Please enable JavaScript.
Coggle requires JavaScript to display documents.
Sales Process - Coggle Diagram
Sales Process
Data Collection
Add Lead to CRM
Calling + Scheduling Gmeet
Meeting CTA + Add to calendar
Google Meet Pitch + Presentation
Closing the Client
Mail - After Call Meeting Minutes- asking to fill on-boarding
mail link
Form not filled follow up email (After Call Meeting Minutes- asking to fill on-boarding form) (
https://docs.google.com/document/d/1x8e5KvtvT3bNoX8G0HJXYdtyxu73GHcsC9jkcDu2etg/edit
)
Last call to fill the [form] (
https://docs.google.com/document/d/1fR-TlBPLpBE93nuLaqTwdmhepXz_wjgajphRO7BeZNM/edit
)
Getting them to fill the on-boarding form
Successful on-boarding
Mail for successful on boarding
Link
On-boarding
process
2 more items...
On boarding process mail
If unsuccessful, Lead transferred to be warmed up Via email list
Asking for a scheduled meeting email
Introductory mail
Introductory Follow up email (If Not Opened)