Congratulations — Client Approved 🎉
1. Request deposit
Send a confirmation message via email or WhatsApp, thanking them for moving forward.
SUBJECT LINE Bingo Digital Marketing - Project Start
Hello FIRST NAME
Before we begin, here are a few items to complete before starting the project:
--- INITIAL DEPOSIT ---
Once completed, our team will send over your onboarding materials!
Best regards,
Daniel W.
2. Deposit Received
- Once the deposit is received, move the lead from “Proposal Sent” to “Deposit In! Start Work!” in Trello CRM.
- update Freshbooks invoice, "add payment received"
3. Project kick off for Project Manager
Follow instructions from next article
