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Onboarding New Customer


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Responsible Ruby Fernandez
Last Update 09/05/2025
Completion Time 1 hour 35 minutes
Members 2
Sales Intermediate
    • Onboarding New Customer(Guide)
    • (1)Customer complete the form
    • (2)CSR Process Helpdesk Ticket within One hour
    • (3)How to Verify if Funeral home or not?
    • (4)How to Create account in GHL and how to tag it?
    • (5)Welcome Email
    • (6)One day later, call customer and learn about their needs.(Internal)
    • (7)Email urn Store and Proven Process
    • Sales Call Follow-Up – One Week Later
    • Product Highlights
    • UPD Urn Store
    • Fingerprint Jewelry
    • Promotions & Discounts
    • Sales Conversation Prompts
    • Speed & Simplicity
    • Establishing Trust
    • Closing the Call with Action
    • (8)Email Reliable Restock - 3 days Later
    • (9)Email Custom Catalog - 7 Days Later
    • (10)One Day Later, We will call them and ask if they want custom catalogs or reliable restock
    • (11)Call them back 60 days later(Internal Ticket will be created)