<aside> 💡 Project overview: Owner: @Linh La Contributors: @Hieu Le @Thang Pham
Date started: September 7, 2021 Date completed: September 16, 2021

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🍁 Role definition

Customers those who only partially filled or completed the OBT forms on the Zenyum website are qualified as Leads. Per Lead, a PC has to perform a few more actions (e.g. call to obtain photos) before it can be converted into an Opportunity.

Description:

Prospecting Champion ("PC") is responsible to convert Leads to Opportunities. Their key task is to

• Contact Leads who have not submitted pre-assessment pictures and get the pictures from the customers;
• Contact Opps whose pictures need resubmitting before pre-assessment by internal doctors; and
• Be in charge of "Pending sales" cases in September and October to see how effective it is, as compared to CS's performance in the past.

Objectives: PC not only plays an important role in developing the Opportunity base for the company but also contributes to the improvement of conversion rate by providing better quality sales pipelines. As the first representative reaching out to customers, PC will help customers be aware of and curious to learn more about our product. The acceptance to provide pictures for pre-assessment is a signal of higher customer interest which can lead to greater sales.

🍁 Key KPI and target

• Target
• KPI

PC KPI and Target

🍁 SOP - Working process

🍃 Distribution of New lead in Queue ****

<aside> 🔑 Definition of New leads in Queue: are unassigned Leads, which will be distributed to PC via Omni-Channel.

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How to receive new Leads from Omni-Channel: Refer to the SOP - Link

🍃 Distribution of current lead backlog (aka. WIP and Unqualified Lead)

<aside> 🔑 Definition of Current lead backlog The current lead backlogs include: 🌱 Work in progress (WIP) Leads: are leads being stayed in New/Call back later/Waiting for pictures stages which have not been qualified to Opportunities due to the lack of pre-assessment pictures. These leads are under the ownership of CS before 06 September 2021 and need reallocating to PC for further nurturing and converting to opportunities. 🌱 Unqualified Lead

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