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WisePoints (+500k AQ customer profiled in Quantum (Quantum creates…

- - - - Leo adds customer the WisePoints Tracker
        
        Leo speaks to EC and arranges call with the customer (if required) (includes Team Manager)
        
        Leo/EC speaks with customer and positions WisePoints, gets a feel for what customer requires
        
        EC closes deal?
        
        No
        
        Leo update Tracker. Oportunity Closes
        
        Yes
        
        Leo updates Tracker, hands over to Harley
        
        1 more item...
        
        Leo produces bi-weekly report for Helen Shearer and Melissa Pattinson in finance, detailing closed customer info and deal values
        
        Admin send Welcome Pack with WisePoints certificate