Customer Journey - Ortiz Partners
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Storyline Lead: Global Skills
Ortiz Partners
Journey Timeline - Currently in C Pool
Day 1
Lead created and assigned to C Pool
AI Score after this behavior: 0
Day 1
Viewed AI nurture engine product documentation
AI Score after this behavior: 12
+12
pts
Day 3
Watched Cultural Insights Demo video
AI Score after this behavior: 32
+20
pts
Day 5
Clicked real-time translation feature card
AI Score after this behavior: 42
+10
pts
Day 7
High Value
Day 7 High-Value Behavior: Day 7 High-Value Behavior: Repeatedly watched Cultural Insights Demo
AI Score after this behavior: 43
+1
pts
Profile & Initial Pool
Customer
Ortiz Partners
Industry: Consulting · Region: Mexico
Initial Pool
C Pool
Auto classified based on profile
Current Pool
C Pool
Upgraded after Day 7 behavior