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▷ ▶ Lead procedure SelectSmart.com free How-to flowcharts and decision trees.
A SelectSmart.com Flowchart by harriet69. See harriet69's 4me blog page.
Viewed 106 times. Created January 2014.
This SelectSmart.com How-to flowchart, a free online decision tool is a creation of harriet69 and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
How-toLead procedure
By harriet69
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Procedure for lead correspondence

               
Voice Mail Message from potential lead, gas valve? upgrade? both?
call lead back ASAP.
no answer? leave a message to call you back
no reply after 2 business days? call again.
no reply after 4 days? call again









 
they answer- get info and schedule with Tim. fill out CQF form and put lead in pipe and on spreadsheet.
they answer- get info and schedule with Tim. fill out CQF form and put lead in pipe and on spreadsheet.
they answer- get info and schedule with Tim. fill out CQF form and put lead in pipe and on spreadsheet.
no reply? call with close file message , thank for interest, etc.