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BUSINESS WORKFLOW · W07

Strengthen the Sales Process

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YOUR PROGRESS

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STEP 1

Sales Process Audit

Find gaps in qualification, follow-up, handoffs, proposals, and decision progression.

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STEP 2

Lead Qualification Framework

Define the minimum evidence needed before investing significant sales time.

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STEP 3

Discovery Call Guide

Create a discovery structure focused on situation, problem, impact, constraints, decision process, and fit.

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STEP 4

Sales Proposal Builder

Create a clear proposal around the customer's stated problem, scope, terms, evidence, and next step.

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STEP 5

Sales Follow-Up Plan

Create a professional follow-up cadence based on the buyer's stage and known commitments.

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