Lead Qualification and Distribution (Sales Funnel)

   

Qualification Business Rules

• "A" Leads are:
  • active customers OR
  • inactive prior repeat customers OR
  • leads who checked "Call me immediately" OR
  • leads who checked a time frame of "0-3 months" or "4-6 months" OR
  • leads who checked budget process of "approved" or "waiting approval"
• "B" Leads are:
  • inactive prior customers OR
  • leads who checked a time frame of "7-12 months" OR
  • leads who checked budget process of "planning" OR
  • Leads who referred a colleague
• "C" Leads are:
  • all other leads who completed registration
• Incomplete registration leads get an email requesting that they complete the registration process
• Non-responders get re-mailed twice

Distribution Business Rules

• Active customers keep current team assignments
• Leads who checked:
  • Manufacturing, Packaging, or Assembly go to Commercial Production Team
  • Mailroom Operations, General Office Personnel or General Labor, Food Services, Retail, Housekeeping, Janitorial, or Groundskeeping go to Contracting Services Team

Offer Letter Business Rules

• Previous customers get specific text at beginning and close that includes company name
• No first name on file gets [Salutation] [LastName]
• No name on file gets Greetings!

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