Patrik Miriam

OPERATIONS & SERVICE DELIVERY WORKFLOW START Client Consultation & Needs Assessment Forward consultation summary to the Account Manager for proposal development within 4872hrs Receive client inquiry via phone, email, social media, or website. Generate and send the quotation within 2 business days of consultation. Proposal and Quotation No Agreement and Contract Signing is the contract approved Yes GPS Device Installation Record the client’s feedback or reason for disapproval in HubSpot 1. If revisions are possible, update and resend the contract. 2. If the client declines completely, mark the lead as Lost and file all related documents for record purposes. Prepare the formal service agreement Is device damaged Yes No Proceed to system configuration and client training 2. If out of warranty: Billing Report and verify if a 1. If in warranty: replacement device is Replace the device at no & Finance sends a replacement quote to the available cost to the client client for approval. Schedule replacement installation within 48–72 hours. File the damage report and replacement details in the client’s record on Hubspot System Setup and client training The support team remains on standby for technical assistance and system update 1. 2. 3. Configure Client's dashboard (Web/Mobile) Set Alerts Provide basic Training on how to monitor vehicles Live Tracking and Monitoring Begins Ongoing Support and Report END 1. Provide support through Zoho Desk for any technical issues or inquiries 2. Offer upgrades, new features, or training refreshers based on client feedback Ensure contract includes data privacy policy, service terms, installation schedule, and payment plan. Send a welcome message confirming service initiation and next steps.