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Opportunity, 1%, 3%, 1% - Coggle Diagram
Opportunity
Qualification
Collect all possible info to define the person/ company meets our criteria, and if possible - BANT
SDR, BDM, Stan
In Progress
Roman, Stan
Meeting with the Lead, establish the rapport with the DM/Influencer. Find out more about the person's background, current business, and tech challenges. Define
needs
,
deadlines and budget
, and potential ways of how we can help. Agree upon the next steps. Suggest to sign an NDA.
NURTURING
IF
we can't help due to some reason (too expensive/ cannot commit to deadlines/don't have resourcesetc) - let's stay in touch
Estimation
Get all available details from the lead to provide him with the ballpark estimation, and
the value proposition
(approximate time, resources, and budget) to deliver the project
SDR, BDM, PM, CEO, HRD
Negotiations
Offer
Legal & Financial
BDM, COO, HRD
Pre-production
PM, BDM, CEO, COO, HRD
Form a team from available/ agreed resources and get the required ones. Distribution of roles
Onboarding / Project kick-off
PM, BDM, CEO
Onboarding, writing a backlog, set up Jira, time tracking, and communication channels,
Project activities
3 more items...
Sign all required agreements + get the 50% prepayment.
Define communication channels, reports frequency, project tools and software, deliverables, responsible team, start date.
Send the proposal
BDM, CEO, PM, HR
Discuss missing questions. Agree upon rates/prices, cooperation model (
Fix price/ T&M
), delivery model(
dedicated team, outsourcing, staff augmentation
), payment terms (50% prepayment), terms of cooperation, and termination of cooperation.
BDM, CEO, PM
Lost
LinkedIn
Lead Gen - Pavel's acc
Lead Gen - Oleksii's acc
Lead Gen - Stan's acc
Lead Gen - Personal acc
Clients
UpWork
Lead gen - as much bids as possible
Periodix
Partners
LeadGen, SDR, BDM
Email Campaign
We received a reply from a Marketing Qualified Lead
1%
3%
1%