Parent: Jarvis
The customer moves through these consultation stages (stored in Stage.hubspot_consultation_status_name)
stateDiagram-v2 [*] --> NoStatus: Booking Created NoStatus --> ConsultationConfirmed: Pre-call ConsultationConfirmed --> Complete: Call Conducted ConsultationConfirmed --> NoShow: Customer Absent ConsultationConfirmed --> MissedCall: Both Absent ConsultationConfirmed --> Cancelled: Booking Cancelled Complete --> Sale: Successful Complete --> NoSaleFollowUp: Maybe Later Complete --> NoSaleDead: Not Interested Complete --> CannotProceed: Dental Issues Complete --> FailedFinance: Finance Declined Sale --> [*]: Deal Created NoSaleFollowUp --> ConsultationConfirmed: Rebook
Stage constants (from assignment/constants.py:
-
No Status- Initial booking state -
Consultation Confirmed- Ready for call -
Complete- Call finished (in-call) -
Sale- Successful sale -
No Show- Customer didn’t attend -
Missed Call- Neither party joined -
No Sale - Follow Up- Potential future sale -
No Sale - Dead- Lost opportunity -
Cannot Proceed/Cannot Proceed - Follow Up- Dental issues -
Failed Finance- Finance declined -
Cancelled- Booking cancelled