WEBVTT

NOTE duration:"00:05:49.6490000"

NOTE language:en-us

NOTE Confidence: 0.754893898963928

8b0669a9-ddce-4726-a4db-6eb6a191894f
00:00:02.240 --> 00:00:08.267
A new client, the
sales team sins.

NOTE Confidence: 0.765558779239655

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00:00:08.270 --> 00:00:10.930
New client handoff, which is an
email much like this.

NOTE Confidence: 0.924492239952087

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00:00:11.580 --> 00:00:15.090
There should always be an
executed contract or project

NOTE Confidence: 0.924492239952087

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00:00:15.090 --> 00:00:19.380
agreement that shows that the
client has signed off on our

NOTE Confidence: 0.924492239952087

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00:00:19.380 --> 00:00:23.280
terms and conditions, so this is
a new client, Monarch

NOTE Confidence: 0.924492239952087

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00:00:23.280 --> 00:00:27.960
International. I go to accounts
within the CRM. I always type in

NOTE Confidence: 0.924492239952087

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00:00:27.960 --> 00:00:32.640
the name just to ensure that we
don't have a previous client

NOTE Confidence: 0.924492239952087

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00:00:32.640 --> 00:00:34.590
with any naming system that's

NOTE Confidence: 0.741724789142609

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00:00:34.590 --> 00:00:39.670
closely related. Send in this
case we do not.

NOTE Confidence: 0.808780252933502

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00:00:40.330 --> 00:00:43.602
I just hit that knew to add a

NOTE Confidence: 0.776837050914764

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00:00:43.602 --> 00:00:50.116
new account. Is it going to
adjust your project planning?

NOTE Confidence: 0.890775382518768

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00:00:50.700 --> 00:00:54.340
Minnis girl down to this hours
management by checking update

NOTE Confidence: 0.890775382518768

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00:00:54.340 --> 00:00:59.072
from easy projects. This is what
we have to check both on the

NOTE Confidence: 0.890775382518768

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00:00:59.072 --> 00:01:03.076
client record and the project
record to make sure that when

NOTE Confidence: 0.890775382518768

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00:01:03.076 --> 00:01:07.444
the team logs their time in EP
that the hours are updated

NOTE Confidence: 0.890775382518768

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00:01:07.444 --> 00:01:11.812
dynamically and reflect a come
true hours balance. So as far as

NOTE Confidence: 0.890775382518768

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00:01:11.812 --> 00:01:15.816
the hours approved in contract
I'm going to Scroll down. You

NOTE Confidence: 0.890775382518768

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00:01:15.816 --> 00:01:20.548
can see the total projects hours
or 69. I will note that first

NOTE Confidence: 0.913392245769501

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00:01:20.548 --> 00:01:23.360
some of. Hum, the larger
projects, though sometimes

NOTE Confidence: 0.913392245769501

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00:01:23.360 --> 00:01:26.810
just give you the project
hours that have been improved

NOTE Confidence: 0.913392245769501

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00:01:26.810 --> 00:01:29.915
for the discovery process. An
after discovery went three

NOTE Confidence: 0.913392245769501

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00:01:29.915 --> 00:01:33.710
estimates are done. Then you
would need to go and update

NOTE Confidence: 0.913392245769501

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00:01:33.710 --> 00:01:35.435
the hours that proved here.

NOTE Confidence: 0.903274476528168

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00:01:36.730 --> 00:01:40.774
Then I'm going to Scroll down.
You can see here an account

NOTE Confidence: 0.903274476528168

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00:01:40.774 --> 00:01:44.144
management payment terms. This
client is a pain advance. You

NOTE Confidence: 0.903274476528168

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00:01:44.144 --> 00:01:46.166
can see here by their billing

NOTE Confidence: 0.92662125825882

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00:01:46.166 --> 00:01:51.564
terms. Coming up here, they are
in California so we do not

NOTE Confidence: 0.92662125825882

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00:01:51.564 --> 00:01:56.292
charge sales tax. We only charge
sales tax for clients that have

NOTE Confidence: 0.92662125825882

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00:01:56.292 --> 00:01:57.474
a Texas address.

NOTE Confidence: 0.754345417022705

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00:01:58.000 --> 00:02:01.048
How invoices are sent?

NOTE Confidence: 0.8329256772995

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00:02:01.060 --> 00:02:03.265
I'm gonna be doing base camp in

NOTE Confidence: 0.813758254051209

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00:02:03.265 --> 00:02:06.576
CRM. So for the

NOTE Confidence: 0.799286007881165

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00:02:06.576 --> 00:02:14.129
company name. And
then for

NOTE Confidence: 0.799286007881165

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00:02:14.129 --> 00:02:17.735
their client

NOTE Confidence: 0.920181274414063

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00:02:17.735 --> 00:02:23.222
initials. Do you have any
thoughts or request Kelsey, what

NOTE Confidence: 0.920181274414063

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00:02:23.222 --> 00:02:24.614
should they be named?

NOTE Confidence: 0.835002660751343

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00:02:25.500 --> 00:02:30.440
I was thinking Mon, do we have
that already like it we don't.

NOTE Confidence: 0.933522701263428

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00:02:31.180 --> 00:02:35.776
So now for the primary contact
an original contact. This is how

NOTE Confidence: 0.933522701263428

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00:02:35.776 --> 00:02:40.372
it's going to link back to the
sales team for commissions, so

NOTE Confidence: 0.933522701263428

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00:02:40.372 --> 00:02:44.585
it's pretty important to them.
I'm going to copy the email

NOTE Confidence: 0.933522701263428

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00:02:44.585 --> 00:02:46.883
address just to avoid any typos.

NOTE Confidence: 0.895866751670837

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00:02:47.460 --> 00:02:52.458
You hit the search bar and then
you could just hit new. It's a

NOTE Confidence: 0.895866751670837

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00:02:52.458 --> 00:02:57.456
quick and easy way to create a
new record so the name is on

NOTE Confidence: 0.236755684018135

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00:02:57.456 --> 00:02:59.930
God. Burma.

NOTE Confidence: 0.853244304656982

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00:03:01.140 --> 00:03:07.128
Save and then once you created
it for their primary contact, it

NOTE Confidence: 0.853244304656982

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00:03:07.128 --> 00:03:13.116
should be available and you can
list up for the original contact

NOTE Confidence: 0.853244304656982

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00:03:13.116 --> 00:03:19.603
and then here you type in the
email. In both of these slots.

NOTE Confidence: 0.910572707653046

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00:03:20.400 --> 00:03:24.288
Scroll down to general.

NOTE Confidence: 0.791259586811066

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00:03:25.970 --> 00:03:31.820
This is really more
important, um?

NOTE Confidence: 0.913225889205933

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00:03:34.340 --> 00:03:38.396
Just for accounting purposes, so
we make sure that they're not in

NOTE Confidence: 0.913225889205933

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00:03:38.396 --> 00:03:43.128
Texas. What I'm going to do here
just to save us a step for

NOTE Confidence: 0.913225889205933

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00:03:43.128 --> 00:03:47.522
later. We are going to reach out
to the client to send the

NOTE Confidence: 0.913225889205933

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00:03:47.522 --> 00:03:51.240
initial invoice. Once we have
that created, so I'm just going

NOTE Confidence: 0.913225889205933

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00:03:51.240 --> 00:03:55.296
to go ahead an craft. That
template while I have the email

NOTE Confidence: 0.913225889205933

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00:03:55.296 --> 00:03:57.324
address on my copy and paste.

NOTE Confidence: 0.899466395378113

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00:04:01.660 --> 00:04:06.418
So now for the address name I'm
gonna copy and paste this as

NOTE Confidence: 0.899466395378113

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00:04:06.418 --> 00:04:09.346
well to be sure there are no at

NOTE Confidence: 0.917195558547974

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00:04:09.346 --> 00:04:09.712
typos.

NOTE Confidence: 0.917973697185516

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00:04:10.440 --> 00:04:25.514
Perfect.
Coming down to hosting

NOTE Confidence: 0.917973697185516

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00:04:25.514 --> 00:04:28.880
details so we don't know at
this time that they would

NOTE Confidence: 0.917973697185516

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00:04:28.880 --> 00:04:30.716
need to utilize hosting with
us.

NOTE Confidence: 0.89751011133194

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00:04:32.690 --> 00:04:36.166
I mean anything with the red
astrik is required, but I'm

NOTE Confidence: 0.89751011133194

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00:04:36.166 --> 00:04:40.590
gonna show you. It's kind of a
stopgap if I go down here and

NOTE Confidence: 0.91248631477356

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00:04:40.590 --> 00:04:45.378
hit save. It won't let me
complete the process until

NOTE Confidence: 0.91248631477356

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00:04:45.378 --> 00:04:47.182
everything is sold out.

NOTE Confidence: 0.696552336215973

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But that's.

NOTE Confidence: 0.898998200893402

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00:04:48.970 --> 00:04:54.248
OK, so now the client record is
created. Going to go down to the

NOTE Confidence: 0.942156910896301

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drop down. And we are going to
have to create a project within

NOTE Confidence: 0.889263927936554

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this client record. So I'm gonna
come down here under project

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type. It's a web app so I'm
going to go to add new project.

NOTE Confidence: 0.930688679218292

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I'm going to do the three letter
naming convention and then I'm

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00:05:16.224 --> 00:05:17.634
just gonna call it web.

NOTE Confidence: 0.878621220588684

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00:05:18.330 --> 00:05:23.374
So here is the other one that
you have to make sure that

NOTE Confidence: 0.878621220588684

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update from easy projects is

NOTE Confidence: 0.826560437679291

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checked. Hey it will update
from easy project.

NOTE Confidence: 0.860734105110168

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00:05:32.420 --> 00:05:35.410
And then save and close.

NOTE Confidence: 0.861653625965118

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00:05:37.190 --> 00:05:40.820
So I'm just a part of like
the training here, Kelsey.

NOTE Confidence: 0.861653625965118

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00:05:40.820 --> 00:05:44.780
Whenever you go in to do the
CRM, Onyx, whomever. The PM

NOTE Confidence: 0.861653625965118

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00:05:44.780 --> 00:05:47.750
is, once they've paid their
initial invoice, you can

NOTE Confidence: 0.861653625965118

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00:05:47.750 --> 00:05:49.070
update the urgent care.