Sales: turn a prospect into a signed customer
Process map by Brian. 11 steps, 1 layer. Tags: business, sales, revenue.
- Sales rep: Qualify the lead: need, budget, authority and timing
- Sales rep: Is it worth pursuing?
- Sales rep: Discovery calls: understand the real problem
- Sales rep: Build a proposal and a quote
- Prospect: Review, negotiate and ask for changes
- Legal and finance: Approve discounts and terms
- Sales rep: Close the deal
- Prospect: Do they sign?
- Legal and finance: Contract and signature
- CRM: Record the win and hand over to delivery
- Sales rep: Close it out and note why