UJ-M-021: Contact a Company (Generate Lead)

Member contacts a company through the directory, generating a lead

Journey Overview

Attribute	Value
Journey ID	UJ-M-021
Actor	Member
Goal	Contact a company to inquire about services
Trigger	Member finds company of interest in directory
Outcome	Lead generated and delivered to company/sponsor

Preconditions

• Member is logged in
• Company profile exists and allows contact
• Company has lead capture enabled

Journey Flow

Detailed Steps

1. View Company Profile

   Member views company in directory and decides to make contact.

   Contact Options:

   • “Contact Company” button (primary)
   • Direct email link (if displayed)
   • Phone number (if displayed)
   • Website link
2. Open Contact Form

   Clicking “Contact Company” opens inquiry form:

   ┌─────────────────────────────────────────────────────────────┐
   │ Contact Acme Consulting                                     │
   ├─────────────────────────────────────────────────────────────┤
   │                                                             │
   │ Your Details (pre-filled from profile)                      │
   │ ──────────────────────────────────────                      │
   │ Name: John Smith                                            │
   │ Email: [e-mail]                                       │
   │ Phone: [phone]                                         │
   │ Company: ABC Corp                                           │
   │                                                             │
   │ Your Inquiry                                                │
   │ ─────────────                                               │
   │ Subject: [Select a topic ▼]                                 │
   │ • General Inquiry                                           │
   │ • Request Quote                                             │
   │ • Schedule Consultation                                     │
   │ • Partnership Opportunity                                   │
   │                                                             │
   │ Message:                                                    │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │                                                         │ │
   │ │                                                         │ │
   │ │                                                         │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ ☐ I consent to sharing my contact details with this        │
   │   company for follow-up purposes.                           │
   │                                                             │
   │ [Cancel]  [Send Inquiry]                                    │
   │                                                             │
   └─────────────────────────────────────────────────────────────┘
   
3. Complete Form

   Form fields:

   Field	Pre-filled	Required
   Name	Yes (from profile)	Yes
   Email	Yes	Yes
   Phone	Yes (if available)	Configurable
   Company	Yes (if available)	Configurable
   Subject	No	Yes
   Message	No	Yes
   Consent	No	Yes

   Additional Fields (optional, company-configurable):

   • Budget range
   • Timeline
   • Project type
   • How did you hear about us
4. Submit Inquiry

   Member clicks “Send Inquiry”:

   1. Form validated
   2. Lead record created
   3. Confirmation displayed to member
   4. Lead delivered to company
5. Member Confirmation

   Success message shown:

   ┌─────────────────────────────────────────────────────────────┐
   │ ✅ Inquiry Sent                                             │
   ├─────────────────────────────────────────────────────────────┤
   │                                                             │
   │ Your inquiry has been sent to Acme Consulting.              │
   │                                                             │
   │ What happens next:                                          │
   │ • The company has been notified of your inquiry             │
   │ • They will typically respond within 1-2 business days      │
   │ • Check your email for their response                       │
   │                                                             │
   │ Reference: INQ-2025-12345                                   │
   │                                                             │
   │ [Back to Directory]  [View My Inquiries]                    │
   │                                                             │
   └─────────────────────────────────────────────────────────────┘
   

   Email Confirmation:

   • Copy of inquiry sent to member
   • Reference number included
   • Company contact info (if public)
6. Lead Delivered to Company

   Company receives lead via:

   Email Notification:

   • Member name and contact info
   • Inquiry subject and message
   • Member profile summary
   • Quick response button

   Sponsor Portal:

   • Lead appears in Leads dashboard
   • Full member details
   • Ability to respond, track, archive

   CRM Integration:

   • Lead pushed to Salesforce/HubSpot
   • Tagged with source “Directory”

Lead Data Captured

Data Point	Description
Member Info	Name, email, phone, company
Member Profile	Job title, location, interests
Inquiry Details	Subject, message
Source	Directory listing
Timestamp	When submitted
Company	Receiving company

Member’s Inquiry History

Members can view their sent inquiries:

┌─────────────────────────────────────────────────────────────┐
│ My Inquiries                                                │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ March 15, 2025                                              │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Acme Consulting                                         │ │
│ │ Subject: Request Quote                                  │ │
│ │ Status: Sent • Ref: INQ-2025-12345                      │ │
│ │ [View Details]                                          │ │
│ └─────────────────────────────────────────────────────────┘ │
│                                                             │
│ March 10, 2025                                              │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Tech Solutions Inc                                      │ │
│ │ Subject: Partnership Opportunity                        │ │
│ │ Status: Sent • Ref: INQ-2025-12300                      │ │
│ │ [View Details]                                          │ │
│ └─────────────────────────────────────────────────────────┘ │
│                                                             │
└─────────────────────────────────────────────────────────────┘

Privacy Considerations

• Consent required before sharing data
• Member can opt out of data sharing
• Data retention policies apply
• Member can request inquiry deletion

Related Entities

• Company Profile
• User/Member

Related Journeys

• UJ-M-020
• UJ-S-012

Acceptance Criteria

Frontend

• Contact button on company profiles
• Contact form modal/page
• Pre-filled member details
• Subject dropdown
• Message textarea
• Consent checkbox
• Success confirmation
• My Inquiries list
• Form validation

Backend

• POST /api/directory/companies/{id}/contact - Submit inquiry
• GET /api/member/inquiries - List member’s inquiries
• Lead record creation
• Email notifications (both parties)
• CRM integration (if enabled)

Permissions

• Only authenticated members can contact
• Rate limiting on contact submissions

Business Rules

• Consent required to proceed
• Lead attributed to company
• Duplicate inquiry prevention (same company, short time)
• Lead notification to sponsor

Error Handling

• Form validation errors
• Submission failure handling
• Rate limit message