| Sales process |
Automation for hire us page to CRM |
Yes |
Zapier/Notion |
|
Automation for Inquiry form page to CRM |
Yes |
Zapier/Notion |
|
Automation for affiliate form CRM |
Yes |
Zapier/Notion |
|
Keyword property on notion ticket |
Yes |
Notion |
|
Search volume property on notion ticket |
Yes |
Notion |
|
Send keyword email button on notion |
Yes |
Notion |
|
Automation to send keyword email |
Yes |
Notion / Gmail |
|
Free strategy book a call automatic email |
No |
Notion / Gmail |
|
Email follow up checking automations |
No |
Notion |
|
Page automation for email sent status (Keyword email) |
Yes |
Notion |
|
Page automation for email sent status (Book a call email) |
No |
Notion |
|
Last followed up date property |
No |
Notion |
|
Affiliate name field and automations |
Yes |
Notion |
|
Google drive link for linking free strategy document |
No |
Zapier / Google drive |
|
Package field with automations |
Yes |
Notion |
| Contract and Payment Process |
Automation to start panda doc process (Initiate contract button) |
No |
Notion/ Pandadoc |
|
Onboarding Form sent status in stage field |
No |
Pandadoc/Notion |
|
Project start date property |
No |
Notion |
|
Client location field (International / UK) |
No |
Notion |
|
Notion status change automation for onboarding form sent |
No |
Notion |
|
Automate select contract template regarding international or UK client, or ongoing essentials |
No |
Notion/ Pandadoc |
|
Automation to fill out the contract with information filled on notion (name, Project start date) |
No |
Notion/ Pandadoc |
|
Automation on notion to change status to contract sent |
No |
Pandadoc/ Notion |
|
Automatic follow up on if they have not signed in 3 days |
No |
Pandadoc |
|
Automatic task to follow up on signature if client has signed in 6 days |
|
Pandadoc/Notion |
|
Automate sending client payment request if all signatures are there |
Yes |
Pandadoc |
|
Automation to change notion status to payment pending |
No |
Pandadoc/Notion |
|
Change payment status of contract to paid on notion if payment is made on pandadoc |
No |
Pandadoc/Notion |
|
Automate slack message to fundamentals and ongoing essentials channel saying client has payment has been made |
Yes |
Pandadoc/Zapier/Slack |
|
If status is marked as declined on panda doc notion automation to mark lead as Lost |
No |
Pandadoc/Notion |
| Onboarding process |
Automation to send email after delay to client welcoming them with onboarding form |
No |
Zapier/Gmail |
|
Create new onboarding form email from Tiffany and Kashaaf |
No |
Google Forms (Or Notion Forms) |
|
Create suggestion for client delivery using chat GPT automation |
Yes |
Zapier/Chatgpt |
|
Add notion property to add in the link for the above document |
No |
Notion |
|
Automation to create file for client on google drive |
Yes |
Zapier/Google drive |
|
Automation to add onboarding document to drive |
Yes |
Zapier/Google drive |
|
Automation to create notion task for Tiffany to start work |
No |
Zapier/Google |
|
Automation to add onboarding questionnaire responses to notion ticket |
No |
Zapier/Notion |
|
Automation to send slack message with google drive link and notion ticket |
No |
Notion/Slack |
|
Automations to add information from Fundamentals and Onboarding process question answers to Notion ticket body |
No |
Google sheets (Or notion forms) /Notion |
| Fundamentals Services delivery process |
Separate fundamentals space in Notion |
No |
Notion |
|
Create automation to send email notifying to client the first day of work |
No |
Notion |
|
Under review status in stage |
No |
Notion |
|
Create property for growth document on notion |
No |
Notion |
|
Create Loom video link property on notion ticket |
No |
Notion |
|
Send email - Fundamentals Work Product |
No |
Notion |
|
Automation to send email with the work that is completed |
No |
Notion/Gmail |
|
Score before field in Notion |
No |
Notion |
|
Score after field in Notion |
No |
Notion |
|
Score increase field in Notion |
No |
Notion |
|
Upsell field in Notion |
No |
Notion |
| Ongoing Essentials delivery process |
Separate ongoing essentials space in Notion |
No |
Notion |
|
Biweekly strategy review call task automations |
No |
Notion |
|
Fundamentals call calendar |
No |
Notion |
|
Weekly update google drive document link field |
No |
Notion |
|
Monthly summary google drive document link field |
No |
Notion |
|
Quarterly review google drive document link field |
No |
Notion |
|
Contract end date field |
No |
Notion |
| Email Follow up |
Automation to say if lead has replied (Stage field) |
No |
Notion |