Assisted Living Customer Journey Tasks Checklist|Knowledge Base

Email Welcome letter
Email Website Questionnaire
Transfer leads to a Client
Enter Client on OnTrack2 System (get all info- call/text/email for missing info
Create “Project(s)” for all deliverables
1. Create “a project checklist” for assisted living 899 clients

Create Logo Design to-do Issue and Assign it to Nya Banks
Create a Business Card Design to-do Issue and Assign it to Nya Banks
Create Brochure Design to-do Issue and Assign it to Nya Banks
Create Register (list domain URL here) to-do Issue and Assign it to Byron Nasir
Create a New C-panel Account to-do Issue for (list domain URL here)and Assign it to Byron Nasir
Create upload Pathwell Theme to (list domain URL here) to-do Issue and Assign it to Byron Nasir
Update Website Content for New Domain (list domain URL here) to-do Issue and Assign it to Byron Nasir