PROBLEM

We need someone to design an inbound lead process and dashboard so we can better track whether our leads are being followed up on

SOLUTION

Project Brief

The objective of this project is to design an inbound lead process and dashboard that will help the client track and manage their leads effectively. This will allow them to identify which leads are being followed up on, which leads are not, and take action to improve the overall lead generation and follow-up process.

Scope

  1. Research and analysis of the client's current lead generation and follow-up process
  2. Design and development of an inbound lead process that is tailored to the client's specific needs and goals
  3. Design and development of a dashboard that will allow the client to easily track and manage their leads
  4. Implementation and testing of the new lead process and dashboard
  5. Training and support to ensure that the client is able to effectively use the new lead process and dashboard

Deliverables

  1. A detailed report on the research and analysis of the client's current lead generation and follow-up process
  2. A detailed design document outlining the new inbound lead process and dashboard
  3. A working prototype of the new lead process and dashboard
  4. A comprehensive user manual for the new lead process and dashboard
  5. Training and support to ensure that the client is able to effectively use the new lead process and dashboard.

*Please note that this is a general project brief and the actual details may vary depending on the client's specific needs and requirements.

Technologies & Platforms Used

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