Clio → Airtable. Tie Clio total billed to lead record

Summary
Client
HepworthHepworth
Assigned To
Status
Completed
Start & Finish Date
Needs Review
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Project Resources

No Resources Currently

Project Outline

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Project Planning Tasklist
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Problems & Goals

What are the problems we hope to solve with this project?

  • Can’t determine lifetime value of a lead because
  • Can’t know which lead sources provide value on-going

What are the Goals to create in order to solve the problems?

  • Create system that automatically updates the “billed” amount of a lead on-going from Clio
  • Update management metrics to include lifetime value

Goals & Deliverables

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Goal #1

Create system that automatically updates the “billed” amount of a lead on-going from Clio

Goal Planning Tasklist

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Deliverables

Tasklist - Research / Outline / Client Question

Tasklist - Final

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Goal #2

Update management metrics to include lifetime value

Goal Planning Tasklist

Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into TasksTasks , add task details

Deliverables

  • Update management metrics to include retained value for each lead source
  • Update consult scheduled to reflect a dynamic value on the action of consult scheduled included in management metrics
  • Create review process to confirm that data is clean

Tasklist - Research / Outline / Client Question

Tasklist - Final