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Adam's proposed sales process - Coggle Diagram
Adam's proposed sales process
Prospecting (Chris leads)
Define ICP (Ideal customer profile)
Triggering event
Outreach
Discovery call
Stakeholder map
Proposal (practice owner leads)
Establish budget, timing fit
Engage decision maker
Value and ROI
Write proposal
Mutual action plan
Questions
What are the Hubspot stages he references?
How would we track this process?
Agreement to contract (practice owner with Steve and CEO
Vendor onboarding
Security review (?)
Legal exchange (?)
Procurement
Weekly sponsor check-in
Order to cash (engagement lead, finance)
Project set-up
Kick-off
Delivery gates
Invoice schedule
Cash collection