Making Follow-up Calls 10 Days After Shipping a Free Sample

Sunday, March 13, 2011
Today we'd like to consider improving our free sample request workflow (see "Creating a Workflow for Managing Requests for Samples," "Responding Quickly to Communications in Sample Requests," "Workflow Split for Customers Who Don't Have Email Accounts") by adding a follow-up task for calling or emailing the prospective customer; an obvious improvement.

[Sample Request <Follow-up>: "5. Specify Sales Staff" screen]

With today's improvement (below), once a free sample is shipped, the requester is automatically and immediately added to the list of customers. So task 5 (Specify Sales Staff) is for appointing the new customer to a sales staff. You may also want to consider business partners in the sales members (links to external workflow).