Asuransi Jiwa Sequis Life, PT (AJSL)
Sequis
-
Client ID
25
-
Client Name
Asuransi Jiwa Sequis Life, PT
-
Alias
Sequis
-
Initial
AJSL
-
Account Manager
Sjamsul Harun, Levitasari Darmawan
-
Industry
Insurance
-
Address
Sequis Center Lt. 3, Jl. Jend.sudirman No. 71 Jakarta 12190
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 028/AJSL-SH/I/25 | Professional In Action Training Series | Proposal | IDR 88,850,000 |
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 260/AJSL-PL/IX/18 | One Team One Goal One Spirit One Sequis | Deal Lost | IDR 582,820,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Claudia | Training dept | 08111765482 | d.yukihiro.takemoto.39d@law001.lawson.co.jp |
| Dhody | HR | 0813-8379-9000 | doddy.bessie@sequislife.com |
| Siti Syarifah | HRD - Training | 08118251189 | siti.syarifah@sequislife.com |
| Stefanus Kurniadi | Learning & Develpoment - HR Dept | +62 815-8770-159 | stefanus.kurniadi@sequislife.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|
Perkenalan dan follow up kebutuhan dengna bu siti dan pak stefanus
chat to share the nearest public class
chat bu siti to say happy eid mubarak
Chat pak adi to follow up proposal
Still no news from pic, change the schedule to Q2Click here for proposal detail
Chat pak stefanus to follow up the proposal and try to have meeting
chat pak adi to follow up proposal
Email proposal to pak adi
Prepare proposal profesional in action training series consist of 3 training program
Proposal created with number 028/AJSL-SH/I/25Click here for proposal detail
meeting with pak adi
chat pak adi to arrange meeting. Its agree at Thursday 2 pm by online
Chat bu siti for courtesy
Email proposal discussion paper to pak adi and offer presentation meeting
Prepare discussion paper for training service excellence
chat pak adi for courtesy in the beginning year
chat pak adi to share PSDM training program
share the category program of team excellence and offer presentation to pak adi
share team excellence program category to bu siti
share information about customer focused process improvement training program to bu siti
chat pak adi to inform customer focused process improvement training program
chat bu siti to inform training critical core mindset
Chat pak stefanus to share information about Critical Core Skills training program
chat bu siti to say happy ied fitri
share public class to pak Adi.
Call Pak Adi to inform Amazing Race training program
Chat Bu Siti to share articles
Chat Pak Adi to share article about leadership
Chat pak Adi to inform CX training program
Chat Pak Adi to inform Professional Etiquette training program
Chat Pak Adi to share invitation of SQC webinar
Chat pak Stefanus to inform public class in June & July
Chat Bu Siti to say happy eid mubarak
Chat Pak Adi to inform training program, Effective Leadership
Chat bu Siti to send SQCI article's
Chat pak Adi to inform PC in march
Send courtessy email to Pak Adi
Chat bu Siti to inform public class schedule
Chat pak Adi to inform shedule of public class in 2023
Chat Pak Stefanus to say happy new year...
Chat pak Stefanus to offer catalogue program
Chat bu Siti to offer catalogue program
Call pak Stefanus to say hello
Chat bu Siti to inform TTT training program
Asking about invoice. Still in process, maximal this week
for 3 peoplesClick here for proposal detail
Email the confirmation letter
Proposal created with number 234/AJSL-SH/IX/22Click here for proposal detail
Chat pak Stefanus to f/u public class
Chat pak Adi to inform registration link
Chat pak Adi to inform there is seat open for public class on 30 Sept. They plan to send 3 people to join public class.
Chat bu Siti Syarifah to update data....
Chat pak Adi to inform public class changes...
Chat pak Stefanus / Pak Adi to say hello
Chat pak Doddy to introduce
Call bu Claudia but her number can not be reach
Email pak Doddy to introduce and request meeting
Chat pak Stefanus to inform public class
Chat pak Stefanus to introduce as new AM
Perkenalan dxengan pak Stefanus, pak Stefanus request program catalogue utk 2022. Sudah diberikan dan sedang di review
Ibu Siti Syarifah tidak ada response lagi, contact Pak Dhody, perkenalan dan share Program catalogue
Perkenalan ke PIC baru ibu Siti Syarifah, greetings SQCI
Info dari Pak Andre, sampai saat ini manajemen belum menginfokan ada kebutuhan training, minta di follow up kembali maret saja
Greetings ke Pak Andre dan team, explore training plan 2022
Share jadwal PC ke Pak Andre
Follow up call terkait kebutuhan training Business Communication Skill dan Presentation Skill, tidak ada jawaban
Follow up message ke Pak Andre menanyakan info update mengenai kebutuhan training Business Communication Skill dan Presentation Skill, menunggu jawaban beliau
Info dari Pak Andre sepertinya awal tahun akan ada kebutuhan training terkait Business Communication skill dan Presentation skill. Waktu pelaksanaan dan detailnya akan dikabari lebih lanjut
Explore opportunity dengan Pak Andre Agustar, beliau harus confirm ke manajemen dulu terkait training
Perkenalan dengan Pak Andre Agustar
Blm ada info lagi. jadi pending aja dl Click here for proposal detail
Sudah di follow up ke Bu Syarifah. Namun blm direspon. Click here for proposal detail
Follow up. Proposal sudah diterima dan akan direview dl.
Proposal created with number 265/AJSL-PL/XII/20Click here for proposal detail
Bu Syahrifah ada kebutuhan training service untuk cs dan call centre. Dia minta tolong untuk dikirimkan proposalnya
Bu Maulidya info kalau payment sudah dilakukan. Oke forward bukti payment ke ci mei.
info soal jadwal pc ke Pak Doddy. Pak Doddy akan sounding ke team
Dear Bapak Doddy, Selamat siang Pak. Terima kasih atas partisipasinya dalam Webinar "Managing Customer Experience (CX) Post Covid19" tanggal 1 Juli 2020 lalu. Kami sangat berharap materi yang disampaikan dalam Webinar memberikan value kepada Bapak serta menginspirasi bagaimana perusahaan bersiap menghadapi transisi dalam waktu dekat dengan melakukan berbagai inisiatif yang diperlukan, termasuk salah satunya pengalaman pelanggan (CX). Apabila Bapak memerlukan dukungan SQCI dalam mengaplikasikannya di Sequis Life, silakan mereview file terlampir untuk mendapatkan gambaran besar program Customer Experience ini, dan kami terbuka untuk berdiskusi atau brainstorm dengan Bapak untuk memberikan solusi yang sesuai bagi Sequis Life. Atas perhatiannya saya ucapkan terima kasih dan stay healthy :)
Send materi webinar ke 1 orang peserta
Reminder Webinar IKJ
Dear Bu Maulidya, Terkait dengan pendaftaran Sequis Life untuk join Webinar tgl 1 JUli 2020, berikut ini saya kirimkan invoice dan dokumen pendukung lainnya. 1. Invoice & Official Receipt 2. NPWP 3. Surat Perlakuan Bebas PPN Semua file kami kirimkan dalam bentuk softcopy dikarenakan kondisi work from home. Jika kami sudah beroperasi kembali kami akan kirimkan file aslinya. Untuk selanjutnya, pada h-1 yaitu besok kami akan kirimkan confirmation letter untuk peserta yang berisi link zoom dan detail informasi perihal webinar. Atas perhatian dan kerjasamanya kami ucapkan terima kasih Bu Maulidya & stay healthy :)
Request invoice di bulan juniClick here for proposal detail
Daftar 1 orang Click here for proposal detail
Bu Maulidya minta dikirimkan invoice untuk webinar ikj. send surat penawaran dulu untuk di ttd.
ganti nama pt jadi sequis lifeClick here for proposal detail
info soal special rate buy 1 get 1 free. Pak Doddy sudah ajukan form training ke kantor semoga sudah ada approval.
Pak Doddy tanya soal potongan harga. Jelasin. Dia planning akan ajak temannya untuk join webinar ini
Pak Adi tanya per pax berapa dan maksudnya dapat potongan 200.000 itu apa. Jelasin. Nanti coba di discuss dulu di internal Sequis
Infoin kalo udah kirim email informasi webinar ikj tgl 1 juli. Pak Doddy akan coba diajukan ke company dulu
invite free webinar open house ke pak Adi
remind webinar besok
Info trial elearning lms + free webinar
info trial elearning lms + free webinar ke Pak Adi
Lagi pandemic gini kemungkinan training di pendingClick here for proposal detail
Lagi pandemic gini kemungkinan training di pendingClick here for proposal detail
Proposal masih di atasannya untuk direviewClick here for proposal detail
Proposal masih di atasannya untuk direviewClick here for proposal detail
Dimundurin ke Januari 2020Click here for proposal detail
Dimundurin ke Januari 2020Click here for proposal detail
Blm ada jadwal meeting lagiClick here for proposal detail
Blm ada jadwal meeting lagiClick here for proposal detail
TIdak jadi mengadakan team building. Dari management belum memprioritaskan training dulu
pending dari management
Rencananya berubah menjadi 30 orang
Proposal created with number 260/AJSL-PL/IX/18
pak Dhody minta proposal team building untuk 300 orang running awal 2019
Send program service development series
Info soal program baru sqc.
Untuk saat ini customer experiencenya di portponed dulu krn mau fokus ke strategic nya dulu mulai dari KPI dll