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+</style>
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+</head>
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+<body>
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+<div class="hero">
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+ <h1>商机健康度仪表盘 · 赢面评分 + 跟进话术</h1>
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+ <div class="sub">归属人:欧班 | 进行中 143 条 | 基准日:2026-09-12 | 数据源:卫瓴CRM<br>
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+ 每条商机四件套:<b>下一步动作 → 沟通策略 → 建议话术(结合上下文,可直接复制修改)→ 赢面五维详情</b>。点开卡片即可。</div>
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+</div>
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+<div class="wrap">
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+ <div class="statbar"><button class="stat" data-zone="M" style="border-top:4px solid #dc2626">
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+<div class="stat-n" style="color:#dc2626">🚨 4</div>
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+<div class="stat-label">一级遗漏</div></button><button class="stat" data-zone="N" style="border-top:4px solid #ea580c">
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+<div class="stat-n" style="color:#ea580c">🟠 4</div>
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+<div class="stat-label">二级遗漏</div></button><button class="stat" data-zone="Z" style="border-top:4px solid #7c3aed">
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+<div class="stat-n" style="color:#7c3aed">🧟 19</div>
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+<div class="stat-label">僵尸嫌疑</div></button><button class="stat" data-zone="A" style="border-top:4px solid #d97706">
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+<div class="stat-n" style="color:#d97706">⚡ 2</div>
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+<div class="stat-label">快赢</div></button><button class="stat" data-zone="B" style="border-top:4px solid #1d4ed8">
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+<div class="stat-n" style="color:#1d4ed8">🛡️ 2</div>
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+<div class="stat-label">攻坚</div></button><button class="stat" data-zone="C" style="border-top:4px solid #0d9488">
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+<div class="stat-n" style="color:#0d9488">🧩 3</div>
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+<div class="stat-label">方案</div></button><button class="stat" data-zone="E" style="border-top:4px solid #16a34a">
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+<div class="stat-n" style="color:#16a34a">🌱 14</div>
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+<div class="stat-label">黄金窗口</div></button><button class="stat" data-zone="D" style="border-top:4px solid #6b7280">
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+<div class="stat-n" style="color:#6b7280">⚪ 95</div>
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+<div class="stat-label">观察名单</div></button></div>
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+ <div class="panel">
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+ <h2>🧭 本周执行顺序</h2>
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+ <div class="seq">
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+ <span class="step" style="background:#dc2626">① 一级遗漏 当天触达</span><span class="arrow">→</span>
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+ <span class="step" style="background:#d97706">② 快赢 本周主攻</span><span class="arrow">→</span>
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+ <span class="step" style="background:#7c3aed">③ 僵尸嫌疑 确认存活</span><span class="arrow">→</span>
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+ <span class="step" style="background:#ea580c">④ 二级遗漏 首轮触达</span><span class="arrow">→</span>
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+ <span class="step" style="background:#16a34a">⑤ 黄金窗口 保温</span><span class="arrow">→</span>
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+ <span class="step" style="background:#1d4ed8">⑥ 攻坚 破冰</span><span class="arrow">→</span>
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+ <span class="step" style="background:#0d9488">⑦ 方案 排时间</span><span class="arrow">→</span>
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+ <span class="step" style="background:#6b7280">⑧ 观察 月度激活</span>
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+ </div>
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+ </div>
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+ <div class="panel">
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+ <h2>⚖️ 赢面分构成(五维加权,先跑 2 周再校准)</h2>
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+ <div class="wgrid">
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+ <div><b>时间态势 <span class="w">25%</span></b>商机年龄·跟进间隔·阶段推进<div class="src">✅ 全自动(三个时间戳)</div></div>
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+ <div><b>需求匹配 <span class="w">25%</span></b>明确度·紧迫性·方案进展<div class="src">🔍 摘要文本提取</div></div>
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+ <div><b>决策链预算 <span class="w">25%</span></b>决策人·预算·内线<div class="src">🔍 摘要文本提取</div></div>
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+ <div><b>客户资产 <span class="w">15%</span></b>来头·规模·体验过<div class="src">🔍 摘要提取(老客户档案待建)</div></div>
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+ <div><b>互动质量 <span class="w">10%</span></b>触达深度·客户主动性<div class="src">🔍 摘要文本提取</div></div>
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+ </div>
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+ </div>
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+ <div class="panel">
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+ <h2>🔥 本周行动 TOP <span style="font-size:13px;color:#6b7280;font-weight:400">(规则自动挑选,人工核对后执行)</span></h2>
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+ <div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#dc2626">🚨 客户003-客户004</b>
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+<span class="miniscore" style="background:#d97706">54</span></span>
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+<span style="color:#6b7280;white-space:nowrap">创建11天零跟进,过夜即凉</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#dc2626">🚨 客户005-客户006</b>
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+<span class="miniscore" style="background:#d97706">54</span></span>
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+<span style="color:#6b7280;white-space:nowrap">创建11天零跟进,过夜即凉</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#dc2626">🚨 客户007-客户008</b>
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+<span class="miniscore" style="background:#d97706">54</span></span>
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+<span style="color:#6b7280;white-space:nowrap">创建12天零跟进,过夜即凉</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#dc2626">🚨 客户024-客户027</b>
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+<span class="miniscore" style="background:#d97706">50</span></span>
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+<span style="color:#6b7280;white-space:nowrap">创建28天零跟进,过夜即凉</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#d97706">⚡ 客户024-客户014</b>
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+<span class="miniscore" style="background:#16a34a">81</span></span>
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+<span style="color:#6b7280;white-space:nowrap">赢面81分,方案评估阶段,离钱最近的信号</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#d97706">⚡ 客户001—客户014</b>
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+<span class="miniscore" style="background:#d97706">64</span></span>
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+<span style="color:#6b7280;white-space:nowrap">赢面64分,方案评估阶段,离钱最近的信号</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#7c3aed">🧟 客户022-客户120</b>
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+<span class="miniscore" style="background:#16a34a">75</span></span>
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+<span style="color:#6b7280;white-space:nowrap">大单画像(赢面75分)但僵滞,一条消息验证生死</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#7c3aed">🧟 客户022-客户081</b>
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+<span class="miniscore" style="background:#d97706">67</span></span>
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+<span style="color:#6b7280;white-space:nowrap">大单画像(赢面67分)但僵滞,一条消息验证生死</span></div><div style="display:flex;justify-content:space-between;gap:12px;padding:7px 0;border-bottom:1px dashed #e5e7eb;font-size:13.5px">
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+<span><b style="color:#7c3aed">🧟 客户007-客户119</b>
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+<span class="miniscore" style="background:#d97706">67</span></span>
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+<span style="color:#6b7280;white-space:nowrap">大单画像(赢面67分)但僵滞,一条消息验证生死</span></div>
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+ </div>
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+ <div class="filters" id="filters">
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+ <button class="fbtn active" data-zone="all">全部 143</button>
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+ <button class="fbtn" data-zone="M">🚨 一级遗漏 4</button><button class="fbtn" data-zone="N">🟠 二级遗漏 4</button><button class="fbtn" data-zone="Z">🧟 僵尸嫌疑 19</button><button class="fbtn" data-zone="A">⚡ 快赢 2</button><button class="fbtn" data-zone="B">🛡️ 攻坚 2</button><button class="fbtn" data-zone="C">🧩 方案 3</button><button class="fbtn" data-zone="E">🌱 黄金窗口 14</button><button class="fbtn" data-zone="D">⚪ 观察名单 95</button>
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+ </div>
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+ <section class="zone" id="zone-M">
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+<div class="zone-head" style="border-left:6px solid #dc2626">
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+<div class="zone-title"><span>🚨</span>一级遗漏<span class="zone-count" style="background:#dc2626">4</span>
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+<span class="zone-act" style="color:#dc2626">48小时内必触达</span></div>
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+<div class="zone-desc">新建≤30天+零跟进 · 区内按赢面分降序</div></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户003-客户004</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">54</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:67%;background:#d97706"></div></div><span class="mbv">67</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+<span class="badge">低置信:跟进记录信息少</span>
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+<div class="strategy">【48小时内必触达】新商机创建11天至今零跟进,疑似被遗漏——今天先加微信/发自我介绍+课程资料,别让线索过夜</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>首次触达定位是「认识+给价值」,不是推销。今天内发微信文字,先发资料再约语音;2小时无回复不追问,隔天用活动邀约做第二个由头。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我是做客户的欧班。看到您近期关注了客户,特意来打个招呼。最近一期班期刚定,我先发您一份课程介绍和往期学员反馈,您先了解,合适的话咱们再约10分钟电话细聊?</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,32.5 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户005-客户006</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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+<span class="scorechip" style="background:#d97706">54</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:67%;background:#d97706"></div></div><span class="mbv">67</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【48小时内必触达】新商机创建11天至今零跟进,疑似被遗漏——今天先加微信/发自我介绍+课程资料,别让线索过夜</div>
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首次触达定位是「认识+给价值」,不是推销。今天内发微信文字,先发资料再约语音;2小时无回复不追问,隔天用活动邀约做第二个由头。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我是做客户的欧班。看到您近期关注了客户,特意来打个招呼。最近一期班期刚定,我先发您一份课程介绍和往期学员反馈,您先了解,合适的话咱们再约10分钟电话细聊?</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,32.5 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007-客户008</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">54</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:67%;background:#d97706"></div></div><span class="mbv">67</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【48小时内必触达】新商机创建12天至今零跟进,疑似被遗漏——今天先加微信/发自我介绍+课程资料,别让线索过夜</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首次触达定位是「认识+给价值」,不是推销。今天内发微信文字,先发资料再约语音;2小时无回复不追问,隔天用活动邀约做第二个由头。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我是做客户的欧班。看到您近期关注了客户,特意来打个招呼。最近一期班期刚定,我先发您一份课程介绍和往期学员反馈,您先了解,合适的话咱们再约10分钟电话细聊?</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,32.5 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户024-客户027</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">50</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【48小时内必触达】新商机创建28天至今零跟进,疑似被遗漏——今天先加微信/发自我介绍+课程资料,别让线索过夜</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首次触达定位是「认识+给价值」,不是推销。今天内发微信文字,先发资料再约语音;2小时无回复不追问,隔天用活动邀约做第二个由头。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我是做客户的欧班。看到您近期关注了客户,特意来打个招呼。最近一期班期刚定,我先发您一份课程介绍和往期学员反馈,您先了解,合适的话咱们再约10分钟电话细聊?</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,35.6 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+</section>
|
|
|
+<section class="zone" id="zone-N">
|
|
|
+<div class="zone-head" style="border-left:6px solid #ea580c">
|
|
|
+<div class="zone-title"><span>🟠</span>二级遗漏<span class="zone-count" style="background:#ea580c">4</span>
|
|
|
+<span class="zone-act" style="color:#ea580c">本周首轮触达</span></div>
|
|
|
+<div class="zone-desc">创建31-90天+零跟进 · 区内按赢面分降序</div></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户030- 客户031</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:38%;background:#9ca3af"></div></div><span class="mbv">38</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【本周内首轮触达】创建33天仍未跟进,黄金月已过半——本周发首轮触达消息,再无回应转观察名单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>近两个月未触达,话术要自然、不解释为什么不早联系。用「班期定档」做由头,一次给足信息(资料+班期+报名节点),降低回复门槛。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!之前活动上加过您,一直没顾上细聊。我们客户最近一期刚定档,先把资料发您,里面有意向学员的评价可以参考。这期如果合适,本周报名有早鸟位,要不要帮您留一个?</div><button class="copybtn">复制话术</button></div>
|
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+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,45.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户030-客户037</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:38%;background:#9ca3af"></div></div><span class="mbv">38</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【本周内首轮触达】创建38天仍未跟进,黄金月已过半——本周发首轮触达消息,再无回应转观察名单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>近两个月未触达,话术要自然、不解释为什么不早联系。用「班期定档」做由头,一次给足信息(资料+班期+报名节点),降低回复门槛。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!之前活动上加过您,一直没顾上细聊。我们客户最近一期刚定档,先把资料发您,里面有意向学员的评价可以参考。这期如果合适,本周报名有早鸟位,要不要帮您留一个?</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,45.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户030-客户044</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:38%;background:#9ca3af"></div></div><span class="mbv">38</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【本周内首轮触达】创建52天仍未跟进,黄金月已过半——本周发首轮触达消息,再无回应转观察名单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>近两个月未触达,话术要自然、不解释为什么不早联系。用「班期定档」做由头,一次给足信息(资料+班期+报名节点),降低回复门槛。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!之前活动上加过您,一直没顾上细聊。我们客户最近一期刚定档,先把资料发您,里面有意向学员的评价可以参考。这期如果合适,本周报名有早鸟位,要不要帮您留一个?</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,45.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户041-客户060</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:38%;background:#9ca3af"></div></div><span class="mbv">38</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【本周内首轮触达】创建79天仍未跟进,黄金月已过半——本周发首轮触达消息,再无回应转观察名单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>近两个月未触达,话术要自然、不解释为什么不早联系。用「班期定档」做由头,一次给足信息(资料+班期+报名节点),降低回复门槛。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!之前活动上加过您,一直没顾上细聊。我们客户最近一期刚定档,先把资料发您,里面有意向学员的评价可以参考。这期如果合适,本周报名有早鸟位,要不要帮您留一个?</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,45.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+</section>
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+<section class="zone" id="zone-Z">
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+<div class="zone-head" style="border-left:6px solid #7c3aed">
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+<div class="zone-title"><span>🧟</span>僵尸嫌疑<span class="zone-count" style="background:#7c3aed">19</span>
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+<span class="zone-act" style="color:#7c3aed">确认存活</span></div>
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+<div class="zone-desc">高阶段停滞>30天无人跟进 · 区内按赢面分降序</div></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户022-客户120</span><span class="rightbox"><span class="stage">报价合同</span>
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+<span class="scorechip" style="background:#16a34a">75</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:95%;background:#16a34a"></div></div><span class="mbv">95</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:92%;background:#16a34a"></div></div><span class="mbv">92</span></div></div>
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+<span class="badge">跟进承诺已过期(2025-08-20)</span>
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+<div class="strategy">【主动确认存活】阶段停在报价合同已388天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次咱们聊到「对接人:创始人tt」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 101.8,49.1 87.9,97.6 58.9,66.3 23.5,49.5" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>100</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:对接人:创始人tt
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+
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+内容:邀约23号活动
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+
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+客户反馈:这个时间正在出差,想参加客户010院课程;下周二在上海,约社长拜访
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+
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+
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+
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+
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+下次跟进时间:2025-08-20</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户022-客户081</span><span class="rightbox"><span class="stage">报价合同</span>
|
|
|
+<span class="scorechip" style="background:#d97706">67</span></span></div>
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:78%;background:#16a34a"></div></div><span class="mbv">78</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2026-03-15)</span>
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报价合同已194天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「今年会重点聚焦业务。客户010很重要」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 98.4,50.2 82.2,89.8 58.9,66.3 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>55</i></div><div class="frow"><span>预算状态</span><i>100</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#活动现场触达#
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+沟通内容:今年会重点聚焦业务。客户010很重要,解决在海外平台获客的问题;在活动现场有2家工具的机构找上来,个人倾向直接采购合适的解决方案
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+
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+
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+下次跟进时间:2026-03-15</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户007-客户119</span><span class="rightbox"><span class="stage">方案评估</span>
|
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|
+<span class="scorechip" style="background:#d97706">67</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:92%;background:#16a34a"></div></div><span class="mbv">92</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2025-08-25)</span>
|
|
|
+<div class="strategy">【主动确认存活】阶段停在方案评估已371天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「对接人:客户119的联合创始人 宋然」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 87.9,97.6 58.9,66.3 23.5,49.5" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>100</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#活动现场触达#
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+沟通内容:对接人:客户119的联合创始人 宋然
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+
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+内容:这家企业主要做中医心理学+按摩手法疗愈。另外一个创始人是学术专家,宋然主要负责业务,目前已经报名了客户010院。
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+
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+客户反馈:下午听了营销场的分享,也比较种草,需要把自己的品牌也重新梳理一下。希望让团队先学习用起来,咨询5个人、10个人的优惠价
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+
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+下一步动作:
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+
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+
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+
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+下次跟进时间:2025-08-25</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001-客户093</span><span class="rightbox"><span class="stage">方案评估</span>
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+<span class="scorechip" style="background:#d97706">62</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:93%;background:#16a34a"></div></div><span class="mbv">93</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:55%;background:#d97706"></div></div><span class="mbv">55</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
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+<span class="badge">跟进承诺已过期(2026-04-03)</span>
|
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|
+<div class="strategy">【主动确认存活】阶段停在方案评估已161天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「4月12日线下分享,60分钟,客户0…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次咱们聊到「4月12日线下分享,60分钟,客户010小龙虾」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 100.9,49.4 76.2,81.6 58.9,66.3 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>55</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#商务对接#
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|
+触达方式:#微信#
|
|
|
+沟通内容:4月12日线下分享,60分钟,客户010小龙虾
|
|
|
+
|
|
|
+
|
|
|
+1. 讲课(建议30分钟):30个专家会现场听
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|
+2. workshop(建议30分钟):6-7位专家留下来操作
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+
|
|
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+
|
|
|
+下次跟进时间:2026-04-03</pre></details></div>
|
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户114-客户115</span><span class="rightbox"><span class="stage">报价合同</span>
|
|
|
+<span class="scorechip" style="background:#d97706">62</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:95%;background:#16a34a"></div></div><span class="mbv">95</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:42%;background:#9ca3af"></div></div><span class="mbv">42</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:75%;background:#16a34a"></div></div><span class="mbv">75</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2025-09-05)</span>
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报价合同已371天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「对接人:雨薇」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 101.8,49.1 72.9,77.0 36.1,97.6 30.6,51.8" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:对接人:雨薇
|
|
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+
|
|
|
+内容:客户116销课程咨询沟通
|
|
|
+
|
|
|
+客户反馈:了解课程情况和价格
|
|
|
+
|
|
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+下一步动作:下周继续跟进
|
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|
+
|
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+
|
|
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+
|
|
|
+下次跟进时间:2025-09-05</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户010-客户111</span><span class="rightbox"><span class="stage">报价合同</span>
|
|
|
+<span class="scorechip" style="background:#d97706">61</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:92%;background:#16a34a"></div></div><span class="mbv">92</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2025-09-09)</span>
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报价合同已367天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「对接人:」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 100.5,49.5 71.1,74.5 36.1,97.6 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:对接人:
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+
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+内容:制造业 销售5人 客户043智能部门40多人 ,客户112缺优秀的人
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+客户113销售团队管理、人才招聘,目前没有运营但计划招人
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+
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+客户反馈:目前不是特别明确需要解决什么问题,属于客户010小白,之前听了823的活动,已经建立了客户010意识,认为有必要学习
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+
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+下一步动作:推荐先参加921活动,了解客户010应用的情况,再对照企业问题。等客户010院产品确定,推荐2期课程。
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+
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+
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+
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+
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+下次跟进时间:2025-09-09</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户022-客户124</span><span class="rightbox"><span class="stage">报价合同</span>
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+<span class="scorechip" style="background:#d97706">59</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:95%;background:#16a34a"></div></div><span class="mbv">95</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+<span class="badge">跟进承诺已过期(2025-08-06)</span>
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|
+<div class="strategy">【主动确认存活】阶段停在报价合同已401天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次咱们聊到客户的合作,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 101.8,49.1 71.1,74.5 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+跟进节点:#需求沟通#
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+触达方式:#在线会议#
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+沟通内容:
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+有自己的基座大模型,内部持续在做客户010的实践以及客户010的人才转型
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+之前依靠内部的生产力已经完成了客户010的认知和工具,现在聚焦客户010+业务场景、客户010+产品和客户010+商业模式,现在有一些虚拟的项目,希望借助外部的力量来促动项目的成功,加速客户010+产品和商业模式。
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+人员:负责人带着-1、-2,基于现有的业务场景,能力&产品提升
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+
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+
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+客户比较关注混沌客户010底层的方法论,以及如何让这件事发生、过去的成功案例。
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+介绍客户022项目的模式,整理相关资料给到客户内部沟通,邀约8月22日活动
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+
|
|
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+
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|
+下次跟进时间:2025-08-06</pre></details></div>
|
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+<div class="card">
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|
+<div class="card-top"><span class="cname">客户017-客户091</span><span class="rightbox"><span class="stage">报价合同</span>
|
|
|
+<span class="scorechip" style="background:#d97706">57</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-03-11)</span>
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报价合同已184天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「刚创业,想了解一下最近课程,做财税相…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「刚创业,想了解一下最近课程,做财税相关,推荐客户017」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 98.4,50.2 71.1,74.5 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#首次触达&建联#
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+触达方式:#电话#
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|
+沟通内容:刚创业,想了解一下最近课程,做财税相关,推荐客户017,表示先看下课程介绍
|
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+
|
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+
|
|
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+
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|
+下次跟进时间:2026-03-11</pre></details></div>
|
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|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户089</span><span class="rightbox"><span class="stage">报价合同</span>
|
|
|
+<span class="scorechip" style="background:#d97706">56</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:92%;background:#16a34a"></div></div><span class="mbv">92</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:90%;background:#16a34a"></div></div><span class="mbv">90</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2026-03-12)</span>
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报价合同已183天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「之前在上海8年,现在孩子在北京读高一…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「之前在上海8年,现在孩子在北京读高一,所以长期在北京。」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 100.5,49.5 71.1,74.5 38.7,94.0 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow"><span>客户规模</span><i>90</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#电话#
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+沟通内容:之前在上海8年,现在孩子在北京读高一,所以长期在北京。
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+
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+
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+已经离职,想创业,2个创业方向:
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+1、娃衣:针对年轻人、明星形象,一键式小批量定制,平台搭建中
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+核心:供应链、懂二次元内容,得到年轻用户认可
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+或者做成材料包形式
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+
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+
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+2、女性健康水,围绕周期、故事、情绪价值,每天不同的特质和粉;结合女性情绪用品都圈层联动;在北京找到了咖啡的标杆案例
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+核心:社群+内容
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+
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+目前团队:兼职团队7-8人,觉得搞不定,要找一些合伙人一起做
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+想通过活动圈层等
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+
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+
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+客户057:客户090创业,上海更符合目标用户的圈层
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+
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+
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+
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+下次跟进时间:2026-03-12</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户007-客户123</span><span class="rightbox"><span class="stage">报价合同</span>
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+<span class="scorechip" style="background:#d97706">51</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:95%;background:#16a34a"></div></div><span class="mbv">95</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+<span class="badge">跟进承诺已过期(2025-12-06)</span>
|
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|
+<div class="strategy">【主动确认存活】阶段停在报价合同已393天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
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|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
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|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「同步月底班期,反馈我们内部沟通,等开…』上下文) · 发前请按实际情况改称呼与细节</b>
|
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|
+<div class="scripttxt">您好!上次咱们聊到「同步月底班期,反馈我们内部沟通,等开放报名,请通知。」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 101.8,49.1 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:同步月底班期,反馈我们内部沟通,等开放报名,请通知。
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-12-06</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户129-客户130</span><span class="rightbox"><span class="stage">报名面试</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">48</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报名面试已457天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到「已经面试,第五期时间冲突」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 98.4,50.2 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:已经面试,第五期时间冲突
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户114</span><span class="rightbox"><span class="stage">报名面试</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">48</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【主动确认存活】阶段停在报名面试已572天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「我宝宝才一岁不到,周末得和老婆请假,…』上下文) · 发前请按实际情况改称呼与细节</b>
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|
|
+<div class="scripttxt">您好!上次咱们聊到「我宝宝才一岁不到,周末得和老婆请假,老婆没批准」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 98.4,50.2 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>我宝宝才一岁不到,周末得和老婆请假,老婆没批准</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户022-客户141</span><span class="rightbox"><span class="stage">报价合同</span>
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+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+
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+<div class="strategy">【主动确认存活】阶段停在报价合同已527天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次咱们聊到客户的合作,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 98.4,50.2 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户057</span><span class="rightbox"><span class="stage">报名面试</span>
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+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+
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+<div class="strategy">【主动确认存活】阶段停在报名面试已573天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
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|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次咱们聊到客户的合作,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 98.4,50.2 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>85</i></div><div class="frow"><span>紧迫性</span><i>75</i></div><div class="frow"><span>方案进展</span><i>100</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户041-客户071</span><span class="rightbox"><span class="stage">方案评估</span>
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+<span class="scorechip" style="background:#9ca3af">42</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+<span class="badge">跟进承诺已过期(2026-05-12)</span>
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+<div class="strategy">【主动确认存活】阶段停在方案评估已122天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「这个课程这次有点赶,下一期考虑几个同…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次咱们聊到「这个课程这次有点赶,下一期考虑几个同事参加来参加。」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#电话#
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+沟通内容:这个课程这次有点赶,下一期考虑几个同事参加来参加。
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+
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+
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+
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+下次跟进时间:2026-05-12</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户159</span><span class="rightbox"><span class="stage">方案评估</span>
|
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+<span class="scorechip" style="background:#9ca3af">42</span></span></div>
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
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+
|
|
|
+<div class="strategy">【主动确认存活】阶段停在方案评估已660天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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|
+<div class="scripttxt">您好!上次咱们聊到「同步最新游学信息」,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
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+<pre>#商机跟进模板#
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+沟通方式:微信
|
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+沟通内容:同步最新游学信息
|
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+下次跟进时间:</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户117-客户118</span><span class="rightbox"><span class="stage">方案评估</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">41</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【主动确认存活】阶段停在方案评估已376天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到客户的合作,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 91.3,52.5 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007</span><span class="rightbox"><span class="stage">方案评估</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">41</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【主动确认存活】阶段停在方案评估已521天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到客户的合作,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 91.3,52.5 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017</span><span class="rightbox"><span class="stage">方案评估</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">41</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【主动确认存活】阶段停在方案评估已573天,无人跟进——发一条低压力确认消息,有回应按信号重升分区,无回应两周后关单</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>确认存活用「低压力+新由头」:不提「怎么这么久没联系」,用新信息(班期定档/同行案例)自然重启对话。发完等3天;有回应按内容升级跟进,无回应一周后换第二个由头,两次无回应转关单评估。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次咱们聊到客户的合作,最近有两个新消息跟您同步:一是新一期班期刚定档,二是同行业一家客户刚落地了类似项目。您那边还在推进吗?近期有计划的话我把最新方案发您参考。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 91.3,52.5 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+</section>
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+<section class="zone" id="zone-A">
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+<div class="zone-head" style="border-left:6px solid #d97706">
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+<div class="zone-title"><span>⚡</span>快赢<span class="zone-count" style="background:#d97706">2</span>
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+<span class="zone-act" style="color:#d97706">本周推进</span></div>
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+<div class="zone-desc">成交信号在即且活跃 · 区内按赢面分降序</div></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户024-客户014</span><span class="rightbox"><span class="stage">方案评估</span>
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+<span class="scorechip" style="background:#16a34a">81</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:68%;background:#d97706"></div></div><span class="mbv">68</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
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+<span class="badge">黄金窗口商机</span><span class="badge">阶段刚复活</span><span class="badge">跟进承诺已过期(2026-09-05)</span>
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+<div class="strategy">【快赢】方案评估阶段且活跃——引用上次沟通细节,锁定下一步(签约/付款/面谈时间)</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>上次承诺的跟进节点已过期,先用「兑现承诺」开场重建信任,直接给进展不绕弯;每次沟通结尾锁定下一步,聊完必须约到具体时间。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「合同中,12月完成付款,需要盲盒10…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">关于上次聊到的「合同中,12月完成付款,需要盲盒10个」,跟您同步下进展:我这边可以先把下周的安排预留出来,您看周几合适?需要我准备的材料提前跟我说。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,18.0 95.5,51.1 79.6,86.2 58.9,66.3 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>100</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow"><span>预算状态</span><i>100</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#商务对接#
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+触达方式:#微信#
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+沟通内容:合同中,12月完成付款,需要盲盒10个
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+
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+
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+
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+下次跟进时间:2026-09-05</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001—客户014</span><span class="rightbox"><span class="stage">方案评估</span>
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+<span class="scorechip" style="background:#d97706">64</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:52%;background:#d97706"></div></div><span class="mbv">52</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:68%;background:#d97706"></div></div><span class="mbv">68</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
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+
|
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+<div class="strategy">【快赢】方案评估阶段且活跃——引用上次沟通细节,锁定下一步(签约/付款/面谈时间)</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>快赢单每次沟通结尾必须锁定下一步(签约时间/付款节点/面谈议程)。催单用「帮客户挡风险」姿态:帮锁位、帮赶流程,而不是「催您付钱」。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">关于上次聊到的「确认18个学籍账号,合同中」,跟您同步下进展:我这边可以先把下周的安排预留出来,您看周几合适?需要我准备的材料提前跟我说。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,39.1 91.3,52.5 79.6,86.2 58.9,66.3 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>100</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>80</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow"><span>预算状态</span><i>100</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:确认18个学籍账号,合同中
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+
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+
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+
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+下次跟进时间:2026-09-12</pre></details></div>
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+</section>
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+<section class="zone" id="zone-B">
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+<div class="zone-head" style="border-left:6px solid #1d4ed8">
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+<div class="zone-title"><span>🛡️</span>攻坚<span class="zone-count" style="background:#1d4ed8">2</span>
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+<span class="zone-act" style="color:#1d4ed8">高层破冰</span></div>
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+<div class="zone-desc">难啃但重要的大客户 · 区内按赢面分降序</div></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户030-客户032</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">66</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:90%;background:#16a34a"></div></div><span class="mbv">90</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:90%;background:#16a34a"></div></div><span class="mbv">90</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:75%;background:#16a34a"></div></div><span class="mbv">75</span></div></div>
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+<span class="badge">跟进承诺已过期(2026-08-06)</span>
|
|
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+<div class="strategy">【攻坚】大客户信号(决策人/规模/预算)——高层破冰,带行业案例触达,每周固定一次节奏</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>大客户攻坚不追单、追关系:每次触达带一个「对客户有用」的信息(行业案例/同行动向),让高层觉得你懂他的业务。周期按季度算,保持每周一次触达节奏。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「银联的同学,对客户010产品经理感兴…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!最近整理了一份培训在同类企业的实践案例,有几个做法跟贵司情况很像,发您参考。另外想约您15分钟电话,聊聊客户怎么跟你们的业务目标结合——这周哪天方便?</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 85.3,94.0 38.7,94.0 30.6,51.8" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>100</i></div><div class="frow"><span>内线支持</span><i>80</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow"><span>客户规模</span><i>90</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:银联的同学,对客户010产品经理感兴趣,客户034的采购报销,客户033来付钱,已在内部咨询。同步@朱会芹 客户035客户036联系是否有集体采购需求。
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+
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+
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+下次跟进时间:2026-08-06</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户047-客户048</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">62</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+<span class="badge">跟进承诺已过期(2026-07-14)</span>
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+<div class="strategy">【攻坚】大客户信号(决策人/规模/预算)——高层破冰,带行业案例触达,每周固定一次节奏</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>大客户攻坚不追单、追关系:每次触达带一个「对客户有用」的信息(行业案例/同行动向),让高层觉得你懂他的业务。周期按季度算,保持每周一次触达节奏。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!最近整理了一份培训在同类企业的实践案例,有几个做法跟贵司情况很像,发您参考。另外想约您15分钟电话,聊聊客户怎么跟你们的业务目标结合——这周哪天方便?</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 91.3,52.5 80.1,86.9 46.5,83.4 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>70</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow"><span>客户规模</span><i>60</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:客户052客户051客户050
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+考虑可以和混沌合作科学家创业辅导的项目,目前中科院的生物医药孵化器已经开设了一个班,情况:
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+科技投资人学员人数:43人*地域分布:全国班,北京、上海以及长三角地区的学员占70%。*行业背景:1/3是专业私募股权基金合伙人(专业投资人),超过1/3(班级中最大多数)客户049的传统行业企业家/二代接班人(过往有丰富的投资经验,是投资机构的投资人),剩余部分为大型国资投资机构的负责人及科创企业创始人。*学历背景:认知水平较高。75%以上都是硕士、博士学历。
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+
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+
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+
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+
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+
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+
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+
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+
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+下次跟进时间:2026-07-14</pre></details></div>
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+</section>
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+<section class="zone" id="zone-C">
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+<div class="zone-head" style="border-left:6px solid #0d9488">
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+<div class="zone-title"><span>🧩</span>方案<span class="zone-count" style="background:#0d9488">3</span>
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+<span class="zone-act" style="color:#0d9488">排方案时间</span></div>
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+<div class="zone-desc">复杂需求需预留方案时间 · 区内按赢面分降序</div></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户045-客户046</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">65</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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|
+<span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-07-17)</span>
|
|
|
+<div class="strategy">【方案】需求复杂需定制——预留3天~2周方案设计期,给默认档期催反馈,超2周约通话当面过方案</div>
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>方案期沉默≠拒绝,多数在内部流转。用「默认选项+限时钩子」:给两个具体档期让客户选,比问「考虑得怎么样」有效;超2周直接约30分钟通话当面过方案。</p></div>
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|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!之前发的客户方案您和团队看得怎么样了?我把方案里两个常问的点(费用构成/落地节奏)整理了一下,一并发您。近期有两个可选档期,意向确定的话我先帮您占一个,后面调整也灵活。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 91.3,52.5 65.1,66.3 39.5,93.0 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow"><span>客户规模</span><i>60</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#电话#
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+沟通内容: - 能力提升优先级:客户方提出管理能力分为工具执行、管理认知两个层面,核心需优先拔高管理者的管理认知,支撑其做出正确决策。
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+ - 参训人员规模:客户方共设 8 个部门,本次拟参训的核心中层管理者共 4 - 5 人,暂不覆盖全部部门管理人员。
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+
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+
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+
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+
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+- 内训适配条件:定制内训需匹配 20 人以上的参训规模,当前 4 - 5 人的体量会导致单位培训成本过高,暂不推荐。
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+ - 公开班:当前面向管理认知提升方向的公开班开设频次较低,后续将同步现有可匹配的项目资料供客户筛选。
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+
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+
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+
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+下次跟进时间:2026-07-17</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001-客户088</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">53</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:55%;background:#d97706"></div></div><span class="mbv">55</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:50%;background:#d97706"></div></div><span class="mbv">50</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
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+<span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-04-12)</span>
|
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|
+<div class="strategy">【方案】需求复杂需定制——预留3天~2周方案设计期,给默认档期催反馈,超2周约通话当面过方案</div>
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>方案期沉默≠拒绝,多数在内部流转。用「默认选项+限时钩子」:给两个具体档期让客户选,比问「考虑得怎么样」有效;超2周直接约30分钟通话当面过方案。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「- CRM 系统现状与需求:云客与校…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!之前发的客户方案您和团队看得怎么样了?我把方案里两个常问的点(费用构成/落地节奏)整理了一下,一并发您。近期有两个可选档期,意向确定的话我先帮您占一个,后面调整也灵活。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 85.0,54.5 74.9,79.8 36.1,97.6 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>70</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#在线会议#
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+沟通内容:- CRM 系统现状与需求:云客与校管家结合
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+
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+
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+【 客户010 课程需求与规划:】
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+- 课程覆盖范围:客户希望开发针对一年级到高二学生的 客户010 相关课程,涵盖日常补习、寒暑假集训和研学等多个场景,提升学生对 客户010 的认知和应用能力。
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+ - 课程含金量要求:强调课程必须具有较高的含金量,能够吸引家长选择,为学生提供有价值的学习体验。
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+ - 课程实施计划:计划在春假、秋假和寒暑假开展短期集训和研学活动,通过 客户010 课程培养学生的创新思维和实践能力。
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+
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+
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+推荐通过 90 天的 客户010 院学习和陪跑,为客户定制课程体系,包括课程框架、商业模式和产品矩阵,确保课程的可行性和市场竞争力。
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+
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+
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+同步本期课程的时间安排和费用
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+
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+
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+
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+下次跟进时间:2026-04-12</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001-客户083</span><span class="rightbox"><span class="stage">意向</span>
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+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
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+<span class="badge">跟进承诺已过期(2026-04-08)</span>
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+<div class="strategy">【方案】需求复杂需定制——预留3天~2周方案设计期,给默认档期催反馈,超2周约通话当面过方案</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>方案期沉默≠拒绝,多数在内部流转。用「默认选项+限时钩子」:给两个具体档期让客户选,比问「考虑得怎么样」有效;超2周直接约30分钟通话当面过方案。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!之前发的客户方案您和团队看得怎么样了?我把方案里两个常问的点(费用构成/落地节奏)整理了一下,一并发您。近期有两个可选档期,意向确定的话我先帮您占一个,后面调整也灵活。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 89.2,53.2 71.1,74.5 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>70</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#方案呈现#
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+触达方式:#微信#
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+沟通内容:提交课程大纲,等客户反馈
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+
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+
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+
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+下次跟进时间:2026-04-08</pre></details></div>
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+</section>
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+<section class="zone" id="zone-E">
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+<div class="zone-head" style="border-left:6px solid #16a34a">
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+<div class="zone-title"><span>🌱</span>黄金窗口<span class="zone-count" style="background:#16a34a">14</span>
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+<span class="zone-act" style="color:#16a34a">本周保温</span></div>
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+<div class="zone-desc">创建≤30天已有跟进 · 区内按赢面分降序</div></div>
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+<div class="card">
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|
+<div class="card-top"><span class="cname">客户001-客户002</span><span class="rightbox"><span class="stage">意向</span>
|
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|
+<span class="scorechip" style="background:#16a34a">92</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:73%;background:#d97706"></div></div><span class="mbv">73</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
|
|
|
+<span class="badge">阶段刚复活</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(5天内)已首轮跟进,但已0天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,18.0 92.5,52.1 87.9,97.6 58.9,66.3 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>100</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>100</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
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|
+触达方式:#微信#
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|
+沟通内容:下周二上午,约董事长和主讲教练面谈,客户提供脱敏的背景材料,请候选教练现场与项⽬负责⼈讨论他会如何设计这个项⽬、他判断难点在哪⾥。认为这⽐⼀场准备好的试讲更能判断契合度。
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+
|
|
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+
|
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+下次跟进时间:2026-09-12</pre></details></div>
|
|
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+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户013</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#16a34a">83</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">阶段刚复活</span><span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-08-30)</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(12天内)已首轮跟进,但已12天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,23.7 91.3,52.5 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
|
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+沟通内容:
|
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+沟通陪跑期满后续费方案:频次变成双周,另外再申请赠送2个客户010产品经理的线下课名额。反馈这一年对我们的支持力度和相机对我们的尽责尽力,我们都是很感谢的。
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+
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+
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+目前主要招了一名系统开发整体拉通,老宋要整体看看,应该还会继续陪跑的,下周和相机讨论会继续讨论下目标和需求,也考虑是否能用置换方式。
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+
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+
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+下次跟进时间:2026-08-30</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户003-客户014</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#16a34a">82</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:93%;background:#16a34a"></div></div><span class="mbv">93</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2026-09-04)</span><span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(17天内)已首轮跟进,但已7天未推进——本周内换角度再触达,月底前定性</div>
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
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|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「具体人员还在梳理,预计15-20个名…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,21.1 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>100</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
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|
+触达方式:#微信#
|
|
|
+沟通内容:具体人员还在梳理,预计15-20个名额的
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-09-04</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007-客户019</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#16a34a">75</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2026-08-23)</span><span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(19天内)已首轮跟进,但已19天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「二代个人学习,找学习资源,了解混沌公…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:二代个人学习,找学习资源,了解混沌公开班产品,下周约时间具体介绍
|
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|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-08-23</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户011-客户012</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">74</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+<span class="badge">阶段刚复活</span><span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-08-30)</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(12天内)已首轮跟进,但已12天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「对客户010增长战略课感兴趣,咨询老…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,23.7 78.7,56.6 65.1,66.3 36.1,97.6 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:对客户010增长战略课感兴趣,咨询老学员有优惠吗
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|
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+
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+
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+下次跟进时间:2026-08-30</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户015-客户020</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#d97706">71</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-08-20)</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(22天内)已首轮跟进,但已22天未推进——本周内换角度再触达,月底前定性</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「直播回放,反馈很有收获。上次客户01…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
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+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 78.7,56.6 65.1,66.3 36.1,97.6 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
|
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+沟通内容:直播回放,反馈很有收获。上次客户010院结束,落地了客户010获客系统开发和应用,运营管理系统开发,日常客户010咨询。
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+
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+
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+推荐产品经理课程
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+
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+
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+
|
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+
|
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+下次跟进时间:2026-08-20</pre></details></div>
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户015-客户016</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">69</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span><span class="badge">跟进承诺已过期(2026-08-23)</span><span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(19天内)已首轮跟进,但已19天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
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|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「直播内容基本上能够消化,现在也在学客…』上下文) · 发前请按实际情况改称呼与细节</b>
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|
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+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
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|
+触达方式:#微信#
|
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|
+沟通内容:直播内容基本上能够消化,现在也在学客户010产品,做客户010产品。推荐客户010产品经理项目
|
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+
|
|
|
+
|
|
|
+下次跟进时间:2026-08-23</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户009</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">64</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:87%;background:#16a34a"></div></div><span class="mbv">87</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">阶段刚复活</span><span class="badge">跟进承诺已过期(2026-08-30)</span><span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(12天内)已首轮跟进,但已12天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,23.7 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:1个小时直播类的客户010实操课程,类似怎么管好客户010,带领团队用客户010提效的方法
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+根据我的观察目前大家反正各自用各自的工具吧,有豆包的、work body的 ,然后使用的程度、方法也都不一样
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+想看看是不是有相关工具的介绍 然后重点介绍1-2个工具怎么可以用的更好地方法
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+我们有飞书,但是我感觉大家还是在用自己的一些客户010工具,飞书的话我们可以邀请飞书的人来培训,我觉得如果邀请外部 就想看看现在外面有什么好的工具,或者外部常见1-2个工具怎么用的更好
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+
|
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+
|
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+
|
|
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+
|
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|
+下次跟进时间:2026-08-30</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户018</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">64</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2026-08-23)</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(19天内)已首轮跟进,但已19天未推进——本周内换角度再触达,月底前定性</div>
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|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「负责市场,高级营销经理,目前正在寻找…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 78.7,56.6 65.1,66.3 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:负责市场,高级营销经理,目前正在寻找创新机会,对客户017感兴趣。
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+
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+
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+
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+下次跟进时间:2026-08-23</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户015-客户021</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">64</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
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+<span class="badge">跟进承诺已过期(2026-08-20)</span>
|
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+<div class="strategy">【黄金窗口】新商机(22天内)已首轮跟进,但已22天未推进——本周内换角度再触达,月底前定性</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
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|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「课程是好课程 我们现在主要是缺实战项…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 78.7,56.6 65.1,66.3 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:
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+课程是好课程
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+我们现在主要是缺实战项目,如果手上正好有项目来参加这个,学习完了项目也搞完了,这样是最好的。乙方,客户023,我想再等等吧,等老师手上攒更多的学生案例后再报名。去年报的客户022一期,学习来后对自己提升不是很明显。
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+
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+
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+
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+某老师专业度很棒
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+我这边最近在弄鸿蒙产品,等这个弄完了,下一个产品考虑加入这个学习;
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+
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+
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+
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+下次跟进时间:2026-08-20</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户024-客户025</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#d97706">60</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
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|
+<span class="badge">跟进承诺已过期(2026-08-17)</span><span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(25天内)已首轮跟进,但已25天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
|
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|
+触达方式:#微信#
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|
+沟通内容:同步教授大课,反馈:我计划会去。但是不确定那个时期人是不是在上海,只能靠近了再确定。谢谢
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+
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+
|
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+
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+下次跟进时间:2026-08-17</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户026</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">60</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">跟进承诺已过期(2026-08-17)</span><span class="badge">低置信:跟进记录信息少</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(26天内)已首轮跟进,但已26天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「在了解需求,是不是可以被满足,内部还…』上下文) · 发前请按实际情况改称呼与细节</b>
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|
|
+<div class="scripttxt">您好!上次聊完客户,有位跟您情况类似的学员刚结课,反馈不错,笔记整理出来发您参考。最近一期班期快截止了,这期想上的话我提前帮您留位。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:
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+在了解需求,是不是可以被满足,内部还要多轮沟通,需要有个钩子给他们,让他们知道我们大概上什么课,否则没法直接就请老师跟他们聊
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+
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+
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+
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+给货架电商和品牌的同学培训怎么用workbuddy做数据分析。但最底层的出发点是,让前台的同学们都知道workbuddy能帮助他们从哪些角度提效
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+
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+下次跟进时间:2026-08-17</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户024-客户028</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">50</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:30%;background:#9ca3af"></div></div><span class="mbv">30</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:25%;background:#9ca3af"></div></div><span class="mbv">25</span></div></div>
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+<span class="badge">客户暂缓信号</span><span class="badge">跟进承诺已过期(2026-08-14)</span>
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|
|
+<div class="strategy">【黄金窗口】新商机(28天内)已首轮跟进,但已28天未推进——本周内换角度再触达,月底前定性</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「同步27年大课信息,反馈现在还太早了…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!上次您提到「同步27年大课信息,反馈现在还太早了,无法确定」,理解。最近有个客户的体验活动,不涉及报名,先感受下内容,链接发您,有空看看?后续有合适时点咱们再聊。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 74.6,57.9 65.1,66.3 58.9,66.3 51.5,58.6" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>20</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>25</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
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|
+触达方式:#微信#
|
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+沟通内容:同步27年大课信息,反馈现在还太早了,无法确定
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+
|
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+
|
|
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+
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+下次跟进时间:2026-08-14</pre></details></div>
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户024-客户029</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">50</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:30%;background:#9ca3af"></div></div><span class="mbv">30</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:25%;background:#9ca3af"></div></div><span class="mbv">25</span></div></div>
|
|
|
+<span class="badge">客户暂缓信号</span><span class="badge">跟进承诺已过期(2026-08-13)</span>
|
|
|
+<div class="strategy">【黄金窗口】新商机(29天内)已首轮跟进,但已29天未推进——本周内换角度再触达,月底前定性</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>首轮反馈平淡很正常,本月内换角度再触达一次再定性:换内容(案例/学员评价)或换形式(活动邀约),不重复上一次的话。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「争取一起团报,应该不会那么快决定,现…』上下文) · 发前请按实际情况改称呼与细节</b>
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|
+<div class="scripttxt">您好!上次您提到「争取一起团报,应该不会那么快决定,现在对大家来说太早了。」,理解。最近有个客户的体验活动,不涉及报名,先感受下内容,链接发您,有空看看?后续有合适时点咱们再聊。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,26.8 74.6,57.9 65.1,66.3 58.9,66.3 51.5,58.6" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>100</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>80</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>20</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>25</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
|
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+触达方式:#微信#
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|
+沟通内容:争取一起团报,应该不会那么快决定,现在对大家来说太早了。问提前锁票的想法,反馈简单可复制,且有意义,比如送送线上会员,这个大家肯定抢疯了。上次口碑比之前好多了,之前的大课尽管没去,但是身边人都会分享,之前2次,明显低于期待,好内容才是真需求。
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+
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+
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+
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+下次跟进时间:2026-08-13</pre></details></div>
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+</section>
|
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+<section class="zone" id="zone-D">
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+<div class="zone-head" style="border-left:6px solid #6b7280">
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+<div class="zone-title"><span>⚪</span>观察名单<span class="zone-count" style="background:#6b7280">95</span>
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+<span class="zone-act" style="color:#6b7280">月度激活</span></div>
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+<div class="zone-desc">长期无进展低活跃 · 区内按赢面分降序</div></div>
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+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户022-客户063</span><span class="rightbox"><span class="stage">意向</span>
|
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|
+<span class="scorechip" style="background:#d97706">70</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:90%;background:#16a34a"></div></div><span class="mbv">90</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:42%;background:#9ca3af"></div></div><span class="mbv">42</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
|
|
|
+<span class="badge">阶段刚复活</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,22.4 87.1,53.8 72.9,77.0 36.1,97.6 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>100</i></div><div class="frow"><span>阶段推进</span><i>100</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#在线会议#
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+沟通内容:本次会议为抖音平台BI+客户010经营中枢系统搭建项目的需求澄清与协作方案沟通会,内容如下:
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+- 项目需求与基础信息确认: - 试点平台基础参数
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+ - 店铺与账号配置:抖音侧共4-6个自营店铺,配套十几二十个自营千川账号,仅部分账号通过服务商开户,不影响后续数据对接。
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+ - 数据对接范围:抖店订单、千川投流、财务对账单等通过官方API对接,罗盘、万店通、蝉妈妈数据通过对应采集方案接入。
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+ - 数据更新规则:默认采用T+1更新模式,每日凌晨完成前一日数据采集校验,早8点前输出报告;实时数据可采集但存在偏差。
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+ - 终端适配规则:系统支持网页端访问,同时兼容手机端响应式展示,可随时查看数据、接收系统推送的各类报告。
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+
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+
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+客户原希望参加客户010院实战营,目前方案费用超过预算,如果单纯看预算,直接去买一个系统也差</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户057-客户162</span><span class="rightbox"><span class="stage">意向</span>
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+<span class="scorechip" style="background:#d97706">70</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
|
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+<span class="badge">转介绍来头</span>
|
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|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 87.9,97.6 36.1,97.6 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>100</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
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+沟通方式:微信
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+沟通内容:刘宇推荐,去年拜访过,团队在做新业务,推荐客户017系统学,创始人想安排团队高管学习,高管不怎么响应,一直没落实下来。前一段时间做了腰椎间盘手术,一直在休息,最近好一些了,今天询问近期课程,已发5月课程日历@胡凌
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户041-客户042</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">68</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「零基础,手搓搓不了 完全不懂。bas…』上下文) · 发前请按实际情况改称呼与细节</b>
|
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|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 91.3,52.5 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:零基础,手搓搓不了 完全不懂。base杭州,推荐客户010岗位提效和客户010产品经理,优先岗位提效2人,8月20号再看 因为28号29号有客户043安排。
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+
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+
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+下次跟进时间:2026-07-24</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户017-客户056</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#d97706">64</span></span></div>
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:58%;background:#d97706"></div></div><span class="mbv">58</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,36.5 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:某总上客户057,李爽下周过去再提。上次跟某总提了工作坊的事,还没在他日程,很忙,在公司业务上
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+
|
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+
|
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+
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+下次跟进时间:2026-08-14</pre></details></div>
|
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+<div class="card">
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+<div class="card-top"><span class="cname">客户017-客户131</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">62</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
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|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 36.1,97.6 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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|
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+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
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+触达方式:#微信#
|
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+沟通内容:对接人:moana
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+
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+内容:同步秋季班学习安排,建议团队学习,复盘今年战略+明年规划
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+
|
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+客户反馈:内部沟通一下
|
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+
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+下一步动作:下周继续跟进
|
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+
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+
|
|
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+
|
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|
+下次跟进时间:2025-08-26</pre></details></div>
|
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户001-客户092</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">61</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:95%;background:#16a34a"></div></div><span class="mbv">95</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「客户074的话,很多同事之前都是去过…』上下文) · 发前请按实际情况改称呼与细节</b>
|
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|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 95.5,51.1 65.1,66.3 37.4,95.8 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow"><span>客户规模</span><i>90</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:客户074的话,很多同事之前都是去过的,所以不用讲太多关于客户074的文化、历史之类的,更多的还是聚焦在经营方面能够给的借鉴。主要就是招商营运企划岗位线下是50人左右,线上人就比较多了2000人。压缩成一个小时的讲授、轻互动的授课方式
|
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+
|
|
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+
|
|
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+已给课纲
|
|
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+
|
|
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+
|
|
|
+问了一下领导这边的意见,可能下周的时间点不适合这个课程,后续有需求我再跟您说
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+
|
|
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+
|
|
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+
|
|
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+
|
|
|
+下次跟进时间:2026-02-01</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户057</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">60</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:78%;background:#16a34a"></div></div><span class="mbv">78</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 82.2,89.8 36.1,97.6 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>55</i></div><div class="frow"><span>预算状态</span><i>100</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>现场拜访,hr对领教背景要求高,希望懂智能制造buy in 钱baibai。赛道小而散,毛利低。目前业务线的一号位都在客户065,客户043的在内部的营里,目前可能送出来的4-5个游轮上参加了探索流,体感一般。客户163籍,公司不报销,学习是自己的事情,推荐他们参加线上学习营,每个月发送活动海报。接下来的动作:沙龙活动要求hr,和某老师详谈。客户164内部创业状态,属于疯狗跳</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户030- 客户038</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">57</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「咨询近期客户039,推荐客户010产…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:咨询近期客户039,推荐客户010产品经理,
|
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|
+
|
|
|
+发送资料,持续跟进
|
|
|
+下次跟进时间:2026-08-02</pre></details></div>
|
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|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户030-客户040</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">57</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「base辽宁,平时也会来上海出差。咨…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#电话#
|
|
|
+沟通内容:base辽宁,平时也会来上海出差。咨询岗位提效,目前自己已经在用客户010做编程的小程序了,推荐客户010产品经理高级,看完资料后再跟进。
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-07-24</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户061-客户025</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">57</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「最近会外出上海,这期我会先错过哦 继…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:最近会外出上海,这期我会先错过哦 继续关注中
|
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+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-07-05</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户121</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">56</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:75%;background:#16a34a"></div></div><span class="mbv">75</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 87.9,97.6 58.9,66.3 30.6,51.8" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>100</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:对接人:云光总
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+
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+内容:
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+组织了商会25家企业参加23日客户010巡讲,由商会集中付款。如果参加之后,商会企业觉得内容好,商会考虑请老师进商会来授课。 @胡凌 社长 @照相机先生
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+
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+
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+
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+客户反馈:
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+
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+下一步动作:
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+
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+
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+
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+
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+下次跟进时间:2025-08-20</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户072-客户073</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#d97706">54</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:38%;background:#9ca3af"></div></div><span class="mbv">38</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+
|
|
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+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
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|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,45.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:同步客户0749月班期
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-09-01</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户003-客户101</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#d97706">54</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:80%;background:#16a34a"></div></div><span class="mbv">80</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:95%;background:#16a34a"></div></div><span class="mbv">95</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 95.5,51.1 71.1,74.5 37.4,95.8 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow"><span>客户规模</span><i>90</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#在线会议#
|
|
|
+沟通内容:针对全员学习,office3000人,内容涉及客户010、时间管理、精力管理、情绪和压力等,不要高深的内容,要全员都可接受。推荐12门课程
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+
|
|
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+
|
|
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+
|
|
|
+下次跟进时间:2025-11-17</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户022-客户139</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">54</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:55%;background:#d97706"></div></div><span class="mbv">55</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「现在最重要的问题是营销获客,推荐客户…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 76.2,81.6 36.1,97.6 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>55</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
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+<pre>#商机跟进模板#
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+沟通方式:客户043
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+沟通内容:现在最重要的问题是营销获客,推荐客户022和营销营,活动现场表示考虑报名@胡凌 @照相机先生
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户017-客户110</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#d97706">53</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 36.1,97.6 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
|
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+触达方式:#微信#
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+沟通内容:对接人:客户110
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+
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+内容:推进客户017秋季班报名
|
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+
|
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+客户反馈:
|
|
|
+目前前两个模块的时间都有冲突,了解直接上第三模块是否合适 ,不太推荐
|
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+
|
|
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+下一步动作:
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+需要下一个班的时间,推进先入学。
|
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+
|
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+
|
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+
|
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+
|
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+下次跟进时间:2025-09-10</pre></details></div>
|
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+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007-客户136</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">53</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:38%;background:#9ca3af"></div></div><span class="mbv">38</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「推荐客户010岗位提效和产品经理课程…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,45.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:推荐客户010岗位提效和产品经理课程,邀约直播学习
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-09-01</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户171</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">53</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「适合国有企业一把手听的客户010线下…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 80.1,86.9 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>70</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:适合国有企业一把手听的客户010线下课程,推荐某老师、沈淦课程,说发给某院长看,邀约3月客户010发布会
|
|
|
+下次跟进时间:2025-02-25</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户022-客户109</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">52</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:对接人:客户109
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+
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+内容:外贸类型企业,对客户010不太熟悉,主要的应用场景是平台上的图片、视频处理,数字人,业务层的一些客户010工具入门,发送相应的课程介绍
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+
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+客户反馈:想看下线下课程的视频,了解老师水平
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+
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+下一步动作:推荐下次来参加线下活动
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+
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+
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+
|
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+
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+下次跟进时间:2025-09-15</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户022-客户140</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#d97706">52</span></span></div>
|
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「10月要生了,对客户010院课程感兴…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:10月要生了,对客户010院课程感兴趣,已发送资料介绍
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-08-12</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户053</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">51</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「客户看了方案,他们就想去墨西哥一家企…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 65.1,66.3 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:客户看了方案,他们就想去墨西哥一家企业。渠道反馈如果只去这一家,无法成行。
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-07-20</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户041-客户062</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">51</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「邀约7月客户010岗位提效,反馈这几…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 65.1,66.3 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
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+触达方式:#微信#
|
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+沟通内容:邀约7月客户010岗位提效,反馈这几天出差了,这次又赶不上了,下次看看吧
|
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+
|
|
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+
|
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+
|
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+下次跟进时间:2026-07-25</pre></details></div>
|
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户104-客户105</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#d97706">50</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:50%;background:#d97706"></div></div><span class="mbv">50</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「客户106最近一次什么时候开班及优惠…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 74.9,79.8 36.1,97.6 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:客户106最近一次什么时候开班及优惠价格,d需要继续跟进。
|
|
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+
|
|
|
+
|
|
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+
|
|
|
+下次跟进时间:2025-11-09</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户054-客户055</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">49</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:58%;background:#d97706"></div></div><span class="mbv">58</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「同步大课信息,邀约客户010产品经理…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,36.5 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>60</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:同步大课信息,邀约客户010产品经理直播
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-08-18</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">49</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「会议讨论了国企新能源业务发展方向不明…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 80.1,86.9 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>70</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
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|
+沟通方式:在线会议
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+沟通内容:会议讨论了国企新能源业务发展方向不明的现状,探讨新能源业务如光伏、储能、电力交易等结合方式,还交流混沌客户017课程是否适合助力业务发展,具体如下:
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+新能源业务情况:业务开展时间:公司 2023 年 11 月成立,正经做业务约一年。业务设立背景:因国家出台宁夏碳汇等政策,且公司属国家林业草原局,对绿电感兴趣,客户147开展业务。当前业务规模:在上海,公司充电桩业务规模较大,客户149超过 500 万装,全部上线后规模可观,但从营收和投入看,客户145占比小,需扩大规模。业务发展困境:新能源车保有量、网约车和货拉拉数量有限,仅靠建充电桩难以实现业务无限增长。业务探索方向:不局限于充电桩及围绕充电客户做文章,想涉足电力交易、虚拟电厂等领域。混沌客户017课程介绍:课程模式:采用三师制授课模式,线上由混沌创办人李善友教授讲客户150底层系统方法论;</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户096-客户095</span><span class="rightbox"><span class="stage">意向</span>
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+<span class="scorechip" style="background:#9ca3af">48</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:25%;background:#9ca3af"></div></div><span class="mbv">25</span></div></div>
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+<span class="badge">客户暂缓信号</span>
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+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「稍微搁置一下,提案了一部分 老板觉得…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 80.1,86.9 58.9,66.3 51.5,58.6" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>70</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>25</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#方案呈现#
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+触达方式:#微信#
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+沟通内容:稍微搁置一下,提案了一部分
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+老板觉得这个项目没那么紧急,因此先放一放
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+
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+
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+
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+下次跟进时间:2026-03-09</pre></details></div>
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+<div class="card">
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|
+<div class="card-top"><span class="cname">客户001-客户086</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
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+<span class="badge">转介绍来头</span>
|
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|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:
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+目前需求不清晰,但又需要课程具有针对性
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+反馈去年第一次培训前调研过,业务老大自己都说不清需求
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+
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+
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+发了一些推荐课程,请HR先跟他们每个部门的老大访谈一下
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+
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+
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+
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+
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+下次跟进时间:2026-04-08</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001-客户087</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#在线会议#
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+沟通内容:数字化能力基本具备,客户端到供应商端的交易流程已数字化打通,有一定智能化,但未达到 客户010 基础。
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+
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+
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+- 客户010 应用情况:公司在个人与大模型互动方面有一定尝试,如自己部署平台,可查询订单物流、发货情况及进行商品匹配,但数据质量影响匹配效果;数仓建设未完成,智能问数领域未启用;智能定价偏规则配置。
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+
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+ - 业务结构:公司业务以 to b 为主,平台下单占营收的 1/10。
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+
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+- 后续工作计划
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+
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+ 客户010 战略制定:制定 客户010 战略,从降本增效和增长维度分析商业模型,寻找机会点,形成闭环,并拆解战略结合现有能力落地。
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+
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+创新战略讨论:与团队沟通后,讨论是否在当下启动创新项目、何时启动、如何切入市场,以及未来一到两年的战略规划
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+
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+
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+
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+
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+
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+
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+
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+下次跟进时间:2026-03-20</pre></details></div>
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户007-客户135</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「认可大福的课程,觉得很有收获,其实现…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
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+沟通方式:微信
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+沟通内容:认可大福的课程,觉得很有收获,其实现在最大诉求,一个人能干,ai赋能营销,然后找机会赋能客户043赛道,比如养老之类。不想走传统营销的路子,不想搞啥团队协作啥的,不需要团队了,累。视频团队还在,也已经优化到没几个人了
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+挺想学coze搭建的,虽然小红书b站也有,感觉看就比较累,有老师手把手教就很好,比如:智能体搭建这种,具体实操的课程。推荐沈攀课,和自己行程冲突。@胡凌 社长
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+
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户022-客户138</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「最近得了肺炎,得休息,估计不太能参加…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
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|
+沟通内容:最近得了肺炎,得休息,估计不太能参加这次学习了,后续可以保持沟通@照相机先生 @胡凌
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|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「4月新财年初 很多计划还没定,考虑下…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow"><span>体验过产品</span><i>100</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:4月新财年初 很多计划还没定,考虑下一期的客户022,创新经理人可持续跟进。@胡凌
|
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|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户156-客户001</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
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+沟通方式:客户043
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+沟通内容:除了这些专业方面的课程,有没有针对管理层的管理、经营思维提升的课程?我们今年想多安排些管理层出去学习
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+推荐某老师课程,约时间沟通课程具体
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户007</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#9ca3af">47</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+<span class="badge">转介绍来头</span>
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+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
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+沟通方式:微信
|
|
|
+沟通内容:推荐商业思维课,反馈和领导们沟通下
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|
+下次跟进时间:2025-05-16</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户068-客户069</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:28%;background:#9ca3af"></div></div><span class="mbv">28</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「回访spark学园,反馈老板最近迷上…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,49.7 78.7,56.6 80.1,86.9 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>70</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:回访spark学园,反馈老板最近迷上了华为
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+
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+
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+下次跟进时间:2026-07-08</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户022-客户082</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「【业务模式】 - 产品与销转:客户从…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>100</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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|
+商机跟进节点:#需求沟通#
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+触达方式:#电话#
|
|
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+沟通内容:【业务模式】
|
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+ - 产品与销转:客户从事知识付费类产品,产品端和销转环节已有成功案例,但流量端依赖外部合作,不稳定且合作不愉快。
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+ - 团队规模:公司目前仅两人,从前到后均由自己完成业务,有兼职人员负责课程录播和私域社群运营,业务以线上课为主。
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+
|
|
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+
|
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+【业务痛点】
|
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+ - 流量掌控:希望将流量握在自己手中,减少对外部合作的依赖,但搭建流量端较为麻烦。
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+ - 技术掌握:不信任外部合作,希望自己学习相关技能,以便更好地掌控业务。
|
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+
|
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+
|
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+需要用客户010构建企业营销能力,目前企业2人,要在招聘一个执行的人,介绍客户039。
|
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+
|
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+
|
|
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+
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+下次跟进时间:2026-04-12</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户072-客户122</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:对接人:某总
|
|
|
+
|
|
|
+内容:同步客户074最新班期
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-09-10</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「沈攀公开课感觉有些内容感觉不是很匹配…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:沈攀公开课感觉有些内容感觉不是很匹配,想参加陪跑项目
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户003</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「希望能在线履约,员工福利不能只是吃吃…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:希望能在线履约,员工福利不能只是吃吃喝喝,学习类只找了我们一家,6月底要确定技术方案,最好是能上线。@刘晓峰
|
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+
|
|
|
+
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户074-客户134</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:同步9月班期
|
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+
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+
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|
+下次跟进时间:2025-09-05</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户080-客户062</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:同步9月班期
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-09-05</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「邀约客户010联盟,邀请入学客户01…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
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+<pre>#商机跟进模板#
|
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+沟通方式:微信
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|
|
+沟通内容:邀约客户010联盟,邀请入学客户017,参与6月8日答辩。
|
|
|
+下次跟进时间:</pre></details></div>
|
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|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 91.3,52.5 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>整理酸奶哥最新课纲,下周发给客户。</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001—客户010</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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+<span class="scorechip" style="background:#9ca3af">46</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:55%;background:#d97706"></div></div><span class="mbv">55</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户—客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 76.2,81.6 58.9,66.3 20.2,48.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>55</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>100</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#在线会议#
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+沟通内容:对接人:海斌
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+
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+内容:目前需要打造企业客户010落地,作为无锡的重点企业,拿到政府的资源倾斜。
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+
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+
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+下一步动作:了解到曹大大对客户010智能制造和政府补贴项目有落地经验,邀约海斌总周日来客户010嘉年华和曹大大现场沟通。@照相机先生
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+
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+
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+
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+下次跟进时间:2025-09-18</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户065/客户017-客户066</span><span class="rightbox"><span class="stage">活动邀约</span>
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|
+<span class="scorechip" style="background:#9ca3af">45</span></span></div>
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:28%;background:#9ca3af"></div></div><span class="mbv">28</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:30%;background:#9ca3af"></div></div><span class="mbv">30</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:100%;background:#16a34a"></div></div><span class="mbv">100</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
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+<span class="badge">转介绍来头</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「咨询客户065,告诉第一模块已经开学…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
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+<div class="scripttxt">您好!我们客户/客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,49.7 74.6,57.9 65.1,66.3 36.1,97.6 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>20</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow"><span>来头(转介/复购)</span><i>100</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:咨询客户065,告诉第一模块已经开学了,反馈我不一定是最近去,因为最近事情会比较多。如果可以的话,我可能会在今年下半年或者是明年上半年。
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+
|
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+
|
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+同时介绍客户017,推荐可以先来客户057学习。
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+
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+下次跟进时间:2026-06-18</pre></details></div>
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户003</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">45</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf" style="width:90%;background:#16a34a"></div></div><span class="mbv">90</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「客户010整体产品介绍,针对全员的客…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 38.7,94.0 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow"><span>客户规模</span><i>90</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
|
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+沟通方式:#在线会议#
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+沟通内容:客户010整体产品介绍,针对全员的客户010项目,从普通员工到高层都要覆盖,不同层级覆盖内容有差异。
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+数据安全:企业担心涉及业务数据、客户洞察等敏感信息,希望用本地部署的千万模型。
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+
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+
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+已提交试听申请,安排2个虚拟试听账号。@刘晓峰
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+
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+
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+
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+
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户058-客户059</span><span class="rightbox"><span class="stage">活动邀约</span>
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|
+<span class="scorechip" style="background:#9ca3af">44</span></span></div>
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:48%;background:#9ca3af"></div></div><span class="mbv">48</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「入企服务可能没那么快推进,一个是因为…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,40.9 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>70</i></div><div class="frow"><span>跟进间隔</span><i>30</i></div><div class="frow"><span>阶段推进</span><i>45</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:入企服务可能没那么快推进,一个是因为最近咱们也比较忙,另一个是可能也需要更多的时间思考,所以咱们还是先按照原来客户010院的学习节奏推进。
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+
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+
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+
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+下次跟进时间:2026-07-12</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户041-客户070</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">44</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:70%;background:#d97706"></div></div><span class="mbv">70</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「这一期时间太紧张,考虑下次参加,老板…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 80.1,86.9 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>70</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:这一期时间太紧张,考虑下次参加,老板、开发主管,业务主管 3个人
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-05-14</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户085</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">44</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:42%;background:#9ca3af"></div></div><span class="mbv">42</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 72.9,77.0 58.9,66.3 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:提交课程方案,反馈想先聚焦OpenClaw和扣子2.0这两期
|
|
|
+
|
|
|
+
|
|
|
+了解费用,1.5万/次(2小时),还没反馈结果
|
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+
|
|
|
+
|
|
|
+
|
|
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+
|
|
|
+下次跟进时间:2026-04-19</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">44</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
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+<pre>##商机#跟进记录#
|
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+商机跟进节点:#需求沟通#
|
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+触达方式:#微信#
|
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+沟通内容:对接人:臻臻
|
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+
|
|
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+内容:对齐秋季班时间
|
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+
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+客户反馈:第二模块10.18时间不行,要做生日线下课
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+
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+下一步动作:看下一期时间,再邀约
|
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+
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+
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+
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+下次跟进时间:2025-08-18</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户160</span><span class="rightbox"><span class="stage">意向</span>
|
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|
+<span class="scorechip" style="background:#9ca3af">44</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「同步最新客户074好想你游学安排,反…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
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+沟通方式:微信
|
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|
+沟通内容:同步最新客户074好想你游学安排,反馈看下时间安排
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户132-客户133</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">43</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:73%;background:#d97706"></div></div><span class="mbv">73</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「同步客户116销9月班时间,反馈那一…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 92.5,52.1 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:同步客户116销9月班时间,反馈那一周都在外地,周六才回上海
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-09-05</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户043</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">43</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:73%;background:#d97706"></div></div><span class="mbv">73</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「跟进内容:客户074班期确定,3月班…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 92.5,52.1 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow"><span>紧迫性</span><i>100</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#建联阶段#
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+跟进方式:电话
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|
+跟进内容:客户074班期确定,3月班,已锁定时间
|
|
|
+客户意向度:
|
|
|
+客户规模:
|
|
|
+所处行业:
|
|
|
+下一步动作:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户003-客户097</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">41</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:50%;background:#d97706"></div></div><span class="mbv">50</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「了解最新课表和价格政策,给客户试听,…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 74.9,79.8 58.9,66.3 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:了解最新课表和价格政策,给客户试听,最好有实体卡
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-12-13</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户100</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">41</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:50%;background:#d97706"></div></div><span class="mbv">50</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 74.9,79.8 58.9,66.3 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#电话#
|
|
|
+沟通内容:人员管理 人才梯队 储备/战略方向,未达预期
|
|
|
+商业模式:2B出海游戏应用、跨境电商代理
|
|
|
+痛点:与同行差异不大,陷入了价格和拓客能力的低维度竞争,利润空间被严重挤压
|
|
|
+顾虑点:时间因素,开年比较忙还在忙招聘和人才的事情
|
|
|
+建议:现从战略着手,后面的才会更顺
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-03-04</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户155</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">41</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:50%;background:#d97706"></div></div><span class="mbv">50</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:65%;background:#d97706"></div></div><span class="mbv">65</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 74.9,79.8 58.9,66.3 34.8,53.2" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow"><span>预算状态</span><i>50</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow"><span>触达深度</span><i>65</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#电话#
|
|
|
+沟通内容:26年培训预算已经批,策划mini mba项目
|
|
|
+设计框架方案和课程
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-03-18</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户077-客户076</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">40</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:85%;background:#16a34a"></div></div><span class="mbv">85</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「对客户072感兴趣,但这次时间不行,…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 26.4,50.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>85</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
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|
+触达方式:#微信#
|
|
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+沟通内容:对客户072感兴趣,但这次时间不行,马上出长差了
|
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+
|
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+
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+
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+下次跟进时间:2026-04-17</pre></details></div>
|
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+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户085</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「邀约Lanco和田行参加客户057毕…』上下文) · 发前请按实际情况改称呼与细节</b>
|
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|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:邀约Lanco和田行参加客户057毕业模块试听/答辩场,表示要问一下田行
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-05-10</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:家里人生病,等梳理好,参加下次的课程
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户080</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「确定一下6月研学的时间,和朋友2个人…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
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|
+沟通内容:确定一下6月研学的时间,和朋友2个人一起。
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户158-客户080</span><span class="rightbox"><span class="stage">意向</span>
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+<span class="scorechip" style="background:#9ca3af">39</span></span></div>
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
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|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>同步7月游学团时间安排,邀约学习</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户157</span><span class="rightbox"><span class="stage">意向</span>
|
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+<span class="scorechip" style="background:#9ca3af">38</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 87.1,53.8 71.1,74.5 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
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|
+<div class="card-top"><span class="cname">客户001</span><span class="rightbox"><span class="stage">意向</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">37</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:60%;background:#d97706"></div></div><span class="mbv">60</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf" style="width:35%;background:#9ca3af"></div></div><span class="mbv">35</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf" style="width:25%;background:#9ca3af"></div></div><span class="mbv">25</span></div></div>
|
|
|
+<span class="badge">客户暂缓信号</span>
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 87.1,53.8 71.1,74.5 58.9,66.3 51.5,58.6" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow"><span>需求明确度</span><i>60</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>60</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow"><span>决策人接触</span><i>35</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow"><span>客户主动性</span><i>25</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:某总还没回复,助理反馈因为最近年底了,各种会议什么的比较多,要制定26的各种计划,可能就会慢一点
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+
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+
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+下次跟进时间:2025-12-01</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户041-客户075</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:了解客户010岗位课程,自己操作不行,询问是否可以带员工来学习。
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-04-19</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007-客户078</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「客户010需求:开发新客户,社交媒体…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:客户010需求:开发新客户,社交媒体发文案,视频,GEO发资料,剪视频
|
|
|
+
|
|
|
+
|
|
|
+4月份的安排已经满了,看看5月或者6月
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-04-17</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户080—客户081</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户—客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:在排时间
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-05-14</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户001-客户084</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:有没有进阶版本的龙虾课程,一些成熟的skill技能包的落地,已经成熟应用于企业业务流或者业务场景的介绍和教学
|
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+
|
|
|
+
|
|
|
+邀请龙虾活动了解课程/约老师单独沟通
|
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+
|
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+
|
|
|
+
|
|
|
+
|
|
|
+下次跟进时间:2026-04-02</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「对曾小军课程感兴趣,考虑报名,已发报…』上下文) · 发前请按实际情况改称呼与细节</b>
|
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|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:对曾小军课程感兴趣,考虑报名,已发报名海报
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+
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+
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+下次跟进时间:2026-01-19</pre></details></div>
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户017-客户094</span><span class="rightbox"><span class="stage">活动邀约</span>
|
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|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
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|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「黄城想让无双学客户017,现在打的是…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
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|
+沟通内容:黄城想让无双学客户017,现在打的是传奇,第一曲线技术在传奇的基础上面更多的聚焦于这种怀旧类 IP 的,刚好这一波人在现在的市场上面是属于70后、80后,有钱没时间,希望快速的通过钱能够去解决游戏上面的这种爽感的问题;也会有未来的第二曲线,因为传奇的这个 IP, 它未来一定是会随着这个时间慢慢的消退。表示找时间和他聊一下
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+
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+
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+
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+下次跟进时间:2026-01-18</pre></details></div>
|
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+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户003-客户098</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>##商机#跟进记录#
|
|
|
+商机跟进节点:#需求沟通#
|
|
|
+触达方式:#微信#
|
|
|
+沟通内容:了解试听反馈,还未明确回复。
|
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|
+
|
|
|
+
|
|
|
+下次跟进时间:2025-12-28</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户108</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#电话#
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+沟通内容:对接人:景程
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+
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+内容:目前负责创新业务,和企业的客户010化,自己已经学习了很系统的客户039,目前弟弟负责老业务,想安排弟弟来客户057学习
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+
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+
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+
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+下次跟进时间:2025-10-09</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户001</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
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|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「想请沈攀老师进企业辅导,约下半周在线…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
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|
+沟通方式:客户043
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|
+沟通内容:想请沈攀老师进企业辅导,约下半周在线会议沟通需求。@胡凌 社长
|
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|
+下次跟进时间:</pre></details></div>
|
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|
+<div class="card">
|
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|
+<div class="card-top"><span class="cname">客户007-客户137</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「沈攀老师的课程暂时不考虑,袁国平老师…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:沈攀老师的课程暂时不考虑,袁国平老师的课,我会再考虑一下
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户077</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「一般提前一个季度排出差行程。五月份已…』上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
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+沟通方式:微信
|
|
|
+沟通内容:一般提前一个季度排出差行程。五月份已经排了,之后有游学项目方便的时候 可以早些发出来。
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+下次跟进时间:</pre></details></div>
|
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户080- 客户142</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:3月冲突,参加4月
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户153-客户116</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:袁琳朋友,一起上客户116
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户154-客户007</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>#商机跟进模板#
|
|
|
+沟通方式:微信
|
|
|
+沟通内容:公开班时间同步
|
|
|
+下次跟进时间:</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户161</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术(结合「目前就开展了一个公募基金业务专业的内…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
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+沟通方式:微信
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+沟通内容:目前就开展了一个公募基金业务专业的内容,今年可能不开展客户010+领导力了,下半年看吧~上半年现在都得忙招聘~
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户065-客户169,客户168</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#9ca3af">31</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+
|
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|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
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+沟通方式:微信
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+沟通内容:发送25年客户065介绍和安排,没有明确表态是否参与@胡凌
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+下次跟进时间:</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户030-客户067</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
|
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+<div class="card-top"><span class="cname">客户041-葛</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
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|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户007-客户079</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户099</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户103</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户065-客户107</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017-客户125</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户080-客户128</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户077</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户143</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
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+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户151-客户132 客户152</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户017</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户124-客户150</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户165-客户166</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
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|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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|
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
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+<pre>(系统内无跟进记录)</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户167</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户039-客户170</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">29</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:18%;background:#9ca3af"></div></div><span class="mbv">18</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:40%;background:#9ca3af"></div></div><span class="mbv">40</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
|
|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,54.1 78.7,56.6 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
|
|
|
+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>0</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow miss"><span>紧迫性</span><i>待补</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
|
|
|
+<pre>(系统内无跟进记录)</pre></details></div>
|
|
|
+<div class="card">
|
|
|
+<div class="card-top"><span class="cname">客户096-客户102</span><span class="rightbox"><span class="stage">活动邀约</span>
|
|
|
+<span class="scorechip" style="background:#9ca3af">26</span></span></div>
|
|
|
+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:30%;background:#9ca3af"></div></div><span class="mbv">30</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
|
|
|
+
|
|
|
+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
|
|
|
+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
|
|
|
+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
|
|
|
+<div class="talk-sec script-sec"><b>💬 建议话术 · 发前请按实际情况改称呼与细节</b>
|
|
|
+<div class="scripttxt">您好!我们客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
|
|
|
+<div class="detailwrap">
|
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|
+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 74.6,57.9 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>20</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>##商机#跟进记录#
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+商机跟进节点:#需求沟通#
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+触达方式:#微信#
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+沟通内容:觉得某老师风格不太合适,希望是幽默风趣的 或者气场强一些的能压制得住的那种
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+
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+
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+今年也差不多结束了 也来不及这个月做培训了 就暂时放到明年再考虑了
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+
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+
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+了解夏日老师的课程
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+
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+
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+
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+下次跟进时间:2025-12-12</pre></details></div>
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+<div class="card">
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+<div class="card-top"><span class="cname">客户017/客户007-客户126</span><span class="rightbox"><span class="stage">活动邀约</span>
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+<span class="scorechip" style="background:#9ca3af">26</span></span></div>
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+<div class="bars"><div class="mb"><span class="mbl">时间</span><div class="mbt"><div class="mbf" style="width:22%;background:#9ca3af"></div></div><span class="mbv">22</span></div><div class="mb"><span class="mbl">需求</span><div class="mbt"><div class="mbf" style="width:30%;background:#9ca3af"></div></div><span class="mbv">30</span></div><div class="mb"><span class="mbl">决策</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">资产</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div><div class="mb"><span class="mbl">互动</span><div class="mbt"><div class="mbf miss"></div></div><span class="mbv missv">待补</span></div></div>
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+
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+<div class="strategy">【观察名单】长期无进展——不占日常精力,配合下次公开课/群发月度激活</div>
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+<details><summary>沟通策略 · 话术 · 赢面详情</summary>
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+<div class="talk-sec"><b>🧭 沟通策略</b><p>观察名单不逐条跟进,走月度批量激活:绑定期班或活动群发一次,有回应自动升级重新分析,无回应下月不再打扰。</p></div>
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+<div class="talk-sec script-sec"><b>💬 建议话术(结合「客户127的,今年在上客户104,活…』上下文) · 发前请按实际情况改称呼与细节</b>
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+<div class="scripttxt">您好!我们客户/客户新一期课程定档了,资料发您一份。近期有学习或企业培训计划的话随时找我。</div><button class="copybtn">复制话术</button></div>
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+<div class="detailwrap">
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+<div class="radarbox"><svg width="124" height="118" viewBox="0 0 124 124"><polygon points="62.0,47.5 75.8,57.5 70.5,73.7 53.5,73.7 48.2,57.5" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,33.0 89.6,53.0 79.1,85.5 44.9,85.5 34.4,53.0" fill="none" stroke="#e5e7eb" stroke-width="1"/><polygon points="62.0,18.0 103.8,48.4 87.9,97.6 36.1,97.6 20.2,48.4" fill="none" stroke="#e5e7eb" stroke-width="1"/><line x1="62" y1="62" x2="62.0" y2="18.0" stroke="#e5e7eb"/><line x1="62" y1="62" x2="103.8" y2="48.4" stroke="#e5e7eb"/><line x1="62" y1="62" x2="87.9" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="36.1" y2="97.6" stroke="#e5e7eb"/><line x1="62" y1="62" x2="20.2" y2="48.4" stroke="#e5e7eb"/><polygon points="62.0,52.3 74.6,57.9 65.1,66.3 58.9,66.3 57.0,60.4" fill="rgba(37,99,235,.16)" stroke="#2563eb" stroke-width="1.5"/><circle cx="65.1" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="58.9" cy="66.3" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><circle cx="57.0" cy="60.4" r="3" fill="#fff" stroke="#9ca3af" stroke-width="1.3" stroke-dasharray="2 1.5"/><text x="62.0" y="8.0" text-anchor="middle" font-size="9.5" fill="#6b7280">时间</text><text x="116.2" y="47.4" text-anchor="start" font-size="9.5" fill="#6b7280">需求</text><text x="95.5" y="111.1" text-anchor="start" font-size="9.5" fill="#6b7280">决策</text><text x="28.5" y="111.1" text-anchor="end" font-size="9.5" fill="#6b7280">资产</text><text x="7.8" y="47.4" text-anchor="end" font-size="9.5" fill="#6b7280">互动</text></svg></div>
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+<div class="fwrap"><div class="fgroup"><b>时间态势</b><div class="frow"><span>商机年龄</span><i>40</i></div><div class="frow"><span>跟进间隔</span><i>10</i></div><div class="frow"><span>阶段推进</span><i>15</i></div></div><div class="fgroup"><b>需求匹配</b><div class="frow miss"><span>需求明确度</span><i>待补</i></div><div class="frow"><span>紧迫性</span><i>20</i></div><div class="frow"><span>方案进展</span><i>40</i></div></div><div class="fgroup"><b>决策链预算</b><div class="frow miss"><span>决策人接触</span><i>待补</i></div><div class="frow miss"><span>预算状态</span><i>待补</i></div><div class="frow miss"><span>内线支持</span><i>待补</i></div></div><div class="fgroup"><b>客户资产</b><div class="frow miss"><span>来头(转介/复购)</span><i>待补</i></div><div class="frow miss"><span>客户规模</span><i>待补</i></div><div class="frow miss"><span>体验过产品</span><i>待补</i></div></div><div class="fgroup"><b>互动质量</b><div class="frow miss"><span>触达深度</span><i>待补</i></div><div class="frow miss"><span>客户主动性</span><i>待补</i></div></div></div></div>
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+<pre>#商机跟进模板#
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+沟通方式:微信
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+沟通内容:客户127的,今年在上客户104,活动也蛮多的,考虑明年来上课。
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+下次跟进时间:</pre></details></div>
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+</section>
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+ <div class="panel" style="margin-top:26px">
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+ <h2>📌 口径与说明</h2>
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+ <div class="footnote">
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+ <b>话术使用说明:</b>话术由规则+上下文自动生成,<b>发送前务必核对称呼、课程名、班期与承诺细节</b>——AI 只见文字记录,不见聊天全貌;话术是草稿不是定稿。103/143 条引用了上次沟通的具体内容,其余因摘要信息不足用通用版(也提示了补记录的方向)。<br>
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+ <b>赢面分:</b>五维各 0-100 加权合成;因素待补按已知项归一化,<b>信息越少分越不可信</b>(覆盖<35% 亮「低置信」)。本次分布:高 ≥75 共 6 / 中 50-74 共 50 / 低 <50 共 87。<br>
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+ <b>分区优先级:</b>时钟警报(M/N/Z)先于内容判断;Z 区覆盖内容分区。同区内按赢面分降序。人工改判:编辑 <code>overrides.json</code> 后重跑本工具。<br>
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+ <b>badges:</b>节奏预警=快赢但>7天未推进;跟进承诺已过期=记录写了下次跟进时间但已过今天;阶段刚复活=14天内换过阶段;转介绍来头;客户暂缓信号=降速不硬推;低置信=信息少。<br>
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+ <b>边界:</b>列表接口无金额字段;仅限本机个人复盘使用,外发前需脱敏。数据源:卫瓴CRM(2026-09-12,归属人=欧班,stage≠100)。
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+ </div>
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+ </div>
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+</div>
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+<script>
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+const fb = document.querySelectorAll('.fbtn, .stat');
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+fb.forEach(b => b.addEventListener('click', () => {
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+ const z = b.dataset.zone;
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+ fb.forEach(x => x.classList.toggle('active', x === b));
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+ document.querySelectorAll('.zone').forEach(s => {
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+ s.style.display = (z === 'all' || s.id === 'zone-' + z) ? '' : 'none';
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+ });
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+ if (z !== 'all') document.getElementById('zone-' + z).scrollIntoView({behavior:'smooth', block:'start'});
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+}));
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+document.addEventListener('click', e => {
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+ const btn = e.target.closest('.copybtn');
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+ if (!btn) return;
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+ const txt = btn.parentElement.querySelector('.scripttxt').textContent;
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+ const done = () => { btn.textContent = '✓ 已复制'; setTimeout(() => btn.textContent = '复制话术', 1600); };
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+ if (navigator.clipboard && navigator.clipboard.writeText) {
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+ navigator.clipboard.writeText(txt).then(done).catch(() => fallback());
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+ } else fallback();
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+ function fallback() {
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+ const ta = document.createElement('textarea');
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+ ta.value = txt; document.body.appendChild(ta); ta.select();
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+ try { document.execCommand('copy'); done(); } catch(err) { btn.textContent = '请手动复制'; }
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+ ta.remove();
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+ }
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+});
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+</script>
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+</body>
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+</html>
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