-
client acceptance
-
enter in database and quickbooks
-
begin billing
-
send pap
-
download info to team
-
bill and rafi contact set first meeting
-
first meeting bill
-
first meeting rafael
-
send map
-
ongoing billing and communications
-
second meeting bill rafi
-
send bap
-
coordinate conscierge
-
team prep
-
launch
-
gift sent
-
post launch meetings bill rafi jon
-
launch doc sent
-
launch doc reviewed with client
-
pitch coaching