Training of Trading

Individual training (1 year) of trading and attracting investments from physical to trading

Problems
1 .There are a lot of emails in social networks with potential customers, which is not fixed anywhere, so it is often lost.
2ndThere is no mention of agreements with potential customers.
ThreeNo sales statistics
4 .Long-thinking customers are always lost.
and 5.There is no customer management system that is already in training (1 year)

The tasks
1 .Building a system of sales through closure on the CEV (Personal Investment Consulting)
2ndCreate a system of car tasks that will help not lose customers
ThreeFix all agreements with customers
4 .Create a curtain to train existing customers to fix the success of each customer

Solutions
1 .The "Primary Sales" gateway works in 2 touches and first closes on the CEV (Personal Investment Consultancy), after which
- if the potential customer is ready for investment and training.The transaction goes to success and a copy of the transaction is created in the "Learning" box.
If the customer is not ready now, then the second meeting is held with the preparation of the LFP (personal financial plan), which should help the customer create the necessary capital for the start of the investment and trading and then after a certain time already is a re-closure for training.
2ndThe "Learning" section shows what stage of learning each client is, his success, how he studies the provided material, etc.ThreeIn the "Personal Consultancy" section, all transactions are fixed on customers who seek one-time individual trading consultancy.