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@@ -35,22 +35,23 @@ These follow a process of `Lead` --> `Prospect` --> `Partner`. | |
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### SOP: Hail the Lead | ||
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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: | ||
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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 | ||
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### SOP: Create running notes for the lead | ||
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