{"id":10279,"date":"2017-03-07T16:26:18","date_gmt":"2017-03-07T16:26:18","guid":{"rendered":"https:\/\/www.process.st\/templates\/clientes-nuevos\/"},"modified":"2024-02-28T20:49:19","modified_gmt":"2024-02-28T20:49:19","slug":"clientes-nuevos","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/clientes-nuevos\/","title":{"rendered":"Clientes Nuevos"},"content":{"rendered":"<section id=\"informacin-de-cliente\">\n<h2> Informaci&oacute;n de cliente: <\/h2>\n<\/section>\n<section id=\"datos-del-cliente\">\n<h2> Datos del cliente <\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signup Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Lead Status <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> CRM Lead URL <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Remember to also add a follow-up task for 2 weeks!&nbsp;If you don't have a CRM, take a look at our list of <a href=\"https:\/\/www.process.st\/2014\/04\/the-best-crm-for-small-businesses-cloud-saas\/\" rel=\"nofollow noopener\" target=\"_blank\">CRMs we recommend for Small Businesses<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"detalles-del-servicio\">\n<h2> Detalles del servicio <\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Servicio <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"protocolo\">\n<h2> Protocolo: <\/h2>\n<\/section>\n<section id=\"solicitar-al-cliente\">\n<h2> Solicitar al cliente <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Logo\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lista de distribuci&oacute;n para las pruebas\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lista de distribuci&oacute;n para servicio\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lista de distribuci&oacute;n para alertas\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Informaci&oacute;n datos de contactos encargados de facturaci&oacute;n y pago\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pedir Contrato y ordenes de compra\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Avisar a administraci&oacute;n y facturaci&oacute;n de Conecta de nuevo cliente, entregar los datos de facturaci&oacute;n y pago.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"enviar-informacin-a-anlisis-para-protocolo\">\n<h2> Enviar informaci&oacute;n a an&aacute;lisis para protocolo <\/h2>\n<\/section>\n<section id=\"enviar-protocolo-a-labs-anlisis\">\n<h2> Enviar protocolo a Labs (An&aacute;lisis) <\/h2>\n<\/section>\n<section id=\"pruebas-internas-de-newsletter\">\n<h2> Pruebas Internas de Newsletter <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Hacer las modificaciones en el protocolo seg&uacute;n feedback\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Aplicar los cambios en el servicio\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Agregar al cliente en la lista de distribuci&oacute;n\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Agregar al cliente en la lista de las alertas\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"pruebas-de-newsletter-con-cliente\">\n<h2> Pruebas de Newsletter con Cliente <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pedir comentarios d&iacute;a 1 y mandar informaci&oacute;n al equipo de Conecta\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Solicitar cambios a Labs\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pedir comentarios d&iacute;a 2 y mandar informaci&oacute;n al equipo de Conecta\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Solicitar cambios a Labs\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pedir comentarios d&iacute;a 3 y mandar informaci&oacute;n al equipo de Conecta\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Solicitar cambios a Labs\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"set-up-map\">\n<h2> Set up MAP: <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Desarrollo MAP Coder\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Desarrollo MAP Client\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Desarollo MAP Light\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Otros Indicadores\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"administracin\">\n<h2> Administraci&oacute;n: <\/h2>\n<\/section>\n<section id=\"facturacin-y-pagos\">\n<h2> Facturaci&oacute;n y Pagos <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Mandar mail de presentaci&oacute;n de las personas de compras y facturaci&oacute;n\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Coordinar entrega de ordenes de compra\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Enviar informaci&oacute;n a finanzas para facturaci&oacute;n\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Coordinar fechas de entrega de conformidad mensual o HES para facturar\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"enviar-contrato-para-revisin-y-firma\">\n<h2> Enviar contrato para revisi&oacute;n y firma <\/h2>\n<\/section>\n<section id=\"archivar-y-escanear-contrato-de-servicio\">\n<h2> Archivar y escanear contrato de servicio <\/h2>\n<div class=\"text-content\">\n<p>Answer any questions and have the client submit the<strong> signed contract<\/strong> during the kickoff meeting. Once again, <strong>record a copy<\/strong> of the signed contract in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed Contract <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Informaci&oacute;n de cliente: Datos del cliente Client Email Signup Date Date will be set here Lead Status CRM Lead URL Remember to also add a follow-up task for 2 weeks!&nbsp;If you don't have a CRM, take a look at our list of CRMs we recommend for Small Businesses. Detalles del servicio Servicio An option will [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"14","template_description":"Procedimiento de ingreso de cliente nuevos","template_id":"uhTrUt0OC8lCWOIzUnVNkg","task_0":"Informaci\u00f3n de cliente:","task_slug_0":"informacin-de-cliente","task_1":"Datos del cliente","task_slug_1":"datos-del-cliente","task_2":"Detalles del servicio","task_slug_2":"detalles-del-servicio","task_3":"Protocolo:","task_slug_3":"protocolo","task_4":"Solicitar al cliente","task_slug_4":"solicitar-al-cliente","task_5":"Enviar informaci\u00f3n a an\u00e1lisis para protocolo","task_slug_5":"enviar-informacin-a-anlisis-para-protocolo","task_6":"Enviar protocolo a Labs (An\u00e1lisis)","task_slug_6":"enviar-protocolo-a-labs-anlisis","task_7":"Pruebas Internas de Newsletter","task_slug_7":"pruebas-internas-de-newsletter","task_8":"Pruebas de Newsletter con Cliente","task_slug_8":"pruebas-de-newsletter-con-cliente","task_9":"Set up MAP:","task_slug_9":"set-up-map","task_10":"Administraci\u00f3n:","task_slug_10":"administracin","task_11":"Facturaci\u00f3n y Pagos","task_slug_11":"facturacin-y-pagos","task_12":"Enviar contrato para revisi\u00f3n y firma","task_slug_12":"enviar-contrato-para-revisin-y-firma","task_13":"Archivar y escanear contrato de servicio","task_slug_13":"archivar-y-escanear-contrato-de-servicio","task_14":"Collect signed contract","task_slug_14":"collect-signed-contract","task_15":"Ask for referrals","task_slug_15":"ask-for-referrals","task_16":"Immediately Post-Meeting:","task_slug_16":"immediately-postmeeting","task_17":"Finalize agenda with input from client","task_slug_17":"finalize-agenda-with-input-from-client","task_18":"Send handwritten thank-you note(s)","task_slug_18":"send-handwritten-thankyou-notes","task_19":"Write up meeting notes for your team","task_slug_19":"write-up-meeting-notes-for-your-team","task_20":"Add meeting notes &amp; contract to CRM","task_slug_20":"add-meeting-notes--contract-to-crm","task_21":"Household accounts and link to other relationships","task_slug_21":"household-accounts-and-link-to-other-relationships","task_22":"One Week Later:","task_slug_22":"one-week-later","task_23":"First touch base call","task_slug_23":"first-touch-base-call","task_24":"Follow-up email to client regarding information requested at initial meeting","task_slug_24":"followup-email-to-client-regarding-information-requested-at-initial-meeting","task_25":"Four Weeks Later:","task_slug_25":"four-weeks-later","task_26":"Send a follow-up onboarding survey","task_slug_26":"send-a-followup-onboarding-survey","task_27":"Review account statements","task_slug_27":"review-account-statements","task_28":"Send first month project update and status","task_slug_28":"send-first-month-project-update-and-status","task_29":"Sources:","task_slug_29":"sources","task_30":"Relevant Checklists:","task_slug_30":"relevant-checklists","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7,1],"tags":[],"class_list":["post-10279","post","type-post","status-publish","format-standard","hentry","category-miscellaneous","category-uncategorized"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/10279","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=10279"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/10279\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=10279"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=10279"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=10279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}