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New lead detected
Joy signed up for Tako Early Access
Qualifying lead...
LinkedIn profile
Matches client criteria
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Background verified
Past clients
Strong match found
Good lead (Score: 9/10)
Good lead (Score: 9/10)
A sign up just came through from Joy Harjanto. Looked at their info and seems like a good fit for the beta program.
Here is more info: www.trytako.pro/joyharjanto.
Let me know if you would like to work with them and I'll start the necessary processes.
Yep, looks like a good lead. Let's do it.
Send that client onboarding flow
Make sure Stripe is paid and then schedule call
Ignore any investor emails until end Nov
Use standard workflows or create your own.
Whatever your operation flow is, Tako gets it done
Send welcome email
Stripe payment received
Send calendly invite
For high value clients, schedule their meetings through email, not calendly. For these clients the experience needs to feel personalized
Ok got it!
Customize operations anyway you want, and give feedback to Tako as if you would to a human EA.
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