New Client Journey
New Prospect
Sales Process
Prospect is Ready to Sign Up
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 BD 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.
User Record
Sales Rep creates a User for this client so they can log in and use the Shop.
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.
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.
- (Optionally, reactivate a previously run campaign)
- Provide information about the location so that we can create a Campaign (name, address, phone, email, CRM info, etc.).
- Select the Ad Spend.
- Checkout
- Verify all the information is correct
- Select Start Date (As soon as possible or First of next month)
- Providing Billing Information
- Apply any Coupon Codes
- 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