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AIA Workflow

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by

Alexandra Malai

on 5 December 2018

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Transcript of AIA Workflow

AIA Workflow
VALUE FOR BD's & INTUS and CLIENT

Accurate contacts available in Zoho for BD use & marketing outreach
Confidence their certificates will arrive in a timely manner and to their inbox


VALUE FOR INTUS

Less wasted time entering in inaccurate data
VALUE FOR BD's & INTUS

Shows excellent impression, that we are organized & have great customer service
VALUE FOR CLIENT and INTUS

Preventing from showing up to architect offices that aren't ready for the presentation, or firms that double booked
Correct amount of food for their team
Decrease cost by ordering the correct amount of food & eliminating unnecessary data entry
Supporting docs and templates
Attendance Sheet
Request Attendance Sheet and Headcount template
Email Template to Send Certificates
Follow up Email template
AIA Assistant
Anastasia
Training in progress
Starts next week
Has a job background in immigration and law
Bachelor's in Business Administration
Why INTUS?
SharePoint
Business Development
Marketing Materials
Brochures Catalogs and Reference Sheets
Why INTUS

Marketing Material Requests
Keep a stock and monitor levels all marketing materials

No need to expedite shipping
Always be prepared for presentations, meetings, etc.
Updated Marketing Materials List

List for corner and window samples updated for current availability
Other/blank field should only be used for temporary/seasonal items that are no tin the list. For example, One Window, One Tree launch flyers
BD requests Attendance Sheet and headcount
Full transcript