1️⃣ Inquiry & Lead Capture

🟢 Start Point

• Client submits inquiry via website / contact form
• Data enters CRM (Rukovoditel “Clients” entity)
• Auto-email acknowledgment sent

Output: New client record created → assigned unique Client ID

2️⃣ Qualification & Consultation

🔷 Stage Objective: Confirm fit and define requirements

• Account Manager reviews inquiry
• Schedules video or phone consultation (AIM policy: video or phone only)
• Discussion logged under client record

Output: Qualified client → “Onboarding Approved” status

3️⃣ Account Creation & Access

🟩 System Integration Stage

• Admin creates client login in Rukovoditel portal (project.aceintlmedia.com)
• Assigns role: Client – Limited Access
• Welcome Email → includes:
  • Portal link
  • Login credentials
  • Contact information (support@aceintlmedia.com)
• Client logs in to complete Onboarding Form

Output: Client officially onboarded to AIM ecosystem

4️⃣ Data & Document Intake

🟠 Stage Objective: Gather client details & assets

• Client fills out onboarding form (company info, goals, access credentials, etc.)
• Uploads:
  • Brand materials
  • Domain or product data
  • Google Ads / Shopping feed access (if applicable)
• Internal review verifies data completeness

Output: “Data Verified” tag → auto-trigger next phase

5️⃣ Project Setup & Kick-Off

🔵 Execution Stage

• Project entity auto-created in Rukovoditel
• Project timeline defined (start, milestones, deadlines)
• Tasks assigned internally (visible to client via portal)
• Kick-off meeting scheduled
• All files & assets linked to project folder

Output: Project status → “Active”

6️⃣ Live Project Management

🟣 Collaboration Stage

• Clients view progress dashboard (tasks, % completion, reports)
• AIM team updates deliverables via internal task boards
• Weekly update emails auto-sent
• Client feedback loop active via portal comments or tickets

Output: Transparent progress tracking & client satisfaction logs

7️⃣ Delivery & Review

🔶 Completion Stage

• Deliverables presented for approval
• Final QA & compliance check
• Client approves completion
• Deliverable package securely archived (timestamped, per AIM policy)

Output: Project marked as “Completed – Awaiting Feedback”

8️⃣ Post-Project & Retention

🔷 Relationship Continuity

• Client receives satisfaction survey
• If applicable → moves to “Ongoing Support” or “Retainer” plan
• Testimonials and case study approvals managed
• Account tagged for upsell / cross-service opportunities

Output: Client moved to retention workflow

🔐 Governance Layer (applies to all stages)

• All files timestamped & archived per AIM retention policy
• Data processed under GDPR & ICO compliance
• Internal actions logged (audit trail for ISO 27001 / 22301 alignment)

🎨 Infographic Design Notes

To visualise it, use:

💬 Inquiry → 🧑‍💼 Consultation → 🔐 Account → 📄 Data → 🚀 Project → 📈 Progress → ✅ Delivery → ♻️ Retention