Client Engagement process

These systems are quite old and we are updating them.

Client Engagement process

1. Client emails us via our website contact form

• Email Response (Autorespond)

2. We connect via Email/phone/zoom discussions

• Interactive website brief
• Standard Project Stages

3. Proposal Refinement

• Custom Proposal (pdf)

4. Verbal Agreement from client

• Signing on
• Sample website agreement
• Our guide to project efficiency
• Deposit invoice (via Wave)

5. Setup

• Asana setup

Project Completion

• Project handover email
• Disaster planning
• Support and ongoing services
• Testimonial request email
• Final invoice (via Wave)