CSM Procedure – Garage – WPRiders Intranet

Course Content

Introduction Sample Lesson

Section 1: CSM Activity

Section 2: Internal Kick-Off Meeting

Section 3: Onboarding Meeting with the New Client

Section 4: Planning the Project

Section 5: Tracking Project Progress

Section 6: Invoicing

Section 7: Meeting with the Clients

Section 8: Adding a new task for developers

Section 9: When an estimated project goes over the deadline

Section 10: When the client reports a BUG

Section 11: Weekly status meetings and updates

Section 12: Monthly activities

Section 13: Checks

Section 14: Canceling a retainer/subscription

Section 15: GDPR Data Cleanup

Section 16: When a website is Down or Hacked

Section 17: When a client sends an urgent email

Section 18: Calculating contract costs for each project

Section 19: Deployment to live & Project handover

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