Client & Project Management | CRM

The learner will be responsible for designing, customizing, and streamlining my Notion template, which is used for client onboarding, mid-project, and offboarding processes. Main Goal: To create a smooth client experience with all project materials in one place. Secondary Goal: Streamline the client experience so follow-ups, feedback requests, payments, Loom videos (instructional videos), testimonials, updated, and referral requests all occur and follow a structure. Success Defined By:Gabe, the owner's feedbackOur client's feedbackWhether or not the process remains and becomes a standard

Lead Generation for Small Startup

Learn B2B sales. Get on the phone with business owners in four specific industries (provided) and become comfortable selling a service as a product. Main Goal: Get the business owner to request a proposal.Secondary Goal: Filter out "bad fits" through the sales call process. Fontana Copy only wants to work with clients who are a good fit, and it will be part of your responsibility to determine good and bad fits. Success Defined As: Number of calls made per dayPercentage of business owners you speak with compared to how many calls you makePercentage of proposals requested compared to how many owners you speak withNew projects landed for Fontana Copy