Maxwell Mitchell
@mmitch39
Maxwell Mitchell
⚙️ Recommended Funnel Setup (Simple & Clear)
- Lead – New contact or organization added, not qualified yet.
- Prospect (SQL) – You’ve engaged or confirmed they’re worth pursuing.
- Opportunity – Deal exists, not yet won.
- Customer – Deal won and active.
- Former Opportunity – Deal lost, can be re-engaged later.
Link
HubSpot (workflow approach)
- Create a single-line text or dropdown company property: territory_region__c .
- Workflow: Company-based → If/then branches with OR conditions.
- Branch 1: State/Region Code is any of [IL, IN, IA, KS, MI, MN, MO, NE, ND, OH, SD, WI] → Set territory_region__c = Midwest
- Branch 2: [AL, AR, DE, DC, FL, GA, KY, LA, MD, MS, NC, OK,
ChatGPT
Top Industries for Call Center Solutions:
Key States with High Call Center Concentration:
- Healthcare
- E-commerce
- Financial Services
- Telecommunications
- Retail
- Travel
- Utilities
- Home Services
Key States with High Call Center Concentration:
- Texas
- Florida
- Georgia
- Arizona
- Minnesota
- Colorado
- North Carolina
- Tennessee
The Originator of AI Workspace Agents
A concise list capturing where call center solutions are most in demand (industries) and where the concentration of call centers is strongest (states), implying strategic focus areas for service providers and clients.
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