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Inbound Leads (Lead, MQL (Rejected (Trash (Create new SFDC status, "…

- - - - Monthly Report to Marketing & SDR Managers
      - Create new SFDC status, "not prospect (purge)", etc.
        
        Contacts can be purged periodically
    - - Auto, Persie, or Custom Email
        
        No Response
        
        Recycle
        
        Recycle cadences run at the start of every quarter
        
        Response
        
        "Not interested/timing not right/etc."
        
        No specific date: Create temporary DNC status
        
        Recycle every 1-2 quarters
        
        Specific date: DNC & specific date reminded added to contact in Outreach (SFDC also an option, but difficult/clunky for reps to use - preferably would auto-sync with SFDC)
        
        "Don't email me"
        
        DNC
        
        "Let's Talk"
        
        Call on SDR's calendar
        
        Trash Lead
        
        DNC
        
        Nurture (resources, Spencer, etc)
        
        <6 months out, SDR to nurture
        
        6+ month out, send to Spencer
        
        Opportunity
        
        Notification to AE, SDR, & SDR Manager
        
        Rejected
        
        4 more items...
        
        Accepted
        
        2 more items...
        
        AEs to Accept/Reject within 24hrs. Exceptions by SDR manager approval.
        
        1 more item...
        
        Weekly reports to SDR Managers, SDR Team Leads, & Head of Sales (AEs)
        
        Create new SFDC status for "engaged", (opt-still checks DNC box in SFDC & Outreach) - status can be purged & reset to recycle after 6 months of no contact. - Avoids DNC issue we have now relating to good contacts.
        
        SDR managers to monitor
        
        "More information"
        
        SFDC to auto-set contacts from attempting, working, etc (not DNC) to Recycle after 60 days of no activity.