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Operations - Coggle Diagram
Operations
Sales team meet Agenda
General Chat - well being Check in
Review Goals
Review Sales Activity
Concerns/ Queries?
Specific Points to discuss
Sucesses to celebrate
Action Points moving forward & new deadlines
Procurement management
Purchase order
Convert to bill
Inventory management
Recording Payments
Proposal and Quotes Process
Data Collection & Site visit
Online
Roof Pictures in four different directions
Electricity bill copies
Requirement details
Rough sketch of the roof
GPS location details via whatsapp
Simulation & System sizing, and Technology selection
Cost Estimation
Cost Benefit Analysis
Project Management
Make use of Gantt chart templete
Project Expense recording
Project time tracking
HR
Recruitment
Defining job role and responsibilities
Interview and Recruit
Employee onboarding
Issue Joining or Appointment letter and get it signed
Collect kye details
Create email id
Create zoho account based on job role
Train them on Job role and responsibilities
After sales relationship
Sending Monthly savings data
Lead managment
Zoho CRM
Make a flow
Create deals