From the list: 1. Biz Development ✔ New Lead Protocol Chris Z. added this on Nov 28, 2022 Completed Sep 22, 2023 by Jenna M. Assigned to Chris Z. Jenna M. Due on Sep 21, 2023 Comments & Events Chris Zelig Ensuring lead goes into GHLIntro email / call book appointment Following up on bookingConfirming appointment / reminderProviding Sales PitchFollow Up Email / Follow up text confirming email Nov 28, 2022 at 6:45 PM Notified 1 person Hector Mota, Operations Manager Chris Are we good to go on this task? Jun 06, 2023 at 6:20 PM Notified 2 people Jenna Maschino, Senior Support Specialist Chris , please find the New Lead SOP here: https://docs.google.com/document/d/1tlIQV7kcgUCBcs6-jZn1z2iT3PE_H2SAh1SPjCGZYUY/edit?usp=sharingWe also use the following doc in our lead acquisition processes: https://docs.google.com/document/d/1H8TB643-MFHU8kUrbG7f736zbil7TnRA88-x26K_cNc/edit?usp=sharingJust let me know if anything else is needed for this task. Thank you! Sep 21, 2023 at 10:41 PM Notified 2 people Jenna Maschino completed this to-do. Sep 22, 2023 at 7:33 PM
Chris Zelig Ensuring lead goes into GHLIntro email / call book appointment Following up on bookingConfirming appointment / reminderProviding Sales PitchFollow Up Email / Follow up text confirming email Nov 28, 2022 at 6:45 PM Notified 1 person
Hector Mota, Operations Manager Chris Are we good to go on this task? Jun 06, 2023 at 6:20 PM Notified 2 people
Jenna Maschino, Senior Support Specialist Chris , please find the New Lead SOP here: https://docs.google.com/document/d/1tlIQV7kcgUCBcs6-jZn1z2iT3PE_H2SAh1SPjCGZYUY/edit?usp=sharingWe also use the following doc in our lead acquisition processes: https://docs.google.com/document/d/1H8TB643-MFHU8kUrbG7f736zbil7TnRA88-x26K_cNc/edit?usp=sharingJust let me know if anything else is needed for this task. Thank you! Sep 21, 2023 at 10:41 PM Notified 2 people
Intro email / call book appointment
Following up on booking
Confirming appointment / reminder
Providing Sales Pitch
Follow Up Email / Follow up text confirming email
Are we good to go on this task?
We also use the following doc in our lead acquisition processes:
https://docs.google.com/document/d/1H8TB643-MFHU8kUrbG7f736zbil7TnRA88-x26K_cNc/edit?usp=sharing
Just let me know if anything else is needed for this task. Thank you!