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Carrier A program at Tranzact wants to optimize their sales operations. The program lead thinks a great way to do this is to prioritize dialing based on the likelihood a lead becomes a sale at any stage of the lead lifecycle (before activity, after x calls). While they understand the value conceptually, they have not ironed out the details of how to get this information or how to use it. Please write a brief report for the program lead that includes general findings, modelling results, and your recommendation for how to use this information for decision making. To help you in this project we've included two datasets for the Carrier A program: Call Facts and Lead Facts. Call Facts detail the activity on each dial (attempt) agents make to a lead. Lead Facts are facts about the current state of the lead. Use your judgement about what aspects of the data would be of interest to the program lead. The report should include visuals or tables that enable effective communication of important information and findings. You are welcome to use any techniques or software you'd like to analyze the data; we just ask that you share your work. Since there is additional information and data available to the leadership team, your report may include additional questions or requests that were prompted by the data.
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Senior Data Scientist

Interviewed at TRANZACT

3.6★
Sep 26, 2020

Carrier A program at Tranzact wants to optimize their sales operations. The program lead thinks a great way to do this is to prioritize dialing based on the likelihood a lead becomes a sale at any stage of the lead lifecycle (before activity, after x calls). While they understand the value conceptually, they have not ironed out the details of how to get this information or how to use it. Please write a brief report for the program lead that includes general findings, modelling results, and your recommendation for how to use this information for decision making. To help you in this project we've included two datasets for the Carrier A program: Call Facts and Lead Facts. Call Facts detail the activity on each dial (attempt) agents make to a lead. Lead Facts are facts about the current state of the lead. Use your judgement about what aspects of the data would be of interest to the program lead. The report should include visuals or tables that enable effective communication of important information and findings. You are welcome to use any techniques or software you'd like to analyze the data; we just ask that you share your work. Since there is additional information and data available to the leadership team, your report may include additional questions or requests that were prompted by the data.

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