Purpose: To automatically create a task in wrike with the body of the email in the description so you are not copying and pasting and creating tasks each time a new request comes in from a client. Instructions: Open the email you wish to forward in...
Email Responses
Client Communication List – Website Build
Email 1. Onboard Client (after deposit paid) Purpose: Welcome email & project introduction, share project milestones, Request website content (text, images, brand assets) / Discovery questionnaire / brief collection Example: Subject: Welcome! > Logo files...
Hourly work approval proceedure
Starting March 2023, MakeWeb introduced a new policy for new accounts regarding hourly work. Clients must approve hourly tasks via a provided script, recorded by admins in Wrike. This preemptive measure aims to address client inquiries about task time during invoicing. The policy applies to complex support requests but excludes Gold clients already familiar with MW’s hourly rates.
When a client asks about page speed
[This was written by Isaac during a meeting. It should be considered version zero only, a starting point. Please proofread the below and remove this line once it is in use. We can always continue to improve it.] Clients often send us an automated scan they had on...