r Definitions:MODULES:Acnts/Clients - Client accountsDeals - leads that have beenResult of ContactsReq'd Quote - requested quote. if wi/o mtg, means willing to sign over phoneContactTypeLead 1-most qualified leadLead 2 - most common leadAll leads, send to drip, newsletter list1ST CONTACT schedule call, email, tx for a week, 1 day apartemail first (immediately after addingtext 2nd 1 day aftercall, third dayAdd task (as notification) update Result of Contact field in blue print; after 3rd pt of contact (call), not from first email bc need that reminder to show up when you can stop the series if need be so emails and task don't continue, but if it comes too early at first email, then youd have to get rid of it and it won't be thee next time when needed (If lead status is first contact and Result of contactfor 2-4 are empty)Requestd quote (means willing to buy over phone)in blue printIf lead status is first contact and Resultofcontact fields for 1st - 4th contact are emptypush crm data into QB name,email,company name using webhooks/automation or trigger (adding contact when I create new deal)add task to create a quote for client IN QBOCreate deal, deal status is prequalified(do not convert lead unless it's closed won or junk)send total of qb quote into deal in zoho w deal status being sent quote, not price/quotecreate quote for everyone requesting pricingRequested mtgIf lead status is first contact and Result ofcontactfor 1-4 are emptywhat's new lead statusnotify to add mtg to cal and create deal deal status is prequalified) in blue print-do not convert lead unless it's closed won or junk-push crm data into QB name,email,company name using webhooks/automation or trigger (adding contact when I create new deal)add task to create a quote for client IN QBOCreate deal, deal status is prequalified(do not convert lead unless it's closed won or junk)send total of qb quote into deal in zoho w deal status being prequalified, not price/quotecreate quote for everyone requesting pricingsigned up (we get on a call/meeting and they signup rightaway) (lead contact triggers in crm, move to qb to quote,receive pmt)If lead status is first contact and Resultofcontact fields for 1st - 4th contact are emptymanual Update result of contact 1 to signedup,autochange lead status to won paidmanual or auto convertto deal, deal status as won paid, contacttype as leadpush crm data into QB name,email,company name using webhooks/automation or trigger (adding contact when I create new deal) (add task to create a quote for client inQBO)quote them in qb, convert to invoice, collect payment, savesend total of qb quote to update deal in zoho w deal amount, update contact type as clientit will be auto moved to client or acnt module by system, update contact type as clientWaiting/unsure (lead status would still be first contact, but result of contact field will be )add mandatory note in blue print to note what the wait is.update LS to 2nd contactupdate next contact date to a weekleft msgupdate lead status is 2nd contact,update next contact date call in 3 days)happy w CPA,drip happy w cpanext call date 6mosTry -Later,next call date 1monot interestedNot ideal client - junk2ND CONTACTqualification: if lead status is 7 first contact and result of 1st contact field is already 3,4,5Add task (as notification) update Result of Contact field in blue print; after 3rd pt of contact (call),result of 2nd contact field:requested mtg(notify to add mtg to cal and create deal or -do not convert lead unless it's closed won- or junk deal status is prequalified)outside of blue printsigned up (change lead status to signed up, create or convert to deal, label as closed move to client or acnt module series) (if lead status is signed up, autocreate deal, and deal stage is closed won)Waiting/unsure (lead status would be second contact, but result of 2nd contact field will be 3 )if result of first contact is actingunsure or Waiting on something, schedule for a month otherwise update LS to 3rd contactupdate next call date field to a weekleave msgupdate lead status to 3rd contact, even if result of first contact is 3 or 4next contact call in 7 days)happy w CPA, dripnot at this time, dripNot ideal client junk3RD CONTACTqualification: if lead status is 2nd contact and result of 2nd contact field is 3,4,5result of 3rd contact field:requested mtg(notify to add mtg to cal and create deal or -do not convert lead unless it's closed won- or junk deal status is prequalified)outside of blue printsigned up (change lead status to signed up, create or convert to deal, label as closedmove to client or acnt module series) (if lead status is signed up, autocreate deal, and deal stage is closed won)Needs another call (lead status would be second contact, but result of 2nd contact field will be 3 )if result of first and 2nd contact is acting unsure or Waiting on something, schedule for a month otherwise update LS to 4th contactupdate next call date field to a weekacting unsure schedule task for new call for a week)if result of first contact is acting nsure, schedule for a month otherwise a weekleave msgupdate lead status to 3rd contact, even if result of first contact is 3 or 4next contact call in 7 days)happy w CPA, dripnot at this time, dripNot ideal client junkif Result of Contact field updates to 3 or 4, schedule call,email,tx for 2 week, 1 day apartif Result of contact field updates to 5, next contact date new call in 7 days4th CONTACTqualification: if lead status is 3rd contact and result of contact field is already 3,4,5if result of contact updates to 345, update lead status to dripMEETING SCHEDULEDqualification: lead status field is meetg scheduled or requested mtg if scheduled call to.DRIPqualification if reason of contact field is 5 or lead status is drip (this means need to update ONLY 1, either RoC 5 or LS drip, not bothif Result of Contact field is 5 AND Reason field is try later is time, and LS is not dripautoupdate lead sttus to dripauto update next contact date field to 60,also send to drip list try Laterif Result of contact field is 5not interested and Reason field is happy w CPA,autoupdate lead sttus to dripauto update next contact date field to 365,also send to drip list happy w cpa; send to drip (every 2 monthsif Result of contact field is 5not interested and Reason field is in-ideal client, update lead status to junk leadSIGNED UPTransitions - where the work get done (vs stage where no work is done)initial cotnacttsigned updripmeetingquote
