Sales & Service Co-Ordinator
This book serves as the complete SOP and reference guide for the Sales and Service Coordinator role at Upastra Digital Media. It defines the purpose, workflows, and responsibilities of the team members who ensure that every client project transitions smoothly from the initial inquiry and sales stage to successful delivery and post-project communication.
General Things
How to qualify a lead? ( Qualified )
How to put a client in Hot Lead label?
How to decide a project budget?
How to send a detailed Offer? ( Offer Sent )
Follow ups after offer sent
How to put order under review
How to Add Orders in Discord ( Revised )
How to Properly Update Past Client Changes - Documentation Issue
Project type
Direct Orders
Industry Wise Questions
Hosting & Domain Setup SOP
Purpose: Standardize how the team identifies hosting scenarios and moves clients to the correct n...