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Client Success
Process Flow
Joshua Carrasco
Last edited 300 days ago by Joshua Carrasco
Created: [Date]
Effective Date: [Date]
Process Diagram
General Flow 2
Steps
Column 2
Column 3
Column 5
Column 6
Notes
1
Create GHL Contact
1.asa
Open
2
Create GHL Opportunity
Open
3
Sign contract
Open
4
Submit deposit
Open
5
Start sourcing
Open
6
Interview first list
Open
7
Review shortlisted candidates
Open
8
Set up matching call
Open
9
Set up mock call
Open
10
Set up onboarding call with VA + client
Open
11
Send client onboarding checklist
Open
12
Set up onboarding call with VA for internal processes
Open
There are no rows in this table
GHL Flow 2
Name
Column 2
Column 3
Notes
1
Open
2
Open
3
Open
There are no rows in this table
Asana Flow 2
Name
Column 2
Column 3
Notes
1
Open
2
Open
3
Open
There are no rows in this table
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