Customer Acquisition Seminar

Agenda Customer Acquisition

Shopper Marketing Journey Stages Template
Touchpoint Diagram Template

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Create Process

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Create App

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Create new form

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Create Wiki

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Invite a vendor to marketplace

Vendor name: * Company name: * Company Email: *

Employee learning path

Select employee: * Add user

Job title: *

Educational Background: *

Skills: *

Goals: *

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Create AI Agent

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Select product: * Add product Product description: AI Agent Purpose: * Target group: *

Prompt:*

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Create contract

Contract title: * Contract type: * Version: * Language: *

Create deal

Title: * Sourcing Channel: * Select Product/Service: * Company name: * Select customer: * Phone: Pipeline: * Add Pipeline Stage: * Amount: Expected Close Date:

Send automatic reminder

Select reminder template: Create template First reminder date:

Possibility to win the deal: (Percentage %) Responsible user: (Optional)

Add Questionnaire

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Recommendation Questionnaire Options

Add internal service

Product number: * Product type: * Category: * Add category Product title: * Price: Product Description: * Description: Images: Recommendation: *

Add Buyer Persona

Persona Type:* Buyer Name:* Template Category

Add Link

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