Client Journey

Partnership Pipeline

Client Agreement

STAGE 0

Learn More

New Deal

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New Deal

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P2P Agmt Review Call

If Requested [SOX CEO & Lead Principal]

P2P Agmt Review Call

If Requested [SOX CEO & Lead Principal]

Offer P2P Agmt Call

Auto-Email [to Client, after 3 days]

Offer P2P Agmt Call

Auto-Email [to Client, after 3 days]

Follow Up with Client

Auto-Task [for RTE, every 3 days]

Follow Up with Client

Auto-Task [for RTE, every 3 days]

Client Executes Agreement

Client Enters 5SoCS

Client Executes Agreement

Client Enters 5SoCS

New Deal

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New Deal

Triggers Workflow ghfg gdf gd g dfgd gdf

P2P Agmt Review Call

If Requested [SOX CEO & Lead Principal]

P2P Agmt Review Call

If Requested [SOX CEO & Lead Principal]

Offer P2P Agmt Call

Auto-Email [to Client, after 3 days]

Offer P2P Agmt Call

Auto-Email [to Client, after 3 days]

Follow Up with Client

Auto-Task [for RTE, every 3 days]

Follow Up with Client

Auto-Task [for RTE, every 3 days]

Client Executes Agreement

Client Enters 5SoCS

Client Executes Agreement

Client Enters 5SoCS

Partnership Pipeline

Client Onboarding

STAGE 1

Agreement is Executed

Triggers Workflow

Agreement is Executed

Triggers Workflow

RTE Alert: Enter Client Onboarding

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Client Onboarding

Auto-Message from HubSpot [to Internal SOX Staff Only]

Schedule Client Intake

Auto-Task [for CRS]

Schedule Client Intake

Auto-Task [for CRS]

Welcome to SOX

Auto-Email [to Client]

Welcome to SOX

Auto-Email [to Client]

Client Intake Call

SOX CRS & Client Admin

Client Intake Call

SOX CRS & Client Admin

Send Brand Box to Client

Auto-Task [for Admin]

Send Brand Box to Client

Auto-Task [for Admin]

Client Onboarding Completed

CRS Updates in HubSpot

Client Onboarding Completed

CRS Updates in HubSpot

Agreement is Executed

Triggers Workflow

Agreement is Executed

Triggers Workflow

RTE Alert: Enter Client Onboarding

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Client Onboarding

Auto-Message from HubSpot [to Internal SOX Staff Only]

Schedule Client Intake

Auto-Task [for CRS]

Schedule Client Intake

Auto-Task [for CRS]

Welcome to SOX

Auto-Email [to Client]

Welcome to SOX

Auto-Email [to Client]

Client Intake Call

SOX CRS & Client Admin

Client Intake Call

SOX CRS & Client Admin

Send Brand Box to Client

Auto-Task [for Admin]

Send Brand Box to Client

Auto-Task [for Admin]

Client Onboarding Completed

CRS Updates in HubSpot

Client Onboarding Completed

CRS Updates in HubSpot

Partnership Pipeline

Marketing Services

STAGE 2

Client Onboarding Complete

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Client Onboarding Complete

Triggers Workflow

RTE Alert: Enter Marketing Services

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Marketing Services

Auto-Message from HubSpot [to Internal SOX Staff Only]

Client Brand Due Diligence

Auto-Task [for CRS]

Client Brand Due Diligence

Auto-Task [for CRS]

Schedule Brand Discovery

Auto-Task [for Admin]

Schedule Brand Discovery

Auto-Task [for Admin]

Marketing Intro

Auto-Email [to Client]

Marketing Intro

Auto-Email [to Client]

Client on SOX Website

Auto-Task [for Creative]

Client on SOX Website

Auto-Task [for Creative]

Client on CompanyCam

Auto-Task [for Creative]

Client on CompanyCam

Auto-Task [for Creative]

Create Client Branded Assets

Auto-Task [for Creative]

Create Client Branded Assets

Auto-Task [for Creative]

Brand Discovery Call

SOX Marketing & Client Marketing

Brand Discovery Call

SOX Marketing & Client Marketing

Add Region to Mapsly

Auto-Task [for CRS]

Add Region to Mapsly

Auto-Task [for CRS]

Media Release & Testimony

Auto-Task [for Dig Mktg]

Media Release & Testimony

Auto-Task [for Dig Mktg]

Client Branded Assets

Auto-Email [to Client]

Client Branded Assets

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Grant Portal Access

Auto-Task [for Dir Ops]

Grant Portal Access

Auto-Task [for Dir Ops]

Marketing Services Complete

SOX Host Updates in HubSpot

Marketing Services Complete

SOX Host Updates in HubSpot

Client Onboarding Complete

Triggers Workflow

Client Onboarding Complete

Triggers Workflow

RTE Alert: Enter Marketing Services

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Marketing Services

Auto-Message from HubSpot [to Internal SOX Staff Only]

Client Brand Due Diligence

Auto-Task [for CRS]

Client Brand Due Diligence

Auto-Task [for CRS]

Schedule Brand Discovery

Auto-Task [for Admin]

Schedule Brand Discovery

Auto-Task [for Admin]

Marketing Intro

Auto-Email [to Client]

Marketing Intro

Auto-Email [to Client]

Client on SOX Website

Auto-Task [for Creative]

Client on SOX Website

Auto-Task [for Creative]

Client on CompanyCam

Auto-Task [for Creative]

Client on CompanyCam

Auto-Task [for Creative]

Create Client Branded Assets

Auto-Task [for Creative]

Create Client Branded Assets

Auto-Task [for Creative]

Brand Discovery Call

SOX Marketing & Client Marketing

Brand Discovery Call

SOX Marketing & Client Marketing

Add Region to Mapsly

Auto-Task [for CRS]

Add Region to Mapsly

Auto-Task [for CRS]

Media Release & Testimony

Auto-Task [for Dig Mktg]

Media Release & Testimony

Auto-Task [for Dig Mktg]

Client Branded Assets

Auto-Email [to Client]

Client Branded Assets

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Grant Portal Access

Auto-Task [for Dir Ops]

Grant Portal Access

Auto-Task [for Dir Ops]

Marketing Services Complete

SOX Host Updates in HubSpot

Marketing Services Complete

SOX Host Updates in HubSpot

Partnership Pipeline

Sales Training

STAGE 3

Marketing Services Complete

Triggers Workflow

Marketing Services Complete

Triggers Workflow

RTE Alert: Enter Sales Training

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Sales Training

Auto-Message from HubSpot [to Internal SOX Staff Only]

Schedule Prep Time

Auto-Task [for Admin]

Schedule Prep Time

Auto-Task [for Admin]

Schedule Sales Training

Auto-Task [for Admin]

Schedule Sales Training

Auto-Task [for Admin]

Sales Intro

Auto-Email [to Client]

Sales Intro

Auto-Email [to Client]

Sales Training Call

SOX Sales & Client Sales

Sales Training Call

SOX Sales & Client Sales

Portal Access Instructions

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Grant Portal Access

Auto-Task [for Dir Ops]

Grant Portal Access

Auto-Task [for Dir Ops]

Sales Training Complete

SOX Host Updates in HubSpot

Sales Training Complete

SOX Host Updates in HubSpot

Marketing Services Complete

Triggers Workflow

Marketing Services Complete

Triggers Workflow

RTE Alert: Enter Sales Training

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Sales Training

Auto-Message from HubSpot [to Internal SOX Staff Only]

Schedule Prep Time

Auto-Task [for Admin]

Schedule Prep Time

Auto-Task [for Admin]

Schedule Sales Training

Auto-Task [for Admin]

Schedule Sales Training

Auto-Task [for Admin]

Sales Intro

Auto-Email [to Client]

Sales Intro

Auto-Email [to Client]

Sales Training Call

SOX Sales & Client Sales

Sales Training Call

SOX Sales & Client Sales

Portal Access Instructions

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Grant Portal Access

Auto-Task [for Dir Ops]

Grant Portal Access

Auto-Task [for Dir Ops]

Sales Training Complete

SOX Host Updates in HubSpot

Sales Training Complete

SOX Host Updates in HubSpot

Partnership Pipeline

Installation Certification

STAGE 4

Sales Training Complete

Triggers Workflow

Sales Training Complete

Triggers Workflow

RTE Alert: Enter Install Certification

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Install Certification

Auto-Message from HubSpot [to Internal SOX Staff Only]

Add to Events Calendar

Auto-Task [for Admin]

Add to Events Calendar

Auto-Task [for Admin]

Install Training Approved

Approved [by Trainer]

Install Training Approved

Approved [by Trainer]

Install Training Requested

Form Submitted [by RTE]

Install Training Requested

Form Submitted [by RTE]

Schedule Pre-Install Meeting

Auto-Task [for Trainer]

Schedule Pre-Install Meeting

Auto-Task [for Trainer]

Payment Requirements

Auto-Email [to Client]

Payment Requirements

Auto-Email [to Client]

Material Order RTE Consult

Auto-Task [for RTE]

Material Order RTE Consult

Auto-Task [for RTE]

Confirm Payment

Auto-Task [for RTE]

Confirm Payment

Auto-Task [for RTE]

Check Webinar Registration

Auto-Task [for Trainer]

Check Webinar Registration

Auto-Task [for Trainer]

Pre-Install Meeting

SOX Field & Client Field

Pre-Install Meeting

SOX Field & Client Field

Portal Access Instructions

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Grant Portal Access

Auto-Task [for Dir Ops]

Grant Portal Access

Auto-Task [for Dir Ops]

Install Checklist

Auto-Email [to Client]

Install Checklist

Auto-Email [to Client]

Installation Training (onsite)

SOX Field & Client Field

Installation Training (onsite)

SOX Field & Client Field

Set Certification Status

Auto-Task [for Trainer]

Set Certification Status

Auto-Task [for Trainer]

RTE Alert: CSP is Certified

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: CSP is Certified

Auto-Message from HubSpot [to Internal SOX Staff Only]

You Are Certified!

Auto-Email [to Client]

You Are Certified!

Auto-Email [to Client]

Co-Marketing Opportunity

Auto-Task [for Dig Mktg]

Co-Marketing Opportunity

Auto-Task [for Dig Mktg]

Post-Install Report

Auto-Task [for Trainer]

Post-Install Report

Auto-Task [for Trainer]

Send CSP Swag Bag

Auto-Task [for Admin]

Send CSP Swag Bag

Auto-Task [for Admin]

Installation Certification Complete

Auto-Updates in HubSpot

Installation Certification Complete

Auto-Updates in HubSpot

Sales Training Complete

Triggers Workflow

Sales Training Complete

Triggers Workflow

RTE Alert: Enter Install Certification

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Enter Install Certification

Auto-Message from HubSpot [to Internal SOX Staff Only]

Add to Events Calendar

Auto-Task [for Admin]

Add to Events Calendar

Auto-Task [for Admin]

Install Training Approved

Approved [by Trainer]

Install Training Approved

Approved [by Trainer]

Install Training Requested

Form Submitted [by RTE]

Install Training Requested

Form Submitted [by RTE]

Schedule Pre-Install Meeting

Auto-Task [for Trainer]

Schedule Pre-Install Meeting

Auto-Task [for Trainer]

Payment Requirements

Auto-Email [to Client]

Payment Requirements

Auto-Email [to Client]

Material Order RTE Consult

Auto-Task [for RTE]

Material Order RTE Consult

Auto-Task [for RTE]

Confirm Payment

Auto-Task [for RTE]

Confirm Payment

Auto-Task [for RTE]

Check Webinar Registration

Auto-Task [for Trainer]

Check Webinar Registration

Auto-Task [for Trainer]

Pre-Install Meeting

SOX Field & Client Field

Pre-Install Meeting

SOX Field & Client Field

Portal Access Instructions

Auto-Email [to Client]

Portal Access Instructions

Auto-Email [to Client]

Grant Portal Access

Auto-Task [for Dir Ops]

Grant Portal Access

Auto-Task [for Dir Ops]

Install Checklist

Auto-Email [to Client]

Install Checklist

Auto-Email [to Client]

Installation Training (onsite)

SOX Field & Client Field

Installation Training (onsite)

SOX Field & Client Field

Set Certification Status

Auto-Task [for Trainer]

Set Certification Status

Auto-Task [for Trainer]

RTE Alert: CSP is Certified

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: CSP is Certified

Auto-Message from HubSpot [to Internal SOX Staff Only]

You Are Certified!

Auto-Email [to Client]

You Are Certified!

Auto-Email [to Client]

Co-Marketing Opportunity

Auto-Task [for Dig Mktg]

Co-Marketing Opportunity

Auto-Task [for Dig Mktg]

Post-Install Report

Auto-Task [for Trainer]

Post-Install Report

Auto-Task [for Trainer]

Send CSP Swag Bag

Auto-Task [for Admin]

Send CSP Swag Bag

Auto-Task [for Admin]

Installation Certification Complete

Auto-Updates in HubSpot

Installation Certification Complete

Auto-Updates in HubSpot

Partnership Pipeline

Continued Support

STAGE 5

Installation Certification Complete

Triggers Workflow

Installation Certification Complete

Triggers Workflow

RTE Alert: Continued Support

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Continued Support

Auto-Message from HubSpot [to Internal SOX Staff Only]

P2P Client Success Call

SOX CEO & Client Principal

P2P Client Success Call

SOX CEO & Client Principal

Touchpoints from All Teams

Scheduled Indefinitely

Touchpoints from All Teams

Scheduled Indefinitely

Installation Certification Complete

Triggers Workflow

Installation Certification Complete

Triggers Workflow

RTE Alert: Continued Support

Auto-Message from HubSpot [to Internal SOX Staff Only]

RTE Alert: Continued Support

Auto-Message from HubSpot [to Internal SOX Staff Only]

P2P Client Success Call

SOX CEO & Client Principal

P2P Client Success Call

SOX CEO & Client Principal

Touchpoints from All Teams

Scheduled Indefinitely

Touchpoints from All Teams

Scheduled Indefinitely

Partnership Pipeline Workflow

Client Agreement

Client Onboarding

Marketing Services

Sales Training

Installation Certification