The video describes possible customer onboarding flow that covers all steps starting from initial inquiry to the on-site work and welcome email.
Adding a new client to CRM
- Self-sign-up form or add a new lead manually.
- First contact with the client;
- Site survey;
- Send a quote and further offer acceptance.
Job planning and customer connection
- Internal ticket for a planner;
- Schedule a new installation;
- Contact customer to inform the installation date.
- Customer conversion and activation;
- Equipment allocation;
- The installation and on-site work;
- Welcome email and portal access.
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