Beruflich Dokumente
Kultur Dokumente
General Rules
● During a Trello card handoff:
○ currently assigned person must add the next person as a member of the
card and remove themselves from the card.
○ currently assigned person should @mention the next person (can include a
note about current state or next steps if appropriate)
○ Create a deadline for the new to-do’s
● For any revisions
○ instead of creating a new card, if the client has a card that’s on the board, move
them to in-progress and add a “needs revisions” red label
○ If the client card is not on the board, unarchive the original client card (use the
search box to find the card, click on it and unarchive it)
● For clients with multiple services
○ A new card should be created for each service, (e.g. [Client] website, [Client]
PPC, [Client] logo)
○ If a website service is part of their package, that card should have links to all
other cards for that client
○ Launch Boost can remain on a single card
● Never remove a yellow or green label
● Add all client emails to their Trello card
Helpful Hints
● You can see if there are any to-do’s assigned to you by going to the Menu on the right-
hand side, clicking Filter, and choosing your name
Signing Column
● Trigger for Addition:
○ Cards automatically created in signing column when marked as “won” in
Pipedrive. Marked as “won” at salesperson’s discretion upon firm verbal commit.
● Assign To:
○ Salesperson
● Steps to Take:
○ Automatically, due date is set for 7 days later
○ Label with the salesperson’s name (yellow label)
○ Label with project type (green label)
○ Label with needs from the client (orange label)
○ Label with red “onboarding hand off” label and other red to-do labels for what we
need to do for the client
○ Add other labels as applicable
○ Provide client with link to Getting Started using Yesware’s “Getting Started” email
template in Team > Support folder
○ Salesperson must update Trello card with pertinent information / notes
about Client preferences obtained during initial calls with client. Examples:
■ Design preferences
■ Email Address
■ Phone number
■ Names of contact people / nicknames if applicable
● Trigger for Advancement:
○ Contract signed
● Advanced by:
○ Salesperson
Signed / To Invoice
● Trigger for Addition:
○ Contract signed
● Assign To:
○ Sales Manager
● Steps to Take:
○ Invoice client in JurisPage
● Trigger for Advancement:
○ Client Invoiced
● Advanced by:
○ Sales Manager
Invoicing
● Trigger for Addition:
○ Client Invoiced
● Assign to:
○ Sales Manager
● Steps to Take:
○ 1-week deadline, (after deadline check in with client and refresh 1-week
deadline)
○ Wait for client to pay
○ Sales Manager marks that client has paid
● Trigger for Advancement:
○ Client paid
● Advanced by:
○ Sales Manager
Paid/Hand-Off Call
● Trigger for Addition:
○ Client paid
● Assign to:
○ Salesperson
● Steps to Take:
○ Salesperson sets up a call with Client and Project Lead to hand off client to
Project Lead
● Trigger for Advancement:
○ Hand-off call
● Advanced by:
○ Project Lead
Ready
● Trigger for Addition:
○ All assets received
● Assign to:
○ Project Lead
● Steps to Take:
○ Post all assets to the Trello card
○ Set 7-day due-date
● Trigger for Advancement:
○ Design started
● Advanced by:
○ Project Lead
In Progress
● Trigger for Addition:
○ Design started
● Assign to:
○ Designer - Site/PPC
○ Project Lead - SEO/Logo
○ Designer AND Project Lead - Launch Boost
○ Project Manager - site import of over 20 pages
● Steps to Take:
○ Set 7-day due-date
○ Parse information that clients have submitted and that has been added to the
card by sales to create an itemized checklist with all preferences. Examples:
■ color scheme
■ image preferences
■ what content goes where
■ overall tone
○ Remove orange “required from client”-related labels
○ Design site / SEO campaign / PPC campaign / Logo
○ Provide design justification (Site) and add it to Trello card
● Trigger for Advancement:
○ Project is complete
● Advanced by:
○ Designer - Site/PPC
○ Project Lead - SEO/Logo
Client Review
● Trigger for Addition:
○ Justification sent
● Assign to:
○ Designer
● Steps to Take:
○ Set 7-day due date (check in with client at deadline, refresh)
○ Wait for client to review
● Trigger for Advancement:
○ Client says they’re ready to launch OR Client send revisions
● Advanced by:
○ Designer
Client Revisions
● Trigger for Addition:
○ Client sends revisions
● Assign to:
○ Designer
● Steps to Take:
○ Set 3-day due date (check in with client at deadline, refresh)
○ Make revisions
○ Send email to client letting them know revisions are complete
● Trigger for Advancement:
○ Client says they’re ready to launch
● Advanced by:
○ Designer
Ready to Launch
● Trigger for Addition:
○ Client says they’re ready to launch
● Assign to:
○ Project Lead
● Steps to Take:
○ Assign to Project Lead
○ Set a 3-day due date
○ Get access to their domain (if they have a domain already)
○ Launch site
○ Add Google + Bing Webmaster Tools
○ Add Google Analytics if SEO or PPC campaigns
● Trigger for Advancement:
○ Launch complete
● Advanced by:
○ Project Lead