Please enable JavaScript.
Coggle requires JavaScript to display documents.
Lead Generation, Finance, if self-serve, if managed services, if macro, if…
Lead Generation
Lead Qualification
Sales / Requirement Gathering
Pooling
check for sample in wobb discovery
create campaign on Wobb platform
3, initiate pooling request
Sampling
check for sample in sampling sheet
check for sample in wobb discovery
initiate pooling request
Client onboarding
First Campaign Demo
Client Success Manager
Finance
Account Management & Delivery
Brief KT with Dept Lead + AM
Setup
AM@wobb.ai
channel
Upsell / Feedback
Feedback post campaign
Speak with AM for upsell / long-term opp
Speak to client keeping AM in loop
if self-serve
if managed services
if macro
if barter/micro
If converted
Payment done
Campaign done
Submit project summary
Create campaign on Wobb
Add completion due date