1. Content Engineering
1.1. Segmentation Rules
1.2. Time Frame Rules
1.3. Key Content
2. Negative / Inactive Buckets / Rectivating Duplicate Leads
3. Modes are
3.1. Emails
3.2. SMS
3.3. Voice Based SMS
3.4. Portal Notifications
3.5. Mode Based Life Cycle Management
3.5.1. Portal
3.5.1.1. Automated
3.5.1.1.1. Trigger
3.5.1.1.2. Nurturing
3.5.2. Referral
3.5.2.1. Automated
3.5.2.1.1. Trigger
3.5.2.1.2. Nurturing
3.5.2.1.3. Customized Scheduling
3.5.3. bot
3.5.3.1. Automated
3.5.3.1.1. Trigger
3.5.3.1.2. Nurturing
4. Types of Communication
4.1. Automated
4.1.1. Triggers
4.1.2. Actionable Alerts
4.1.3. Nurturing
4.1.3.1. Educative Process Led
4.1.3.2. Tips on Borrowing Responsibly
4.2. Customized Scheduling
4.2.1. Specific Promotions for Live Cases or Customers
4.2.2. Sanction not Disbursed Emailers
4.2.3. Blog Release
5. Post Disbursement Management
5.1. Automated
5.1.1. Trigger
5.1.1.1. Welcome Emailer/Disbursement Intimation, amort chart, EMI start intimation, EMI reminders, bounce intimation, Change in base rate, change in EMI date, letter for partpayment - prepayment, change in loam tenure, loan outstanding initimation, interest provision certificate, increase in emi amount, loan closure
5.1.2. Nurturing
5.1.2.1. Repayment FAQ's, Importance of Cibil, Referral, Ace Pack,
5.1.3. Customized Scheduling
5.1.3.1. Customer grievance
6. Lead to Disbursement
6.1. Pre- Prospect
6.1.1. Automated
6.1.1.1. Triggers
6.1.1.1.1. Lead Created
6.1.1.1.2. Bad call
6.1.1.1.3. Lead Closed (INERT)
6.2. Prospect - Before Willing to apply
6.2.1. Automated
6.2.1.1. Call Centre
6.2.1.1.1. Time Line
6.2.2. Nurturing
6.2.2.1. Did you know how finances can secure your dream college
6.2.2.2. CEM
6.2.2.2.1. Timeline
6.3. After Willing to Apply to Applying
6.3.1. Automated
6.3.1.1. Triggers
6.3.1.1.1. When customer is Tagged as Willing to Apply
6.3.1.2. Actionable Alerts
6.3.1.2.1. Full Document Submission
6.3.1.2.2. Partial Document Submission
6.3.1.3. Nurturing
6.3.1.3.1. Full Document Submission
6.3.1.3.2. Why Choose Auxilo as your Student Loan Partner
6.3.1.3.3. Partial Document Submission
6.4. Case Logged In
6.4.1. Automated
6.4.1.1. Triggers
6.4.1.1.1. Triggered on Login Confirmation
6.4.1.1.2. Processing Fee Payment Received Alert - Full / Partial
6.5. Case Sanctioned
6.5.1. Automated
6.5.1.1. Triggers
6.5.1.1.1. Triggered on Sanction Recommendation
6.5.1.1.2. Triggered on Final Sanction after Customer Acceptance
6.5.1.1.3. Processing Fee Payment Received Alert - Full / Partial
6.5.1.2. Actionable Alerts
6.5.1.2.1. Processing Fee Payment Alert
6.5.1.2.2. Admission Confirmation Alert
6.5.1.2.3. Visa Confirmation Alert
6.5.1.3. Nurturing
6.5.1.3.1. Time Frame TBD
6.5.1.3.2. Content TBD
6.5.2. Customized Scheduling
6.5.2.1. Specific Promotions for Live Cases or Customers
6.5.2.2. Sanction not Disbursed Emailers
6.5.2.3. Blog Release
6.6. Case Disbursed
6.6.1. Automated
6.6.1.1. Triggers
6.6.1.1.1. When case is Disbursed
6.6.1.1.2. Welcome Kit
6.6.1.1.3. Payment / EMI Received
6.6.1.2. Actionable Alerts
6.6.1.2.1. Feedback / CSAT Collection
6.6.1.2.2. Portal User ID and Info
6.6.1.2.3. EMI Due
6.6.1.2.4. Post Disbursement Pendency
6.6.1.3. Nurturing
6.6.1.3.1. Welcome to the Referral Program
6.6.1.3.2. Why making payments on time boosts your credit score - Repayment Based
6.6.1.3.3. Anniversarry / Birthday Wishes
6.6.2. Customized Scheduling
6.6.2.1. Blog Release
6.6.2.2. Trend / Season based Referral Program
6.7. Future Prospect
6.7.1. Automated
6.7.1.1. Triggers
6.7.1.1.1. When identified as a Future Prospect
6.7.1.2. Nurturing
6.7.1.2.1. One Month after being tagged as Future Prospect
6.7.1.2.2. Every subsequent 30 days
6.7.1.2.3. 2 Weeks before next Follow up Date