Welcome to the Enterprise Marketing Team's Notion workspace! This onboarding page is your go-to guide for accessing our team's projects, resources, and collaborative efforts. Here, you'll find everything you need to get started and navigate our marketing initiatives smoothly. Please take a moment to go through it carefully 🫣

</aside>

Flow: Dealing with Clients

Step 1: Start by visiting the **Approach Base.** Here, you’ll find the database of potential clients, along with scripts, proposals, and strategies for outreach.

Step 2: Use the resources in Approach Base to engage with the client. Record your interactions and progress. Don’t forget to take a Meeting Note every time you have a meeting.

Step 3: Once a client is successfully engaged and a deal is in progress, move to the Client Tracker. Upload necessary credentials and documents related to the client.

Step 4: Track the client's journey in the Client Tracker. Update the status (e.g., potential, in progress, or go live) to ensure smooth follow-up and monitoring.

</aside>

Flow: Managing Ongoing Clients

Step 1: Visit the **Client Tracker** for an overview of all active clients.

Step 2: For each client, click on their page at the **Client Tracker** to store or retrieve important credentials and documentation.

Step 3: Follow the General Enterprise Flow for guidelines on managing the project at each stage: pre-development, development, and post-development.

Step 4: Regularly update the client's status and key milestones in the Client Tracker.

</aside>

Flow: Project Development Stages

Step 1: For every new project, refer to the General Enterprise Flow for the required administrative documents.

Step 2: In the Pre-Development phase, ensure all necessary documents from the General Enterprise Flow are prepared and verified.

Step 3: During the Development phase, adhere to the guidelines in the General Enterprise Flow and update the Client Tracker to reflect progress.

Step 4: Post-development, use the General Enterprise Flow to complete the administrative wrap-up, and transition the client status to "Go Live" in the **Client Tracker.**

</aside>

Flow: Administrative and Documentation

Step 1: Access the General Enterprise Flow for any client-specific credentials or administrative documents needed.

Step 2: Follow the processes outlined in the General Enterprise Flow for each stage of the client lifecycle (pre-development, development, post-development).

Step 3: Ensure all documents are kept up-to-date in their respective sections for easy reference by the entire team.

</aside>

Flow: Approaching

Step 1: Head to the Approach Base for templates, databases, and SOP.

Step 2: Customize proposals and outreach strategies using the resources available in Approach Base

Step 3: Document your outreach efforts and progress. Once a positive response is received, move the client details to the Client Tracker for further processing.

Step 4: Track the potential client's journey in the **Client Tracker.** and update it as the relationship develops.

</aside>

Flow: Writing a Proposal

Step 1: Research the Client

Start by reviewing the client's profile and background in the Approach Base or Client Tracker database. Familiarize yourself with their business model, industry, and needs.

Step 2: Access Proposal Templates

Navigate to the Proposal folder in the Approach Base section.
Choose a relevant proposal template based on the type of service or product being offered. Templates can be found categorized by product or client type (e.g., AR project, consulting service, etc.).

Step 3: Access Proposal Templates

Use the client's details and tailor the content to address their specific needs.
Focus on the following sections:
- Client's Problem/Objective: Clearly outline the issue or goal the client wants to address.
- Proposed Solution: Present our services as the solution, detailing how we offer that can meet their needs.
- Project Scope and Deliverables: Define the scope of work, key deliverables, and timeline.
- Costs and Budgeting: Provide a detailed cost breakdown. Use existing pricing references from the **General Enterprise Flow.**
- Value Proposition: Highlight key benefits, unique selling points, or past successes relevant to the client.

</aside>

Team! (untuk refer siapa yang harus diajak ngobrol/tanya)

Flow: Dealing with Clients

Flow: Managing Ongoing Clients

Flow: Project Development Stages

Flow: Administrative and Documentation

Flow: Approaching

Flow: Writing a Proposal

Team! (untuk refer siapa yang harus diajak ngobrol/tanya)

Developers

3D Team