Client Won
- New enquiry submitted
- New enquiry added to 'Open Leads' and sent a welcome email requesting further information
- New enquiry will provide additional details and liaise with the bookings team to arrange an introductory session
- The bookings team will email booking confirmation, attaching the cancellation policy, and the Franchisee's email address
- Franchisees to reach out to new enquiries using the 'Welcome Guide' template
Client Lost
1. New enquiry submitted
2. New enquiry added to 'Open Leads' and sent a welcome email requesting further information
3. Follow-up call if the new enquiry hasn't responded within 2 days
4. If there is no answer, a Follow-Up email is sent
5. If there is still no contact after 5 days, step 3 and 4 is repeated
6. If there is still no contact after 7 days, an 'Lost' email is sent