✔ OffPrem - Follow up Plan
Completed by Chris Z.
- Assigned to
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Chris Z.
Isaac K.
Ryan B.
- Notes
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- Can Offprem Set up Blackthorn.io (how long would it take to integrate with a workflow)
- Proper SF Flow - making it easy to convert contacts> leads> opportunities> deals
- Dashboard #of leads, source of leads, # leads based on treatment type, how many booked, how many converted, % booked sales rep, revenue by individual, revenue by source, revenue by treatment, location, revenue by new customer existing customer
- Tool or Flow - take leads with certain criteria and push them into nurture campaigns or into the dialer
- Import - how would import sales previous sales data from Mindbody
Comments & Events
Chris Zelig completed this to-do.