Client Operations
Type: GuideStatus: DraftOwner: Cloudberrie StudioVersion: 4.2.0Updated: 2026-07-17
Lifecycle
Lead→Discovery→Proposal→Agreement→Onboarding→Delivery→Reporting→Renewal / Offboarding
Email by Stage
| Stage | Alias | Output |
|---|---|---|
| Lead & discovery | sales@ | Discovery call and needs assessment |
| Proposal | sales@ | Scope, pricing, timeline |
| Onboarding | clients@ | Welcome, asset checklist, communication plan |
| Platform access | social@ | Meta, Instagram, LinkedIn, YouTube invitations |
| Execution | clients@ or projects@ | Updates, approvals, milestones |
| Support | support@ | Issue acknowledgement and resolution |
Vedash Wealth Talks: use clients@ for ongoing client communication and social@ for social-platform access administration.