Team CFM Internal Links

Schedule First Onboarding Meeting

Schedule all 5 Client Onboarding Phase 1 Meetings

Selection of calendars for Creative Team to book testimonials, endorsements, content repurposing, video shoots

Entry point to CNA. If client completes this first, the CNA Intake form will automatically populate with values from this form

Use this link to trigger the CNA process without the Getting to Know Your Business form

Payment link page for Client Needs Analysis

ONLY COMPLETE IF THE ACCOUNT DOES NOT EXIST, I.E. DID NOT GO THROUGH THE STANDARD CNA PROCESS

Complete the PR form to automatically populate a draft post on Daily News Network