[Marketing Sales Board]

Step 1. Sales Associate reaches out to the lead

Step 2. Sales Associate generates interest in our services and briefly discusses next steps.

[Ticket created: Processing Stage]

[Update: Freshdesk]

[Move To: Marketing]

[Update: Ticket Overview]

Step 4. Sales Associate sends an estimate to Customer and has their first call

    How meeting will run:

  1. Sales Associate will go over the different marketing services and pricing on the estimate
  2. Describe next steps (Sign Contracts, Send Form)
  3. Send Contract after meeting
  4. Schedule meeting with himself and Marketing Associate

Step 5. Sales Associate fills out form

[Update: Freshdesk]