Below is the standard requirements for length of stay in each stage of the opportunity flow as well as standards for nurturing activities:

LEAD:  Min 1/Max 90 Days

• Min of 3 touches in 30 days/Max of 9 documented touches in 90 days.
• Email, Phone, Text, LinkedIn
• HubSpot Inquires
• Lead created and attempt to connect within 4 hours of submission

QUALIFY:  Min 1/Max 5 Days

• Qualification is expected within 5 days.

QUOTING: Min 2/Max 30 Days

• Price prepped in 1 day of interest. Max 2 days
• Price call within 10 days.  Max 30 days.

NURTURE: Min 3/ Max 60 Days

• 1 touch per week for a period of 6 to 8 weeks depending on the engagement. (site or corporate)
• Weekly for site engagements and Bi-Weekly to corporate is acceptable.

ONBOARD:  Min 2/Max 14 Days

• Takes place within 14 days of price approval and 3 days prior to first services.

LAUNCH:  60 DAYS - New stage/Mandatory time frame to ensure successful stable relationship.

Example:

Min Life Cycle from Lead to Onboard:  1 month, 8 days

Max Life Cycle from Lead to Onboard:  6 months, 19 days