B2B Leads - SOP

From BDEV/CIENCE

1. BDEV will send us a list of leads via Excel Sheet multiple times a week. They will also CC Jarred and Chick/Angelo/Raj in the emails to the customer.

2. Chick/Angelo/Raj will respond and contact the customers within 24 hours of being CCed in the emails.

3. Jarred will upload the BDEV Excel Sheet to Salesforce once he receives it from BDEV.

4. Once the leads are uploaded to Salesforce, Chick/Angelo/Raj will populate the following attributes:

   • Email and Call logs

   • Current lead status

   • Current lead "warmth" - Hot, Warm, Cold

   • Reasons the lead did not purchase

   • Items the lead is interested in

5. Every Wednesday, Jarred will review each lead:

   • Make sure they are uploaded on Salesforce

   • Make sure that Chick/Angelo/Raj has reached out to the customer via phone or email

   • Make sure that the conversation logs are recorded properly on Salesforce

   • Otherwise, Jarred will inform Chick/Angelo/Raj of any issues spotted

From "Signed up to Wholesale"

1.  Jarred will receive "Signed Up to Wholesale" notification emails from Shopify

2. Jarred will forward these leads to Raj to reach out and add to Salesforce

3. Once the leads are uploaded to Salesforce, Chick/Angelo/Raj will populate the following attributes:

   • Email and Call logs

   • Current lead status

   • Current lead "warmth" - Hot, Warm, Cold

   • Reasons the lead did not purchase

   • Items the lead is interested in

4. Every Wednesday, Jarred will review each lead:

   • Make sure they are uploaded on Salesforce

   • Make sure that Chick/Angelo/Raj has reached out to the customer via phone or email

   • Make sure that the conversation logs are recorded properly on Salesforce

   • Otherwise, Jarred will inform Chick/Angelo/Raj of any issues spotted

From Amazon or Shopify Top Spender or Large Orders

1.  Chris will forward large orders to the Skype group or via Email

2. Jarred will forward these leads to Chick/Angelo/Raj to reach out and add to Salesforce

3. Once the leads are uploaded to Salesforce, Chick/Angelo/Raj will populate the following attributes:

   • Email and Call logs

   • Current lead status

   • Current lead "warmth" - Hot, Warm, Cold

   • Reasons the lead did not purchase

   • Items the lead is interested in

4. Every Wednesday, Jarred will review each lead:

   • Make sure they are uploaded on Salesforce

   • Make sure that Chick/Angelo/Raj has reached out to the customer via phone or email

   • Make sure that the conversation logs are recorded properly on Salesforce

   • Otherwise, Jarred will inform Chick/Angelo/Raj of any issues spotted

From CS / contact emails

1. CS Team receive inquiries from contact@ev-lectron.com or through Zendesk

2.  If they are a B2B customer, or indicate that they are interested in buying bulk or wholesale, an Asana is created for Raj

3. Raj will reach out and add to Salesforce

4. Once the leads are uploaded to Salesforce, Raj will populate the following attributes:

   • Email and Call logs

   • Current lead status

   • Current lead "warmth" - Hot, Warm, Cold

   • Reasons the lead did not purchase

   • Items the lead is interested in

5. Every Wednesday, Jarred will review each lead:

   • Make sure they are uploaded on Salesforce

   • Make sure that Raj has reached out to the customer via phone or email

   • Make sure that the conversation logs are recorded properly on Salesforce

   • Otherwise, Jarred will inform Raj of any issues spotted