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▷ ▶ Client Lead SelectSmart.com free Business flowcharts and decision trees.
A SelectSmart.com Flowchart by orit. See orit's 4me blog page.
Viewed 494 times. Created November 2013.
This SelectSmart.com Business flowchart, a free online decision tool is a creation of orit and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
BusinessClient Lead
By orit
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Process of receiving a lead.

       
Receive Lead
YES
Call Lead within 5 hours!
YES
If no answer, write an email
YES
Follow up with a phone call.
YES
Confirm with client what treatment.









Call Doctor/Hospital to confirm treatment
YES
If client requests Skype meeting with Dr, arrange.
YES
Confirm payment amount and date availability with Dr.
YES
Confirm payment amount and date availability with client.
If client agrees, discuss payment options, e.g. bank transfer.









If client wants to think about it, call back in two days.
YES
Two days later, if client agrees, confirm bank details by email.
YES
Confirm details with client, e.g. flight options, hotel options, pickup info.
YES
Make hotel, flight, and pick-up arrangements. e.g. Confirm with Case Manager to be at the airport.
YES
Send info of flight, hotel, and pick up arrangements to client.









Client is picked up at airport and taken to the hotel or doctor, depending on timing.
YES
Case Manager stays with client and escorts client back to the hotel or wherever needed. Total Concierge service.
YES
Client has treatment. Keep in touch with Dr, client's companion.
YES
Client finishes treatment, take to hotel and keep in touch with client. Arrange pickup for return flight.
YES
Call client on his day of return to home to see that everything is ok









Keep in touch with client weekly for the first month and then once a month letter. Remember holidays, birthdays, etc.