Marketing Actions to take place after a deal has been completed and closed.
Future Deal Opportunity = No
Please provide the marketing team with as much information as possible about why there is no deal opportunity with the prospect.
Marketing will then create a series of 1 email every 3 weeks for around 6 months to see if we can nurture the lead back to the sales contact owner.
Deal Conclusion = Deal Lost (send to marketing)
Please provide the marketing team with as much information as possible about why the deal was lost.
Depending on how the lead was nurtured with the sales team, marketing will then:
- Create a series of 1 email every 3 weeks for around 6 months to see if we can nurture the lead back to the sales contact owner.
or - Place the lead in the Spotlight email sequence.
A lost deal should not be sent to marketing if there is a commitment from the client to work with the team at a later date. Marketing would not want to disrupt the sales team member from continuing that relationship. Instead, the contact should be added to the Spotlight email list to receive the monthly communication.