Quote, sell, service, renew: the whole customer story
Process map by Brian. 14 steps, 1 layer. Tags: business, sales, service, combined.
- The customer: Needs something
- Sales: First I quote
- Sales: Then I sell
- Sales: Paperwork
- Customer success: Get them started
- Service team: Then I service: any issue?
- Service team: Needs a technician on site?
- Service team: Dispatch a field visit
- Service team: Fixed for good?
- Customer success: Renewal time: renew the subscription
- The customer: Renews?
- Sales: Expand: offer something new
- Customer success: Learn why and win them back later
- Service team: Handle the support ticket