procedure
Client Content Approval
This blueprint will walk through this flow where the client (guest) is assigned to approve content: Content Approval wit...
15 steps 14 automations
Professional Services Approval
Proposal/Contract Review
9 steps 8 automations
Process steps
1
Collect information
1 days from previous step
Form fields in this step
First Name
Last Name
Another name
Title
Email
Mobile
Work Phone
Address
Reasons for a new system
Current Pain Points
Current provider(s) if any?
How will we help transition from old system?
Date agreed with customer to present proposal
Other information/notes on proposal request
2
Prepare quote/proposal
1 days from previous step
Please attach a detailed proposal. Refer info below:Contact Name: {{first-name-7643809}} {{last-name-7643802}} Company: {{company-name-414612}} Reasons for a new system: {{reasons-for-a-new-system-7643812}} Current pain points: {{current-pain-points-7643807}} Current provider(s): {{current-pain-points-7643807}} How will we help transition: {{reasons-for-a-new-system-7643812}} Proposal Deadline: {{date-agreed-with-customer-to-7643805}} Other Notes: {{other-information-notes-on-7643808}}
Form fields in this step
Attach proposal here
3
Send Quote
1 days from previous step
Send proposal/quote to:Contact: {{first-name-7643809}} {{last-name-7643802}} Title: {{title-7643811}} Company: {{company-name-414612}} Email: {{email-7643813}}
Form fields in this step
Email Sent?
4
Proposal meeting
1 days from previous step
Form fields in this step
Date of the meeting
Is a proposal variation required?
Customer Response
5
Quote Variation
1 days from previous step
Refer notes/requirements for proposal revision: {{customer-response-7643800}}
Form fields in this step
Attach updated proposal
6
Proposal accepted/declined?
1 days from previous step
Form fields in this step
Proposal accepted?
7
Acceptance
1 days from previous step
Form fields in this step
Attach signed and acknowledged proposal
8
Declined / No Indication
1 days from previous step
Form fields in this step
Reasons for declining the proposal
9
Close request
1 days from previous step
Related templates
procedure
Client Onboarding
6 steps 1 automations
Professional Services Client
procedure
Partner Onboarding
Use this blueprint to track and manage partner onboarding process. With a few changes, this blueprint can also be used t...
14 steps 9 automations
Professional Services onboarding
procedure
Work Samples
Run this process everytime you want to give a basic structure for a "Work Samples" Subject to employees...
1 steps 1 fields
Professional Services Management Consulting samples
Ready to use this template?
Sign up free and start running this process in minutes.