[Marketing Sales Board]
Step 1. Sales Associate reaches out to the lead
Step 2. Sales Associate generates interest in our services and briefly discusses next steps.
[Ticket created: Processing Stage]
[Update: Freshdesk]
[Move To: Marketing]
[Update: Ticket Overview]
Step 4. Sales Associate sends an estimate to Customer and has their first call
How meeting will run:
- Sales Associate will go over the different marketing services and pricing on the estimate
- Describe next steps (Sign Contracts, Send Form)
- Send Contract after meeting
- Schedule meeting with himself and Marketing Associate
Step 5. Sales Associate fills out form
[Update: Freshdesk]