How to do I navigate this service portal?
- The key form that needs to be completed for the RPMarketing Team to start your sales funnel design is within Phase 1.
- Make sure to complete this as soon as possible.
- Next complete the forms in Phase 2 - 4 are just important. Please make sure to complete these shortly after Phase 1.
- When your funnel is ready for review, you will be notified to return here to the Client Portal to approve/review your funnel.
- If your funnel is approved, great! You'll then be prompted by sms to setup a handover call.
- If you've requested revisions, the RPMarketing Team will make those changes and it will again come back to you for approval/review.
What is the process?
Your Adv Sales Funnel:
- Once you have completed the Phase 1 form, you'll be notified when one of the RPMarketing Team members start working on your funnel.
- Making sure that you complete Phase 2-4 shortly after as these are key to complete your sales funnel.
- When your funnel is ready for review, you will be notified by sms to return here to the Client Portal to approve/review your funnel.
- If approved, great! You'll be prompted to setup your handover call.
- If revisions requested, you'll be notified once a team member starts working on your funnel again. Then you'll be again notified when it's ready for your approval/review.