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Account Manager Flowchart
Customer puts in quote. If a phone number is provided the quote is forwarded to an Account Manager and logged into HubSpot
Customer
*** Timelines and frequences are a "general rule of thumb" and subject to change at Account Managers discretion ***
30 Days after order
Call and follow up on Quote inquiry
Hub Spot
Thank you Email
2 Months later
TB1
If order gets put in without a phone number get email from Shopify to start communications
1st Inquiry
3 Months later
TB2
LOGGED INTO HUBSPOT
3 Months later
If Customer decides to order it is put into Shopify, if not follow up one more time.
Shopify
TB2.5
1 year after order
End
TB3