Sales: turn a prospect into a signed customer

Process map by Brian. 11 steps, 1 layer. Tags: business, sales, revenue.

  1. Sales rep: Qualify the lead: need, budget, authority and timing
  2. Sales rep: Is it worth pursuing?
  3. Sales rep: Discovery calls: understand the real problem
  4. Sales rep: Build a proposal and a quote
  5. Prospect: Review, negotiate and ask for changes
  6. Legal and finance: Approve discounts and terms
  7. Sales rep: Close the deal
  8. Prospect: Do they sign?
  9. Legal and finance: Contract and signature
  10. CRM: Record the win and hand over to delivery
  11. Sales rep: Close it out and note why

Read this process as Markdown

$Business $Sales $Revenue All process maps