[Web Development Sales Board]

Step 1. Sales Associate reaches out to the lead

Step 2. After emailing back and forth, the Sales Associate has a call with the Client to get a better idea of the project, go over the next steps, and provide an estimate on their new site. (Monday Pulse Created in Sales) 

[Update: Freshdesk]

Step 3. (If Mockup) Sales Associate sends the Customer the form

             (If No Mockup) Sales Associate sends the Customer the contracts then the form

             Then, Sales Associate notifies the Customer that the trainer will reach out shortly and get the development process rolling 

[Ticket created: Processing Stage] 

[Ticket created: carbonsamples domain request] 

Step 4. Ticket is assigned to Trainer and developers / designers. 

[Move to: Web Development Process]