CLICK HERE FOR THE REPORT OF CLIENTS WHO HAVE NOT SUBMITTED POs 30 DAYS AFTER CUSTOMER FORM SUBMISSION
After signing the Order Form or Contract, clients are sent a Customer Form. In the customer form they are asked to indicate if they need a Purchase Order in order for GPTW to invoice them. If they tick that check box, they will be sent an email requesting it when they submit the Customer Form. Note that an Engagement will be generated at this time even before we receive the PO.
Email 1
After 7 days, they will be sent a 2nd email reminder if we do not receive the PO.
Email 2
7 days after that, a 2nd reminder will be sent.
Email 3
A final reminder will be sent 7 days after that (making it a total of 28 days after the submission of the Customer Form).
Email 4
2 days after that (making it a total of 30 days after the submission of the Customer Form), a notification will be send to Sales, to the Market Lead and to CS noting for service to be suspended. It is then up to Sales and the Market Lead to reach out to the client to ask for the PO to be issued.
Workflow Control:
https://app-eu1.hubspot.com/workflows/145016616/platform/flow/4289285330/edit