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Sources of Potential Prospects, Contact, Qualify Lead, Post delivery of…
Sources of Potential Prospects
Emails
Telephone
Website
Other
Marketing Team
Fill Internal form to register
opportunity along with the source
Unqualified Leads
Out
Qualified Lead
Prospect
Respond/Reply
Closed Lost
Fill internal form to
list why deal won/lost
Keep them updated with Stickman services with regular email and newsletters etc
Closed Won
Send deal with E-signature approval etc
Signed
Internal review form to customer/client
Incase 3 Stars or less
1 more item...
Incase 4 stars or more
1 more item...
Not Signed
Reminder to sales/delivery team
to send follow up if deal not signed within 2 weeks
Not Respond/Reply
Follow-up/Reminder to be set up for x days
Contact
Qualify Lead
Post delivery
of product/service