1. Pre-Qualification
1.1. New/Initial Contact: The lead has been nurtured by the DA and has requested a further conversation.
1.1.1. ACTION ITEM: BD reaches out for the pre-qualification conversation. Based on the outcome, the lead status is updated.
1.1.1.1. Connected - Reports Requested
1.1.1.2. ACTION ITEM: Reports are received and BD makes a qualification decision.
1.1.1.2.1. Greenlight: Dr. V Qualified
1.1.1.2.2. Follow-Up / Future Lead
1.1.1.2.3. Doctor Recruitment
1.1.1.2.4. Non-Actionable
1.1.1.3. Never Responded
1.1.1.3.1. AUTOMATION: After 90 days, the lead is reassigned to a different BD team member.
2. Greenlight
2.1. Greenlight: Dr. V Qualified
2.1.1. ACTION ITEM: BD does due diligence and makes a second qualification decision.
2.1.1.1. MB2 Qualified: Scorecard Sent
2.1.1.1.1. AUTOMATION: Deal automatically moves from Underwriting to Scorecard.
2.1.1.2. Follow-Up / Future Lead
2.1.1.3. MB2 Declined
3. Scorecard
3.1. MB2 Qualified: Scorecard Sent
3.1.1. ACTION ITEM: Scorecard is sent.
3.1.1.1. Approved: LOI Sent
3.1.1.1.1. AUTOMATION: Deal automatically moves from Scorecard to Letter of Intent.
3.1.1.2. Seller Declined
3.1.1.3. MB2 Declined
4. LOI Sent
4.1. Approved: LOI Sent
4.1.1. ACTION ITEM: LOI is sent.
4.1.1.1. LOI Executed
4.1.1.1.1. AUTOMATION: Deal automatically moves from Letter of Intent to Closing.
4.1.1.2. Seller Declined
4.1.1.3. MB2 Declined
5. LOI Signed
5.1. LOI Executed
5.1.1. Closed
5.1.1.1. AUTOMATION: Deal automatically moves from Closing to Partner.
5.1.2. Seller Declined
5.1.3. MB2 Declined