The Sales Process

  • General Timeline
    • Prospect
    • Initial contact 
    • Present/Educate
    • Proposal
      • Informal (dipping toes in the water)
      • Formal (very interested)
    • Follow up/Negotiation
      • This is the stage where the most objections will come up
    • Verbal confirmation 
    • Signed contract (if applicable)
    • Payment
      • 50% Down Payment (if applicable)
      • If no setup fee, 100% of first month’s payment will be taken on 1st day of billing cycle
      • We do not do a kickoff meeting with a client until we’ve received some form of payment
    • Kickoff/handoff meeting

  • Stages in CRM
    • Prospect
    • Lead
    • Contacted – Left Message
    • Contacted
    • Pitched
    • Free Trial
    • Negotiating 
    • Closed – Lost
    • Closed – Won
    • Follow Up Later  
    • Contact – Not Interested
    • Cold Lead