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Leads, BA (Product Tour, CVO Methology and Services Call, Contract Signed)…
Leads
SDR
Transfer lead to CVO
CVO Specialist
Onboarding and Setting up Product Tour
Follow up after Product Tour + Get Review
Send offer
Reveal Installs
SDR
Reveal Install
BA
Product Tour
CVO Methology and Services Call
Contract Signed
Agency
Transfer to MS
CS + AE Agency
Account Management
Financial + Legal
Ideal path - user buys services
Less ideal path - Lead remains just as an USER on Reveal