New Business Intake Process

Début du flux de travail/processus.

Fetch the initial inquiry details from the 'Inbound Leads' data model.

Search the 'Clients' data model to see if the prospect is an existing customer.

Calculate total revenue by multiplying 'Estimated Units' by 'Unit Price'.

Create a new entry in the 'Sales Opportunities' data model to track the new lead.

Create a task for the Account Executive to schedule and conduct an initial discovery meeting.

Create a task for the Solutions Architect to review technical requirements.

Change the status of the original Lead entry from 'New' to 'In Qualification'.

Sum the 'Deal Value' of all opportunities in the 'In Qualification' stage.

Send an automated introductory email to the prospect's contact email address.

Create a task for the Sales Manager to draft a formal proposal based on gathered requirements.

Create a new entry in the 'Proposals' data model linked to the Opportunity.

Move the Opportunity status to 'Proposal Sent'.

Send an internal email to the Legal and Finance teams regarding the pending proposal.

Create a task for the Legal Department to review the terms in the generated proposal.

Create a task for the Sales Rep to finalize pricing and terms with the prospect.

Update the Opportunity entry status to 'Closed Won' upon successful signature.

Create a permanent record in the 'Clients' data model for the newly won business.

Create a task for the CSM to initiate the onboarding process.

Send an SMS notification to the Account Manager that a new client has been onboarded.

Create a summary report showing the conversion rate from Lead to Closed Won for the month.

Fin du flux de travail/processus.