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Start, Scope of Work, Commercials, Timeline, Liability Limitations, Terms…
Start
Customer Query
Lead validation
Partner &
Contractor Assigned
Re-assign
Customer
Assessment
Close
Site Verification
Estimate Approval
Agreement Approval
Work at Site Begins
Site Work Progress
and Validation
Customer
CMDI / CE
Technical
Services
Site Execution
Completed
Customer Service
1 more item...
Redo
Re-assess
Scope of Work
Commercials
Timeline
Liability Limitations
Terms of work
Payment Schedule
Testimonials
Service Rating
Final Site images &
Work Certificate
No
Yes
Customer Onboarding
Customer Acquisition
No
Customer Success
Customer Retention
& Growth
Sub Processes
Critical Process
CMDI / CE
PARTNER & CONTRACTOR
PROCESS OWNER
CMDI / CE
Credential
checks
Resource
Alignment
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
No
Yes
No
Yes
Yes
No