Explain a process to follow
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Call come into Customer Service, inquiry about clear bones
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Call comes into Jean, inquiry about clear bones
New Customer
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Call comes into Jean from a customer she has done business with for years
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YES
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Jean uncovers production potential, hands to Andy and Ed, if applicable. If not applicable handles process. Andy and Ed can help with follow up if needed.
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YES
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YES
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Call is transferred to Ed or Andy for Sales Discussion - Production Opportunity?
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YES
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NO
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If there is positive production run opportunities - 20-60 based on project. Move to Thom for quote.
Quote forwarded back to Andy and Ed.
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If there is no production opportunity, pass to Jean for a quote. Quote forwarded back to Andy and Ed.
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YES
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YES
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Customer accepts quote processes PO. Thom or Jean notified. Due date defined. Customer contact with Andy and Ed.
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YES
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Once shipped, Ed and Andy follow up with satisfaction, and to see if other opportunities exist.
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Clear Bone Decision Tree process
