Online-offline data integration, quality screening of potential customers, digitalization and automation of lengthy review processes.

In the 'Website Interaction' stage, what is the consumer doing?

Consumers click on website buttons, performing initial exploration and interaction.

In the 'Website Interaction' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)

Optimizing website content and user experience, and planning campaigns to attract clicks.

What are the common optimization methods for 'Website Interaction'?

Optimize CTA button design, conduct A/B testing, and improve website loading speed.

In the 'Acquire Inquiry' stage, what is the consumer doing?

Consumers submit an online form or make contact, expressing initial interest in cooperation.

In the 'Acquire Inquiry' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)

Designing high-conversion forms and performing preliminary screening and categorization of submitted inquiries.

What are the common optimization methods for 'Acquire Inquiry'?

Simplify form fields, provide real-time chat support, and optimize the confirmation page after form submission.

In the 'Submit Application' stage, what is the consumer doing?

Consumers submit more detailed application data, becoming a qualified potential lead.

In the 'Submit Application' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)

Sales or customer service personnel proactively contact the customer, guiding and assisting them in completing the data submission.

What are the common optimization methods for 'Submit Application'?

Provide a clear guidance checklist, set up progress reminders, and have sales proactively follow up to assist.

In the 'Awaiting Review' stage, what is the consumer doing?

The consumer submits a request for a quote and waits for the merchant's review and response.

In the 'Awaiting Review' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)

The review team evaluates the application data, and sales personnel follow up to communicate quote details.

What are the common optimization methods for 'Awaiting Review'?

Set a clear review timeline, provide channels for status inquiries, and proactively communicate expected waiting times.

In the 'Final Signature' stage, what is the consumer doing?

The consumer completes the final contract signing, converting into a paying customer and initiating the service.

In the 'Final Signature' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)

Sales or Customer Success Managers complete the contract signing and initiate the service delivery process.

What are the common optimization methods for 'Final Signature'?

Provide electronic signature tools, simplify contract terms, and assign dedicated personnel to assist in completing the process.