Quotes
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1. Respond to enquiry within 2 hours of receiving the inbound enquiry to say we will respond shortly
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2. Review initial requirements to validate if project would be a good fit for our business and determine the level of risk involved in taking on the project
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3. If good fit, quickly extract requirements in to the BUTDDA canvas to share with the team required to assist in the response
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4. Once team is briefed, set project calendar up with PM to organise resourcing
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5. Set-up project in : quotes.wp.com.au for the quote ID, which will become the Project ID
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6. Set-up project client folder from template folders on FP. Ensure all documents reside in here. Only ever have the latest file version in the root folder of the quotes folders.
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7. Set-up client within the Sales pipeline googlesheet
