Lead To Client Workflow

Step 1

Confirm that a new deal or “opportunity” has been created in the Regal App

• As a continuation of the “Prospect To Lead” workflow, the initial consultation should have created a deal for the invitee. The deal should now be in the “Client Onboarding” pipeline, now set to the “Consultation Scheduled” Stage.

Step 2

Confirm the appropriate tasks in the new "Opportunity"

• The Regal App pipeline automation (PIPELINE: Consultation Scheduled) should have created a note with all questions and information needed in the consultation. (Inside the contact record)

  24 hours later a task will be created for the assigned team member to verify if a subscription was purchased.

Step 3

Send "CLIENT ONBOARDING FORM" to the client

• Sending the Regal App email template “Onboarding: Info Needed Form” includes the "CLIENT ONBOARDING FORM". This form will collect all information needed to create a new client account

• Be used to auto-generate the clients' contract (Located in the Regal App)

  Payments > Proposals&Estimates > Regal Remote Service Contract Template

Step 4

Send Contract For Signature

• Send the contract from step 3 to the client for their digital signature. Continue to follow up with the client daily until the contract has been signed.

• Once the contract is signed, a notification will be sent to the team. Once the contract is signed, change the pipeline status to  "Onboarding Started"

• Larry is automatically sent a notification: “TIME TO CREATE CLIENT ACCOUNTS!”

Step 5

Send "Welcome Aboard" Email

• The "Welcome Aboard" email contains the new clients login email address, password, and URL for the Onboarding Course.

• The course provides video "How To" tutorials and app/OS download links for the client

• The "Welcome Aboard" email is sent as a part of a system automation this can be done by going to the client contact record. At the bottom of the left column there is an "Offer" field. Simply select "Welcome Aboard" in this field to trigger the automation