CRM Proccess

1. Data

1.1. Tutor

1.1.1. First Name

1.1.2. Last Name

1.1.3. Phone

1.1.4. Email

1.1.5. Status

1.1.6. City

1.1.7. Date Joined

1.1.8. Profile Completion

1.1.9. # of offers

1.1.10. # confirmed matches

1.1.11. # unpaid invoices

1.1.12. Total revenue

1.1.13. email confirmed Y/N

1.1.14. # Diplomas & Certificates

1.1.15. Description

1.1.16. # Subjects

1.1.17. # Recomendations

1.1.18. Photos

1.2. Students

1.2.1. First Name

1.2.2. Last Name

1.2.3. Email

1.2.4. Phone

1.2.5. City

1.2.6. Date Joined

1.2.7. Email confirmed Y/N

1.2.8. # Requests

1.2.9. # Offers

1.2.10. # Confirmed matches

1.2.11. Photos

2. Tutor Rules

2.1. Welcome Call (check email verification)

2.2. email verified + Welcome email

2.3. email verified + No offers after 48 hours / email / send email with the number of available students demands

2.4. email verified + no offers after 1 weeks / send SMS with the number of available students demands

2.5. Email verified + no offers after 2 weeks / call to know why

2.6. offers sent + profile % < 40% / email

2.7. Unconfirmed matche / SMS

2.8. unpaid invoices >0 / call

3. Students Rules

3.1. Welcome email

3.2. Welcome Call (check email verification)

3.3. email verified + no request after 48 hours / SMS with whatsapp invite

3.4. request posted + no profile photo / email

3.5. Requested posted + offers > 3 +no choice / call

3.6. Match confirmed + 24 hours after first session / feeback request email