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Sequential cross-sell campaign

campaign · 5 steps · 0 runs

Sequential cross-sell from medical to legal to MLM

Inputs

keyDescriptiontypeRequired
source_platformSource platformtext
segmentSegment criteriajson

🔄 Workflow (5 steps)

1 Identify cross-sell targets SLA 3h
Owner: customer-lead · Role: analyst
Ready to start
Output: uid_list
2 Draft the legal cross-sell offer SLA 3h
Owner: legal-lead · Role: writer
← Depends on: identify
Output: legal_offer
3 Compose the MLM referral benefit SLA 3h
Owner: mlm-lead · Role: analyst
← Depends on: identify
Output: mlm_offer
4 Schedule sequential dispatch SLA 2h
Owner: customer-lead · Role: executor
← Depends on: legal_offer, mlm_offer
Output: dispatch_plan
5 Track conversion and return on investment SLA 72h
Owner: commerce-lead · Role: analyst
← Depends on: dispatch
Output: roi_report