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The package supports lead tracking and qualification, gathering information to assess organizational suitability for POP services, and handling the application flow. It includes a customer request form, terms and conditions, an interview template for structured lead evaluation, and an interim list of target events to advertise POP and generate leads.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/d31-customer-direct-tools-version-21/256917/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/d31-customer-direct-tools-version-21/256917.png","ImageObject",442,249,{"name":88,"@type":89},"Valentina","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the D3.1 Customer Direct Tools deliverable?","Question",{"text":109,"@type":110},"It provides the tools the consortium uses to track and qualify leads, collect information for suitability assessment, and decide whether to offer POP services. It also includes an interim events list to advertise POP and generate leads.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How are potential POP users expected to request access to POP services?",{"text":114,"@type":110},"Leads are generated through direct marketing and attendance at appropriate events. Interested organizations can express interest by completing a web form requesting access to POP services.",{"name":116,"@type":107,"acceptedAnswer":117},"What information is collected during the customer request and assessment process?",{"text":118,"@type":110},"Applicants complete a customer request form and must accept the POP service Terms & Conditions. A later short, structured interview using a template gathers further information to enable the consortium to assess whether POP services should be offered.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},256917,1791608856,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":79},13056703020460,"https://ap-avatar.wpscdn.com/avatar/be000253dac470eee5d?_k=1778207105932848923","D3.1 Customer Direct Tools Version 2.1  \nDocument Information  \n\n| Contract Number | 676553 |\n| --- | --- |\n| Project Website | [www.pop-coe.eu](www.pop-coe.eu) |\n| Contractual Deadline | M3, December 2015 |\n| Dissemination Level | Public |\n| Nature | Web-based collateral |\n| Author | NAG |\n| Contributor(s) | BSC |\n| Reviewer | BSC |\n| Keywords | Marketing, CRM, Events |\n\nNotices:  \nThe research leading to these results has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No “676553”.  \n􀀁 2015 POP Consortium Partners. All rights reserved.  \nChange Log  \n\n| Version | Author | Description of Change |\n| --- | --- | --- |\n| V1.0 | Mike Dewar | Initial Draft |\n| V1.1 | Mike Dewar | Update after BSC review |\n| V1.2 | Mike Dewar | Update after Maria Toth’s comments |\n| V2.0 | Sally\u003Cbr>Bridgwater | Minor edits after EC Check |\n| V2.1 | Sally\u003Cbr>Bridgwater | Update after BSC review |\n\nTable of Contents  \nExecutive Summary..................................................................................................................4  \n1. Introduction ......................................................................................................................4  \n2. Tools..................................................................................................................................4  \n2.1 Customer Request Form ...............................................................................................4  \n2.2 Terms & Conditions .......................................................................................................5  \n2.3 Customer Interview Template........................................................................................5  \n2.4 POP Community Database ...........................................................................................6  \n2.5 List of Events .................................................................................................................8  \nAcronyms and Abbreviations............................................................................................... 10  \nExecutive Summary  \nThis deliverable constitutes the tools to be used by the Consortium to track leads and customers, qualify leads, and to collect information needed to decide whether or not to offer a POP service to an organisation. It also contains an interim list of events which the Consortium may target to advertise POP and generate leads.  \n1. Introduction  \nPart of the role of WP3 is to identify potential users of the POP service (leads), identify which leads are worth pursuing, and collect enough information for the Consortium to decide whether they are suitable for POP services.  \nLeads will be generated through direct marketing and attendance at appropriate events. It is anticipated that potential users will either make direct contact with individual members of the Consortium or will express interest in POP by completing a web form requesting access to POP services ( [https://pop-coe.eu/request-service-form](https://pop-coe.eu/request-service-form) ) .  \nThe next stage in the process is for a WP3 member of the Consortium to conduct a short interview with the lead, to collect more information about their application to allow an assessment to be made by the Consortium as to whether or not to offer them one or more POP services. The interview will be structured around a short template, to ensure that the information needed to make this assessment is available, but will also be used as an opportunity to seek other potential users of POP. If the application is successful, WP4-6 will take over at this point. If the applicants are unsuccessful then the reasons for this will be fed back to them with, if appropriate, suggestions for remedial action to allow re-submission of their request.  \nThere is clearly a strong connection between the work of WP3 in the area of community development, and the work of WP7 in produci","cbCaivE5gFeQqbda","https://ap.wps.com/l/cbCaivE5gFeQqbda","pdf",1488471,10,"English","# Executive Summary\n# Introduction\n# Tools\n## Customer Request Form\n## Terms & Conditions\n## Customer Interview Template\n## POP Community Database\n## List of Events\n# Acronyms and Abbreviations","[{\"question\":\"What is the purpose of the D3.1 Customer Direct Tools deliverable?\",\"answer\":\"It provides the tools the consortium uses to track and qualify leads, collect information for suitability assessment, and decide whether to offer POP services. It also includes an interim events list to advertise POP and generate leads.\"},{\"question\":\"How are potential POP users expected to request access to POP services?\",\"answer\":\"Leads are generated through direct marketing and attendance at appropriate events. Interested organizations can express interest by completing a web form requesting access to POP services.\"},{\"question\":\"What information is collected during the customer request and assessment process?\",\"answer\":\"Applicants complete a customer request form and must accept the POP service Terms \\u0026 Conditions. A later short, structured interview using a template gathers further information to enable the consortium to assess whether POP services should be offered.\"}]","D3.1 Customer Direct Tools - Version 2.1 | PDF",1789309040]