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Prospect leads acquisition:champagne: (Adhoc (ADMIN (Quote (product linesā¦
Prospect leads acquisition:champagne:
Contract
large retailers
identification
website, linked in, social media
research
product lines and potential products / services eligible for
Research
Phone call qualifier
book follow up into Hubspot
name of person, company profile, product profile, stores, locations, buyer details, email, phone, address,
complete lead acquisition template
acquisition of details
pipeline planning
Adhoc
Website
design
upadate
content
costs
Ebay
helen managing
content
costs
images
Amazon
is the site correct
updates to products? costs
Phone calls in
contact details
identify customer type
brief
pass onto sales
contact details entered into hubspot
ADMIN
contact details gathered
delivery details correct
Brief
brief template completed
Quote
product lines off MRP
Send back to sales contact
check against brief / possible upset?
Order
MRP
product created. (coding needs to be clear)
product lines added
BOM and routing
Invoice
enter to sales ledger
enter into forecast
file invoices, quote, brief
Short term sales.
(small scale contract production clients)
Existing client book
go to pipeline planning above
Acquisition of new clients
Identify
social media.
google
linked in
upsetting existing wholesale clients
acquire details
pipeline planning
Phone call
qualifier? sales call?
Email
direct or sequence
Follow up
when / who
Sales potential reporting
Qty potential
spend potential
repeat business potential
Enter into forecast
ADMIN
contact details gathered
delivery details correct
Brief
brief template completed
Quote
product lines off MRP
Send back to sales contact
check against brief / possible upset?
Order
MRP
product created. (coding needs to be clear)
product lines added
BOM and routing
Invoice
enter to sales ledger
enter into forecast
file invoices, quote, brief
Other funds in
retail /
candle courses /
branding training