Stage 1: Client Onboarding
brand_box

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.
The Brand Box includes:  
  • 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(image is outdated, and will soon be updated with current assets)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.