The order of the cards is the priority: top cards have more priority.
Every card in Trello follows the next format:
_Company name | Proyect name (Contact name)_
Opportunities can be removed from contract signed and failed. We need to update the Analytics excel when we do that.
We collect leads from different sources, take a look to the Marketing Plan to know more about it.
Our first contact is different depending whether they know about us or we find them. When we find them we send them a cold email to someone in the management team. If they find us, we either reply to their email or phone call and decide where to place the opportunity.
Our first meeting is usually with a videoconference. If the project is relevant enough we can consider to have a in-person meeting but this is the less desirable option as it is very inefficient.
Usually, the Clients provide an Non-Disclosure Agreement with their needs, but in case we need to provide one, you can find examples in our shared Google Drive folder.
Usually, we need more than one meeting to get enough information about the project. Don’t rush this step and try to understand the project with all its nuances in order to write a proper offer. You should consider to use our Methodology of the Viability Screening in order to asses whether the project is feasible and relevant for us or not.
We have templates to write an offer:
Remember to update both templates with new content if it will be relevant for future projects.
We do not start a project without the contract being signed for both sides.
We research for potential customers in webs like Hacker News and AngelList. We look for companies that are looking for ML and/or DL experts and search their website. Then, we decide the right person to contact each company.
We identify the key contact in the company (aiming at Managing Partners, Founders, CTOs, CEOs, CMOs, etc.), and find a way to contact them. If we find an email direction, the selected person from Serendeepia sends a direct mail to that person, if we don’t find an email direction, we will use Linkedin to contact the client. Our process o Linkedin contacting strategy is as follows:
Following the feedback from the company, we research what we can offer, our costs and prices to prepare a proposal.
We send the proposal to the company.