Medical Research Studies and Clinical Trials Management Workflow

Initial Contact

Type: Send Email

Initial Contact is the first business workflow step where potential clients or customers reach out to the company through various means such as phone calls, emails, social media, or in-person meetings. This step marks the beginning of a possible business relationship and sets the tone for future interactions. During this initial contact, the goal is to gather essential information about the client's needs, expectations, and requirements. The person handling this stage, typically a sales representative or customer service agent, must be attentive, empathetic, and knowledgeable about the company's products or services. The initial contact also involves setting clear expectations, establishing trust, and creating a positive first impression. This crucial step determines whether the client will proceed with further communication, potentially leading to a sale or collaboration, or decide not to pursue a business relationship.