What to do and when to do it!

You Will Need

Wonder Proposal Master

• Create a copy to work in.
  • Check “share it with the same people.”
• Place the name of the Proposal and the Client’s team.
  • Name of Project- Client Name
• Once you are finished, you will delete the explanations.
• Make the document “Comment Only”.

Wonder/Client Logos

• In this Canva doc, you can quickly use a snipping tool to grab the logo of the company you are working with linked to our own company logo.

Client Dossiers

For Recurring Project Monitoring:

• Cadenced Tigger Frequency Reference Sheet and Tracker
• 30-day Google Calendar (Aerial View) -
• How to Create Google Alerts using key words for trigger event monitoring.

1- We Receive a Project

Strategy Dash

• If the client uses Wonderpad, the job will go directly to the dash.
• We will never send a Strategy to the client
  • Email the client a proposal through ZenDesk.
  • cc the correct CSM
• Escalate the Strategy.

Client Emails In