1. Hubspot
2. Wordpress
2.1. New Site (no existing site prior)
2.1.1. Need Design?
2.1.1.1. 1. Design
2.1.1.1.1. Delivery:
2.1.1.1.2. Quoting:
2.1.1.2. 2. Development
2.1.2. Already have design?
2.1.2.1. 2. Development
2.2. New Site (Migrating from an Old One)
2.3. Update Work on a Current Site (Mini Project)
2.3.1. Need Design?
2.3.2. Already have design?
2.3.3. Design not needed
3. New Site Sales Approach
3.1. Sales Approach:
3.1.1. 1. Pre Meeting Questionnaire
3.1.1.1. How:
3.1.1.1.1. Questionniare on ay.com to collect information
3.1.1.1.2. when they submit, it'll route them to a book a time link in calendar
3.1.1.1.3. ensure there's a loop to check someone who's submitted form has booked into calendar
3.1.1.2. Questions:
3.1.1.2.1. Key areas to get info:
3.1.2. 2. Meeting with Prospect
3.1.2.1. How:
3.1.2.2. Questions:
3.1.2.3. Who:
3.1.2.3.1. In order:
3.1.3. 3. Confirm Scope
3.1.3.1. How:
3.1.3.2. Questions:
3.1.3.3. Who:
3.1.4. 4. Confirm Quote
3.1.4.1. How:
3.1.4.2. Questions:
3.1.4.3. Who:
3.1.5. 5. Follow Up until Closed (or lost)
3.1.5.1. How:
3.1.5.2. Questions:
3.1.5.3. Who:
4. Update Work on a Current Site (Mini Project) sales approach
4.1. Sales Approach:
4.1.1. 1. Pre Meeting Questionnaire
4.1.1.1. How:
4.1.1.1.1. Questionniare on ay.com to collect information
4.1.1.1.2. when they submit, it'll route them to a book a time link in calendar
4.1.1.1.3. ensure there's a loop to check someone who's submitted form has booked into calendar
4.1.1.2. Questions:
4.1.1.2.1. Key areas to get info:
4.1.2. 2. Meeting with Prospect
4.1.2.1. How:
4.1.2.1.1. for something 1x5 hour pack
4.1.2.1.2. for something more than 1x5 hour pack
4.1.2.2. Questions:
4.1.2.3. Who:
4.1.2.3.1. In order:
4.1.3. 3. Confirm Scope
4.1.3.1. How:
4.1.3.2. Questions:
4.1.3.3. Who:
4.1.4. 4. Confirm Quote
4.1.4.1. How:
4.1.4.2. Questions:
4.1.4.3. Who:
4.1.5. 5. Follow Up until Closed (or lost)
4.1.5.1. How:
4.1.5.2. Questions:
4.1.5.3. Who: