Franchise Focused Marketing Store
New Client Journey
New Prospect
Sales Process
Prospect is Ready to Sign Up
Change to Client
Create User
Email Instructions
Client Login
Shop
Campaign Created
Setup Process
Prospect Record
If the person submits through our contact form, or is manually added by the CRM Team, a Prospect Record is created in REACH.
Sales Process
The assigned Sales Rep runs the Prospect through our sales process, using Tags to move the Prospect through different stages until they are ready to sign up.
Client Record
Sales Rep converts the Prospect Record into a Client Record (toggle the switch on the Prospect Record).
User Record
Sales Rep creates a User for this client.
(This step might become automated so that it done on the back end when the Prospect Record is created.)
Email Instructions to Client
The Sales Rep sends instructions to the Client on how to access REACH and how to use the Shop to sign up.
(I'll add those instructions here once we have it)
Client Login
Client resets their password and logs in to REACH.
Shop
The Client uses the Shop to set up their Digital Marketing package:
- Select which platform(s) they want to run.
- Provide information about the location so that we can create a Campaign (name, address, phone, email, CRM info, etc.).
- Verify all the information is correct, and apply any Coupon Codes.
- Checkout process, providing billing information and submitting for payment.
If they have multiple locations, they will go through the Shop process separately for each location.
Campaign Created
A Campaign Record will be automatically created in REACH based on the information the Client filled out during the Shop process. The Campaign will start out in the Tech Setup stage.
Setup Process
Our standard Setup Process Automation will start:
- Assign DMS
- Tech Setup
- Campaign Setup
- Ad Approval
- QC
- Start