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Outbound, Goal, To Do, New Sales & Onboarding & CS process Reveal,…
Outbound
Ideal path - user buys services
SDR
Outreach emails & calls & discoveries
contact Shopify Shops via email/ phone/ LinkedIn through outreach sequences
follow ups
Reveal Install
create deal in hubpsot
transfer the user to the CVO specialist
follow ups until transfer to CVO specialist (at least 10 email follows ups to be send before giving up on the lead)
CVO Specialist
Follow up after Product Tour + Get Review
Upsell CVO services or other based on the finding about the user
Ask a review via email
follow up until you set the call
Onboarding and Setting up Product Tour
If the user has issues with his integration make sure to contact Sorin D. via email/ ticket Jira
Pursue the new user to commit to a product tour to efficiently onboard him
Contact user once he has installed Reveal on his Shop - Time to first contact < 60 min
prepare eCommerce Story presentation if he has at least 1 year of activity or at least 1 mil in revenue.
Verify all new sign-ups (integrity of the integration, potential issues, store size, revenue)
Send offer
verify it with BA and financial
Send offer
create personalized offer
follow up
Transfer to MS
complete client file
participate in kick off call
Account Management
CS remains to help with technical issues
Agency AE serves the client needs related to MS
CVO specialist remains involved in the account management of the client
BA
Product Tour
collect feedback
add it to REVEAL demos folder
record call
CVO Methology and Services Call
CVOS - Prepare the CVO methodology presentation with the user data
BA - conducts the call and presentation of the CVO methodology
Financial + Legal
Contract Signed
verify contract with financial and legal team
verify contract with client
Agency
CS + AE Agency
Less ideal path - Lead remains just as an USER on Reveal
CVO Specialist
Send offer
verify it with BA and financial
Send offer
create personalized offer
follow up
Not interested in CVO services, lead just remains an user
offers support and account management to the user
Follow up after Product Tour + Get Review
Ask a review via email
follow up until you set the call
Upsell CVO services or other based on the finding about the user
CVO Methology and Services Call
CVOS - Prepare the CVO methodology presentation with the user data
BA - conducts the call and presentation of the CVO methodology
Set up Product Tour
Contact user once he has installed Reveal on his Shop - Time to first contact < 60 min
If the user has issues with his integration make sure to contact Sorin D. via email/ ticket Jira
Verify all new sign-ups (integrity of the integration, potential issues, store size, revenue)
Pursue the new user to commit to a product tour to efficiently onboard him
Product Tour
collect feedback
add it to REVEAL demos folder
record call
BA
SDR
Outreach emails & calls
contact Shopify Shops via email/ phone/ LinkedIn through outreach sequences
follow ups
Reveal Install
create deal in hubpsot
transfer the user to the CVO specialist
follow ups until transfer to CVO specialist (at least 10 email follows ups to be send before giving up on the lead)
CS
Goal
To Do
New Sales & Onboarding & CS process Reveal
Goal
To Do
Responsibile
Responsibile