Stage 1: Client Onboarding
HubSpot Task: "Send Brand Box to Client"
Auto-Task [for Administrative Assistant]
- A task is automatically assigned to the Administrative Assistant in HubSpot, to send a Brand Box to the Client.
- Client Branded quad-fold Brochures (with their company logo and contact info)
- Material Samples; ShoreSOX & EvoGuard
- A Battle Book
- A SOX Pitch Book
SAMPLE BRAND BOX
(image is outdated, and will soon be updated with current assets)
- Once the Brand Box is shipped, the task must be marked complete.