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Update SOP: Hail the Lead
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jnywong authored Nov 1, 2024
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13 changes: 7 additions & 6 deletions partnerships/workflow/hub-service.md
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Expand Up @@ -35,22 +35,23 @@ These follow a process of `Lead` --> `Prospect` --> `Partner`.

### SOP: Hail the Lead

A member of the 2i2c Partnerships Team sends an email to [email protected] requesting `Hail the Lead` action for **contact(s) with email addresses**. This message creates an issue in FreshDesk that will be used to track the lead as it progresses through the arc toward a singed partnership agreement. 2i2c's Partnerships Assistant carries out this action sequence:
A member of the 2i2c Partnerships Team sends an email to [email protected] requesting `Hail the Lead` action for **contact(s) with email addresses**. This message creates an issue in FreshDesk that will be used to track the lead as it progresses through the arc toward a singed partnership agreement. 2i2c's Partnerships Assistant carries out this action sequence:


1. Send Canned Response "Hail the Lead" from FreshDesk to contact email(s):
```
Hello!
Thank you for your interest in learning more about 2i2c. Please find a service description with pricing information attached to this email. If you have questions or wish to connect for a conversation, reach out to us by email using [email protected] or [schedule a virtual meeting by clicking here](https://calendly.com/colliand/25-minute-zoom-meeting).
Thank you for your interest in learning more about 2i2c.
If you wish to connect for a conversation, I invite you to [schedule a virtual meeting by clicking here](https://calendly.com/colliand/2i2c-30-minute-zoom-meeting).
Best regards,
2i2c's Partnerships Team
```
2. Change `From` field to `[email protected]`.
3. Add cc: [email protected]
4. Confirm that service description has been automatically attached
5. Confirm canned response includes a meeting invitation with 30 minute Calendly link
1. Change `From` field to `[email protected]`.
1. Add cc: [email protected]
1. Confirm canned response includes a meeting invitation with 30 minute Calendly link

### SOP: Create running notes for the lead

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