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BusinessClear Bone Decision Tree process
By Vashon
Category: Business. Viewed 1614 times. Created October 2013.     Disclaimer.   
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Explain a process to follow

                 
Call come into Customer Service, inquiry about clear bones
Call comes into Jean, inquiry about clear bones New Customer
Call comes into Jean from a customer she has done business with for years
YES
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.
 


YES

YES






 
Call is transferred to Ed or Andy for Sales Discussion - Production Opportunity?
 
 
 


YES


NO





If there is positive production run opportunities - 20-60 based on project. Move to Thom for quote. Quote forwarded back to Andy and Ed.
 
If there is no production opportunity, pass to Jean for a quote. Quote forwarded back to Andy and Ed.
 
 


YES


YES





 
Customer accepts quote processes PO. Thom or Jean notified. Due date defined. Customer contact with Andy and Ed.
 
 
 



YES






 
Once shipped, Ed and Andy follow up with satisfaction, and to see if other opportunities exist.