Simplify to Thrive Worksheet
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Step
Phase
Onboarding
Count6
1
Send Consulting Agreement and NDA
2
Create and send invoice/recurring invoice
3
Create Video to explain the next steps
4
Duplicate Simply to Thrive Worksheet for client
5
Send Official Welcome Letter with links to Video, Worksheet, and Scheduling link
6
Scheduling Link
7
Worksheet Review Call
8
Plan of Action
9
Schedule 1st Working Session
10
Working Session 1
11
Schedule 2nd Working Session
12
Working Session 2
13
Email Support
14
Send "That's a Wrap" Email
15
Testimonial Approval Email
Phase
Service Delivery
Count7
Phase
Offboarding
Count2
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Owner
Tool
Integration/Automation
Notes
Andrea
Dubsado
Dubsado Workflow
Agreements and Invoice details need to be approved before sending.
Andrea
Dubsado
Dubsado Workflow
Tracy
Loom
Dubsado Workflow
Tracy does all these now but perhaps this can be delegated in a few months.
Tyler
Airtable
Dubsado Workflow
This duplication needs to be done manually at present
Tracy
Gmail via Dubsado (Client Portal)
Dubsado Workflow Gmail integration through Dubsado keeps all the work in one place
Tyler
Acuity or Dubsado
Dubsado Workflow Zoom integration with Acuity
Tracy and Andrea
Zoom
Tracy and Andrea
Airtable
Tyler
Acuity/Dubsado Gmail via Dubsado
Zoom integration with Acuity
Tracy and Andrea
Zoom
Tyler
Acuity/Dubsado Gmail via Dubsado
Zoom integration with Acuity
Tracy and Andrea
Zoom
Tracy, Andrea, and Tyler
Gmail via Dubsado (Client Portal)
Gmail integration through Dubsado keeps all the work in one place
Every one mans the Client portal so we can address questions ASAP.
Tracy
Gmail via Dubsado (Client Portal)
Gmail integration through Dubsado keeps all the work in one place
Andrea
Gmail via Dubsado (Client Portal)
Gmail integration through Dubsado keeps all the work in one place
Captured comments from emails and Zoom calls are either copied word for word or rewritten to be more succinct. Client needs to approve before being used.
15 records
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