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PTL 4.3 Build Details


Goal:

• To obtain information about a project through its various contacts. This helps us to manage the project and contacts better, and to determine whether we want to pursue the project past this initial phase.

Outline:

PTL 4.0 Gather Contact Data Details
          4.1 Contact Communications
                        4.1.1 Phone Call
                        4.1.2 Send Marketing Material
                        4.1.3 Request Information
          4.2 Contact Follow Up
                        4.2.1 Phone Call Follow Up
                        4.2.2 Marketing Material Follow Up

          4.3 Build Details
          4.4 Pre Associate ID
          4.5 Contact Potential

Details:

Intent:
    Gather and organize information into specific categories to better manage contacts. By building details on contacts over time we can associate different kinds of agendas to different kinds of contacts. We need to have certain common elements about every contact. Each common element will have menus that will associate people’s personal lives (children, wife, hobbies, business associates, skill set or occupation). The idea is to break down the details of a contact and build them out as something we can task or require specifically. Notes should be considered important and linked with the common element menus.

Benefit:
    Collecting information under one file structure from a variety of sources will give a unique perspective to each contact allowing our staff to cater our services to their preferences.

Definition
    Collect, categorize, and display information about a contact. Categories will consist of several points at a minimum. They will include personal information (friends, family, etc.), hobby's and activities (golf, boating, etc.), past projects (status active, old jobs, bids, no bid), internal relationships (got along well with certain employee's), referrals, colleges, and most importantly, occupational skill set.