New Clients
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      1. Ask Lexie
      2. CSR SOPs
      3. New Clients

      How do I assign a new client to a designer?

      This article contains the steps and blurbs needed to pass off a ready-to-order new client to a designer.

       

      TLDR:

      • Send all necessary info including disclaimers sent to designer (document which designer you assigned to in Designer Assigner)
      • Send "Assigner" email to client introducing them to designer and asking any needed questions. Make sure the client is unenrolled from any workflows in HubSpot.
      • Mark designer as CSR in the clients estimate and put unread emails containing artwork/important info in designers inbox.
      • Document assigned client in the Deisgner Assigner.xlsx spreadsheet

       

      • Review Designer Assigner Doc and determine which designer is next to receive a new client: Designer Assigner
      • Fill out the blurb below to send to designer in slack:

       

      Name: 

      Company:

      Estimate #

      Order description:

      Desired timeline: 

      Press proofs: Yes/no

      Were they told about the proof fee?: Yes/No

      Mailing address/local pick-up:

      Machine apply/hand apply(chopped individually?)

      Notes:

      Let me know if you have any questions!

       

      • Email the client using the Assigner Snippit: 

       

      “I will now connect you with , one of our fantastic prepress designers, who you will hear from soon!

      They will reach out with digital proofs to approve before proceeding with the order.

      I have a few more questions for you:

      - What is a good mailing address?

      - Is there a certain date you are hoping to get the order in hand by?

      - Do you plan to hand-apply or machine-apply?

      Please reach out if you have any questions or concerns--we are happy to help!”

       

      • Make sure the client is unenrolled from any workflows in HubSpot.
      • Skim over email thread with client to make sure you got all the details. Ask any other necessary questions. *Make sure to note what disclaimers regarding their order have been sent to the client.
      • Send complete form to designer in slack and send the client the email.
      • Change the CSR in the clients estimate to the designer you assigned them to and put all emails with artwork and important information in designers inbox as unread. 
      • Enter info into Designer Assigner spreadsheet:  Deisgner Assigner.xlsx