1. Info becomes
available or KA prepares Client says
opening letter to send to
becomes client yes
apparent
No response after 10 days,
•Form letters for each send again
team will be on the wiki
to use
•KA’s should review each
No response, adds to
client monthly to track agenda
status
•Upgrade team will
review report weekly to Upgrade team joins KA on
call with client if necessary Client says no
assist KA’s
•Upgrade questions will
be available for KA to Attempts to set
Closes sale
use on wiki– i.e.., sold appt with Steve
more houses, staff
change so they’ll know
which form letter to Get available
send date
Steve closes Steve closes