.4.2. PHONE NUMBER
13.4.3. EMAIL ADDRESS
13.5. CONTRACT
13.6. START DATE
13.7. END DATE
14. 4. PRODUCTS & SERVICES
14.1. WEBSITE
14.1.1. MOBILE SITES
14.1.2. LAUNCH DATE
14.2. CALL TRACKING
14.3. SOCIAL MEDIA
14.4. BLOGS
14.5. VIDEOS
14.6. SEO
14.7. WEB CHAT
15. 5. ANALYTICS
15.1. WEBSITE
15.2. SOCIAL MEDIA
15.3. CALL RAIL
15.4. GOOGLE ANALYTICS
15.4.1. OVERALL SOCIAL MEDIA TRAFFIC
15.4.1.1. FACEBOOK
15.4.1.2. TWITTER
15.4.1.3. GOOGLE+
15.4.1.4. LINKEDIN
15.4.2. OVERALL WEBSITE TRAFFIC
15.4.2.1. TOTAL CALLS
15.4.2.2. TOTAL FORMS
15.4.3. OVERALL VIDEO TRAFFIC
15.4.3.1. TOTAL CALLS
16. 3. CLIENT GAME PLAN
16.1. GOALS
16.2. OBJECTIVES
16.3. STRATEGY
16.4. TACTICS
17. PRESALES
17.1. PRESENTATIONS
17.2. PROSPECTS
17.3. CLIENTS
17.4. UNIVERSITY
17.5. PRODUCTS AND SERVICES
17.6. RANDOM CONTRACT NUMBER
17.7. 2ND MEETING
17.7.1. PREPARE FOR MEETING FOR FINAL SALE
17.8. 1ST MEETING
17.8.1. PREP LIST - RESEARCH THE PROSPECT BEFORE 1ST MEETING