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Clowork, Leads Vs Source - Coggle Diagram
Clowork
Marketing
Lead Capture automation
Lead Assignment (If Required)
Lead Nurturing - Activity based > Blueprint (in CRM)
Connect to client > educate on important of blueprint
Lead Nurturing - Engagement/Promotional (in Z Campaigns)
Educate
Ask client to suggest 2 personas/filter
Execute 1 or 2 lists
Demo
Self-handle
Lead Prioritization
Lead Segmentation
Lead Scoping
KPI'S
Dashboards
Homepage
Reports
weekly
Monthly
Daily
Sales (deals)
Deal Nurturing/Alternative name high-level blueprint
Deal Prioritization
Deal Segmentation
Deal Scoring
Deal Assignment (If required)
Deal Nurturing with Zoho Campaigns
Zoho Books Integration
Accounts, Contacts, Deals Mapping & Segregate fields/filed types properly
Finance
Books
Subcriptions
Customer Support
Leads Vs Source