CRM / Relationship Management

01 Intake Create the account, person, project, business, or event record. Open the correct form and capture the basic facts before work begins. Create Serial Page CRM / Relationship Management

02 Classify Tag the record by type, module, owner, location, risk, and priority. Make the item searchable and route it to the correct section of the operating system. Create Serial Page CRM / Relationship Management

03 Question Answer the required questionnaire. Confirm purpose, requirements, approvals, risks, documents, communications, and success goals. Create Serial Page CRM / Relationship Management

04 Approve Send the item through the right approval path. Require executive, board, property, school, chapter, finance, legal, or risk approval when needed. Create Serial Page CRM / Relationship Management

05 Assign Give every task an owner and due date. Make sure no action is left without a responsible person. Create Serial Page CRM / Relationship Management

06 Prepare Collect documents, funds, location details, vendors, training, and materials. Make the event or work item ready before execution. Create Serial Page CRM / Relationship Management

07 Communicate Send the correct notices to every audience. Notify staff, tenants, members, parents, students, vendors, board members, sponsors, or public visitors. Create Serial Page CRM / Relationship Management

08 Execute Run the event, project, or action. Track attendance, decisions, payments, incidents, photos, notes, and live changes. Create Serial Page CRM / Relationship Management

09 Close Finish payments, documents, incidents, approvals, and follow-ups. Mark the item complete only when the administrative work is finished. Create Serial Page CRM / Relationship Management

10 Report Generate results, lessons learned, and next recommendations. Compare goals to outcomes and improve the SOP for the next event. Create Serial Page CRM / Relationship Management