Client Facing Processes

• We clarify what materials (product details, quotes, onboarding info, troubleshooting steps, sales literature) can be shared, and define any required opt-ins, consent rules, or compliance checks before sending.

• We layout how inbound inquiries, lead follow-ups, support requests, and quote submissions should be handled— step-by-step from first touch through resolution or sales handoff.

• Any QA reviews (ie for quote accuracy, content verification, legal/brand approvals), which must occur before information is sent out are identified.

• Network files are created for approved document templates - ie email templates, scripts, FAQs, and examples of what to send in specific situations (e.g., new lead follow-up, quote request, literature request, case closure) to ensure consistency.