Please enable JavaScript.
Coggle requires JavaScript to display documents.
Becker's Webinar (Attended (NAE (New (Interested (Email 1: Thanks for…
Becker's Webinar
Attended
NAE
Customer
Blaire reach out: thank them for coming, send digital copy, schedule follow-up call?
New
Interested
Email 1: Thanks for watching. Answer any questions they had. Suggest a call to continue conversation.
-
-
-
-
-
Non-Traditional
Customer
Blaire reach out: thank them for coming to the webinar, send digital copy
-
New
Email 1: Thank you for attending. Send digital copy of webinar. Attach Olive overview packet. Answer any questions they had.
-
-
-