Sales Plan
by Kristiina Keerov
1. Approaching a NEW customer
1.1. 1. Create an account
1.2. 2. Call a new customer
1.2.1. Interested
1.2.1.1. Same day: Send "newA" details with e-mail
1.2.1.1.1. 7 days later: Check if the user logged in
1.2.2. Not interested
1.2.2.1. Same day: Send "newB" details with e-mail
1.2.2.1.1. 7 days later: Check if the user logged in
2. Approaching an EX customer
2.1. 2. Check the background information for leaving
2.2. 1. Check if account exists
2.2.1. 1. If account active, update the data there
2.2.2. 2. If account inactive, create account for them