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SALES ADMIN - Coggle Diagram

- - - - IF APROPOS share charity contact
- - - - opt in - add to quote
      - think about it
      - nope
- - - - 1-week retry with voicemail, text, and email follow up
        
        if no response, LOST
    - - good interest
        
        go to book test drive
        
        more info/research required: brochure sent, Matt sends Turn 2 Us - Grant eligibility, they research own funding
        
        'contacted' with % likelihood of completing
        
        go to book test drive
        
        LOST
        
        funding situation
        
        ATW guide
        
        schedule call following test drive with alex for application support
      - no interest
        
        LOST
- - - - over 2 weeks - build is delayed, with chase at 4 week mark
    - - ONSITE: T&Cs on Matt's iPad (read-only) no signature. 'By paying the deposit you agree to...' - hard copy sent with invoice
        
        Matt sends quote and T&C hard copy by email
        
        thanks for your order, confirm 10 weeks, we'll be in touch to arrange delivery/next payment
        
        4 weeks after deposit of 50% completed - remainder due. Matt will call and/or email
        
        Matt checks in w/ Scott as to ETA of chair - update customer if needed
        
        2 weeks prior - courtesy call
        
        1 more item...
        
        VAT exemption form sent!!
      - IF SERVICE PLAN ORDERED - Service Plan Document - Terms & Order signature for plan
        
        upload to Drive & Active Users Board