🚀 Agency Workflow Example #
Receive New Client Inquiry
⬇️
Contact the Client & discuss requirements.
⬇️
Create a lead & Customer Profile in the CRM.
⬇️
Send Proposal or Quotation
⬇️
Convert Lead into Customer
⬇️
Create New Project
⬇️
Assign Tasks to Team Members
⬇️
Communicate Through Discussions & Comments
⬇️
Share Files & Project Updates with Client
⬇️
Track Time & Project Progress
⬇️
Monitor Reports & Team Performance
⬇️
Generate Invoice & Receive Payment
⬇️
Provide Ongoing Customer Support
⬇️
Maintain Long-Term Client Relationship
📌 Important Agency Activities #
- 👥 Client Management
- 📁 Project Collaboration
- 💬 Team Communication
- 📊 Reporting & Tracking
💡Tips: Use projects, tasks, reminders, and communication tools together to manage agency workflows smoothly and improve client satisfaction.
