EXPA Manual & Guides
CUSTOMER FLOW PHASE The different stages our customers go through when having an AIESEC experience
ATTRACTION
CONSIDERATION
VALUE DELIVERY
BRAND ADVOCACY
CUSTOMER PROFILE The specific kind of relationship the customer has with us when going through each phase
STRANGER
LEAD
CUSTOMER
PROMOTER
VISITOR CUSTOMER STATUS How the customer identified in our internal platform (EXPA), which help us do Data analysis and track the matrix of our operations
Open Applicants
Accepted In Progress
Approved Realised
Complete
Note: System updates is happening on daily basis. Information here (Customer Status especially) can be outdated. Keep yourself updated at EXPA Analytics and MYAIESECHub
Overall System Work Flow
Open
EP “SIGN UP” for an account in OP
Applicants
EP “APPLY” for OpportuniOes in OP
Opportunity Manager “ACCEPT” / “REJECT” EP ApplicaOons
Accepted
Opportunity Manager “ACCEPT” EP ApplicaOons
In Progress
EP “ACCEPT” the Opportunity in OP > “My ApplicaOons”
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
Approved
Opportunity Manager “APPROVED” EP
EP Manager “APPROVED” EP
Realised
Opportunity Manager Mark EP “REALISE”
Complete
Automate: One day aRer Opportunity Ending Date
EP “TELL US HOW IT WENT” in OP “My ApplicaOons” [NPS]
Opportunity Manager “REJECT” EP ApplicaOons
Note: You can assign EP Manager, mark the EP as “Contacted”, “Paid” and “Interviewed” at anyKme according to your enKty reality.
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
EP Responsibility
Open
EP “SIGN UP” for an account in OP
Applicants
EP “APPLY” for OpportuniOes in OP
Accepted
Opportunity Manager “ACCEPT” EP ApplicaOons
Opportunity Manager “ACCEPT” / “REJECT” EP ApplicaOons
In Progress
EP “ACCEPT” the Opportunity in OP > “My ApplicaOons”
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
Approved
Opportunity Manager “APPROVED” EP
EP Manager “APPROVED” EP
Realised
Opportunity Manager Mark EP “REALISE”
Complete
Automate: One day aRer Opportunity Ending Date
EP “TELL US HOW IT WENT” in OP “My ApplicaOons” [NPS]
Opportunity Manager “REJECT” EP ApplicaOons
Note: EP Manager is responsible to make sure EP is aware of their responsibility.
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
EP Manager Responsibility
Open
EP “SIGN UP” for an account in OP
Applicants
EP “APPLY” for OpportuniOes in OP
Accepted
Opportunity Manager “ACCEPT” EP ApplicaOons
In Progress
EP “ACCEPT” the Opportunity in OP > “My ApplicaOons”
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
Approved
Opportunity Manager “APPROVED” EP
EP Manager “APPROVED” EP
Realised
Opportunity Manager Mark EP “REALISE”
Complete
Automate: One day aRer Opportunity Ending Date
Opportunity Manager “ACCEPT” / “REJECT” EP ApplicaOons
EP “TELL US HOW IT WENT” in OP “My ApplicaOons” [NPS]
Opportunity Manager “REJECT” EP ApplicaOons
Note: You can mark the EP as “Contacted”, “Paid” and “Interviewed” at anyKme according to your enKty reality.
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
Opportunity Manager Responsibility
Open
EP “SIGN UP” for an account in OP
Applicants
EP “APPLY” for OpportuniOes in OP
Accepted
Opportunity Manager “ACCEPT” EP ApplicaOons
In Progress
EP “ACCEPT” the Opportunity in OP > “My ApplicaOons”
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
Approved
Opportunity Manager “APPROVED” EP
EP Manager “APPROVED” EP
Realised
Opportunity Manager Mark EP “REALISE”
Complete
Automate: One day aRer Opportunity Ending Date
Opportunity Manager “ACCEPT” / “REJECT” EP ApplicaOons
EP “TELL US HOW IT WENT” in OP “My ApplicaOons” [NPS]
Opportunity Manager “REJECT” EP ApplicaOons
EP “TAKE LDM SURVEY” in OP > “My ApplicaOons”
AbbreviaOons: EP - Exchange ParOcipants EXPA - AIESEC Internal OperaOon Management System (experience.aiesec.org) LDM - Leadership Development Model NPS - Net Promoter Score OP - Opportunity Portal for EPs (opportuniOes.aiesec.org)