Project Resources
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Project Outline
Project Planning Tasklist
Go through
For each Goal outlined turn it individual item in
Problems & Goals
What are the problems we hope to solve with this project?
- Need to remove people from handling and responding to leads during lead intake
What are the Goals to create in order to solve the problems?
- Funnel website submissions, nolo, lawyer, lawyers.com, and calls after hours into the chat bot flow
Goals & Deliverables
Goal #1
- Funnel website submissions, nolo, lawyer, lawyers.com, and calls after hours into the chat bot flow
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 
Tasks , add task details
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final