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4.4 Pre Associate ID


Goal:

• To set up a project as early as possible, allowing a place to put information for anyone active in the pursuit of the project

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:
    Be able to detect a project early and have a relationship which we internally could associate all other contacts for a specific purpose. This is an association of not contact-to-contact an example would be referrals or friends with an association of contact to project ID; which number began the process of who does what in the project. This early detection allows us to begin collecting information and pursuing a project much earlier in the process rather than waiting until we actual know where or who has the project.

Benefit:
    It allows us to build a file structure by which we can all pivot from. It also allows us to interact with the customer with a single intelligence based on the project folder.

Definition
    A way of gathering info on contact, products, and stones for a specific purpose. Project ID allows you to associate multiple contacts to a single objective. A project might be classified as a relationship that is on going or just a single, specific revenue-generating project. An ID is assigned early on in the process without the requirements of an address or location and serves as a form of file structure, or home, for the information to make all other collations.