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LEAD - Coggle Diagram

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      - CRM
    - - DATA
        
        Stage 2
        
        Analysis
        
        PRESENTATION & OFFER
        
        Who we are
        
        What we do
        
        How we can help
        
        DATA
        
        CALL BACK
        
        ACCEPT
        
        Generate Invoice
        
        ONBOARDING
        
        START
        
        1 more item...
        
        GDPR
        
        Client Materials
        
        Client Profile
        
        Accept Payment
        
        Stage 3
        
        Analysis
        
        Discovery Call
        
        Client Goals
        
        Target Market
        
        Client Branch
      - ZOOM