SOPs
SOP: RFP/Custom Proposal
For any proposal that includes work outside the typical product set available in HubSpot, prior review and approval must be made by management. These proposals will be considered outside the scope of the standard commission fee agreement for the sales
SOP: Credit Requests
In order to request a credit/refund for a client, you must submit a request form https://brandedbold.com/submit-a-ticket/ Under “Request Type” you will choose Exception Under “Business Case” you will explain in full detail the reason for the request the source of
SOP: Create a Quote
When a potential client is ready to sign an agreement, these are the procedures to follow. Ensure the potential client (Signer/Point of Contact) are associated with the company Make sure a Deal has been created, and accurately reflects what the
Processes
Setting Up Intaker
Setting Up Intaker: To begin the setup process, you first must provide client details to our rep at Intaker, Joe Ruotolo ([email protected]) to obtain a quote. Once the order is taken care of and they have finished setting it up,
Scheduling Kickoff Calls
When scheduling kickoff calls: Please ensure that the team has at least 5 business days between the contract being signed and the call taking place (to allow them to prepare). If it’s a simple build or there are unique circumstances
Process: Active Client Issue/New Request Submission – Hubspot
Step 1: Open Hubspot and navigate to the Service dropdown, click on Tickets Step 2: On the far right click on Create Ticket Step 3: Fill in Ticket. Please Ensure you follow the naming convention below.
Process: New Client Submission – Hubspot
Step 1: Open Hubspot and navigate to the Marketing dropdown, on the bottom click on Forms Step 2: Open top form called Client Intake – New Client Step 3: Complete Form, once submitted it will generate a ticket in ClickUp
Resources
Submit a Ticket
This ticket is for existing clients who have issues needing to be addressed or requests to change something.