1. Xero (accounts, expenses + sales invoice)
Accountant
/ Calendar
Mailchimp
Xero (accounts, expenses + sales invoice)
Xtina
Bank account
Calendly
Wordpress (eudaimonia-coaching.co.uk)
Excel
Paul
Customer

2. Agent
Process
System
Supporting system
Customer
Join mailing list
Mailchimp (lead magnet within website)
Wordpress
Add customer to mailing list
Mailchimp
Book consultation
Calendly
Xtina
Consultation
N/A
Send onboarding
Send thank you / feedback end of final session
Follow up with customer
Send blog/newsletter to stakeholders
LinkedIn?
Write blog
Write newsletter
Write survey
Typeform
Paul
Update / amend website
Create and send invoice to customer
Xero
Reconciliate expenses incurred
Report on monthly KPIs
Excel
Google docs for storage
Accountant
Produce yearly tax return

3. No PDF downloadable / no prize draw
Customer
Customer
LinkedIn
Mailchimp
List: Newsletter
Website (Wordpress)
0-7
Mailchimp campaign: PURPOSE SERIES (for Newsletter List)
Typeform to capture feedback
PDF link to free downloadable
Mailchimp
List: Eudaimonia LinkedIn Signup
1-7
Mailchimp campaign: PURPOSE SERIES (for LinkedIn List)
Typeform to capture feedback
Prize draw for free coaching sessions for those completing full feedback
No PDF downloadable / no prize draw
Award / inform winner