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