Please enable JavaScript.

Coggle requires JavaScript to display documents.

Events, Lead, Resource Download/Blog readers, Self booked Meeting, Sends…

- - - - Move to SQL(S3) If meeting happened and qualified by sales
        
        Not good fit
        Closed Sales Disqualified
        
        S3: Initial Stage
        S4: Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
      - Meeting not setup
        Closed Unqualified
- - - - Move to S3 If meeting happened and qualified by sales
        
        Not good fit
        Closed Sales Disqualified
        
        S3: Initial Stage
        S4:Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
      - 1k to 3k US/Canada
        SDRs will chase and setup a meeting
        MQL(M2)
        
        Meeting not setup
        Closed Unqualified
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4: Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4: Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
- - - - No show
        Move back to Leads(L1)
        Reschedule meeting
        
        Call 1 with Voicemail and Email 1
        3 days apart Call 2
        3 days apart Call 3
        3 days apart Call 4 with Voice mail and final email
        
        No response
        Closed Unqualified
- - - - Call 1 with Voicemail and Email 1
        3 days apart Call 2
        3 days apart Call 3
        3 days apart Call 4 with Voice mail and final email
        
        No response
        Closed Unqualified
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4: Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4:Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
    - - Meeting not setup
        Closed Unqualified
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4:Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
    - - Meeting not setup
        Closed Unqualified
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4:Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4:Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3
- - - - Not good fit
        Closed Sales Disqualified
      - S3: Initial Stage
        S4:Met the right person
        S5: Intent to buy, Entered POV, Pricubg Discussion Done
        S6: Verbally agree to buy
        S7: Paperwork done
        Sales team can disqualify lead at S3.
        Must be closed lost after S3