Stage 3 · Customer service, sales, marketing and information analysis

Editorial proposal for voluntary self-study, not an official enrollment, class schedule or accredited program. Months are relative to your chosen starting point; no attendance requirement or live teacher is announced. All cases and figures are fictional. Keep exercises locally; these pages collect no submissions.

Month 7 · Reply without unverified promises

Reading

A useful reply acknowledges receipt, separates facts from unknowns and offers a next step. Use the earlier inquiry unit linked below. An inquiry does not authorize indefinite promotions.

Fictional case

Fictional bakery:12 rolls atCOP3,000; stock and delivery pending. Customer asks for tomorrow at8.

Local activity

Calculate subtotal; draft a three-sentence reply; list what a person must review and which permission has not been given.

Download fictional worksheet (CSV) · Download local workbook (TXT)

Worked feedback

Products:COP36,000. Example: “Thanks for your inquiry. The product subtotal would beCOP36,000; we will check stock and delivery for that time. Which area is the delivery in?” No confirmed order, included delivery fee or promotional permission.

Keep your draft, corrections and a note explaining what changed. This is local self-review, not an academic pass.

Month 8 · Define metrics with denominators

Reading

A rate needs a numerator, denominator and period. Inquiry, proposal, order and payment are different events. Record the source and do not mix people with messages.

Fictional case

Fictional week:20 distinct inquiries,15 replies,8 proposals and4 confirmed orders. Payment data is absent.

Local activity

Calculate reply rate per inquiry, orders per inquiry and orders per proposal. Explain what cannot be calculated.

Download fictional worksheet (CSV) · Download local workbook (TXT)

Worked feedback

Replies15/20=75%. Orders/inquiries4/20=20%. Orders/proposals4/8=50%. Received revenue and profit are unknown. Each rate answers a different question.

Keep your draft, corrections and a note explaining what changed. This is local self-review, not an academic pass.

Month 9 · Compare campaigns cautiously

Reading

Results can vary with price, availability, season or channel. A descriptive comparison does not prove causation. This activity requires no ad purchase or outreach.

Fictional case

Fictional campaign A:100 visits,10 inquiries. B:80 visits,12 inquiries. No spending, sales or comparable-source data.

Local activity

Calculate inquiries/visits; write two observations and two interpretation limits. Propose additional information to collect with authorization.

Download fictional worksheet (CSV) · Download local workbook (TXT)

Worked feedback

A10%; B15%. B has a higher observed rate and more inquiries, but this proves neither profitability nor an AI effect. Costs, sales and comparable conditions are missing. Use minimal aggregate data with a defined purpose.

Keep your draft, corrections and a note explaining what changed. This is local self-review, not an academic pass.

Stage review

Can another person reproduce your calculation and distinguish source facts, unknowns and proposals? Correct any unsupported claim. Preserve fictional identifiers and do not replace them with customer data.