Client Name

Intro on their initial reach out to refresh their memory on their goal - or what they wanted… then push the value of what you will offer

Option to add 30 min intro call note document here via button

schedule meeting with melanie
email melanie - easy access

Let’s get to work

Project Checklist

Schedule Onboarding Call - link to calendar(?)

TIMELINE & DUE DATES


Make it

Documents / Drive

place to link all documents - sheets - drives etc. can play with design and layout but we want this to be where they come back to to see docs with you!

Pretend client list upload
what other working docs
what other working docs
Contracts with Hewson
what other working docs
what other working docs

Hewson Gifts

Hewson stocked gifts - let’s say for photography client to go in and add to cart pay/address/ etc

2024

I am envisioning a dashboard or linked buttons with old files from previous years list and addresses to store. Buttons below as examples


2024 Holiday Gift List & Adresses
2024 Holiday Gift List & Adresses
2024 Investment
ROI

FAQ

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.