Please enable JavaScript.
Coggle requires JavaScript to display documents.
Frog3D - Coggle Diagram
Frog3D
Deal Stages
New Inbound Lead - Contact ASAP
Discovery Call Booked
Presentation Scheduled
Presentation Complete
Contract Requested
Email Danielle the Proposal Link with a request to get the SLA drafted and sent.
Thnak you for your time, wanted to make myself available to you once agian. Direct Contact Information. + Next Steps if you want to proceed (SLA + Booking the onboarding meeting)
Ahead of our next conversation - Ask Question, Ask Question, Ask Question
Share past success stories and Accredidations ("My team asked me which of our case studies we should include in the package being prepared, and I figured
Request for more information or request to run the site audit?
Sales Agent Introduction Email
How to get into a Google Meet
Phone Call + Email Sequence
Introduce 'Scheduler' + Try to Book Initial Lead-Capture Call
Delayed
"Delayed Until Date"
Enroll in Short Term General Follow-up
Check in and see how things are going now that some time has passed
+90 Days
I was chatting with an organization that was similar to yours, and it prompted me to want to check in and see how you've been progressing towards acheiving your goals.
Closed Won
Closed Lost
Subscribe to Mailing List
Enroll in Closed-Lost, Long-Term Follow-up
Wait 10 Months
Based on Closed Lost Reason
Closed Lost - Long Term Follow-Up
Closed Referred to Partner
+5 days
Just wanted to check in and be sure that you managed to get in touch with CONSULTANT
+4 weeks
How are you and your organization doing? Did our referral to CONSULTANT Help? Naturally, our goal here at CAYK is to help others acheive their goals by working with the best possible provider for their needs. In this vein, I wanted to confirm if you had any feedback or opportiunities to improve your experience, and otherwise confirm if CONSILTANT was a good referral for your business?
+11 Months
It's been a whole year since we first connected, I would love to learn how things are going for you and your business? How are you?
Downloads Quantity
One
Intro Email + File + Use Custom Properties
Primary Custom Properties
Primary Feature One
Primary Use-Case One
Primary Feature Two
Primary Use-Case Two
Primary Related "Solutions" Sentence
Primary File Name
Primary Product Type
Primary Product Name
Two
Intro Email + File + Use Custom Properties
Secondary Custom Properties
Secondary Feature One
Secondary Feature Two
Secondary Product Type
Secondary Use-Case One
Secondary Product Name
Secondary Use-Case Two
Secondary File Name
Secondary Related "Solutions" Sentence
Three
Intro Email + File + Use Specific Multiple Products Workflow