Sales Process Guide - Flow Chart.

Record Everything: All calls, emails, meetings, and notes must be logged in CRM the same day.

Be Specific: Include outcomes, next steps, and responsible person.

Review Regularly: Weekly check-ins to ensure data integrity and follow-up completion.

Use your Calendar: If in doubt - Add reminders into your calendar to assist with structure

Identify Potential Client/ Communication -

Create Details of Potential client into Twenty under "People"
If Client Name unknown, please Create Company Details. (Company details are not needed for Private Individuals)

Under Notes write in information taken when broaching client:

Make Note in the People -> Person's Name -> Notes.
Record Date spoken to and record if Voicemail has been left.
Record if email has been sent - and from what email address. (Personal@tranquil.net or sales@tranquil.net)
Record any email replies, or call backs.
Record any Actions to take under Tasks
Record any potential avenues for exploring further. (i.e my laptop is broken/ im worried about cyber security/ I need IT support) - If so Create new Opportunity
Record if a follow up has been noted (i.e Client asks you to call back in 2 weeks). Programme into Task list/ calendar to follow up.
Record if Client does not wish to be contacted in future

Create an Opportunity and Assign it to the Client.

Make a note of what the potential opportunity is.
Record if one of the Technical Team needs to be involved - Ensure that these people are informed/ Liaise with whomever needs to assist you in persuing the lead.
Make a note if a Quotation has been created and sent onto the customer - Write quotation number in the file
Record if Client has accepted
Create deadlines to chase Client on quotation/ make meetings to discuss further

Follow up Actions:

Move any active acceptance for Quotations Across into Sentinel Jobs Area and liaise with the team to ensure that the project/work is programmed in.
If client does not accept and wishes not to proceed - Return to Step 2