Inbound Sales
Customer success – beSlick
It’s important that you get off to a good start with your prospective clients, and the way you handle leads can have a huge impact on conversion rate. Use this template as a guide to improve your funnel.
1Assess whether the prospect should enter the sales process
Importance: Essential
If prospect has already signed up, ensure they have signed up on behalf of a business
2Add to CRM
Importance: Optional
– Company name
– Contact name
– Email
– Phone number
– Website
– Address
3Send introductory email
Importance: Optional
4Qualify
Importance: Optional
Speak with prospect and assess whether our software could help them. This could be via a demo, phone call, email exchange, or LinkedIn exchange
4.1Start the Product Demonstration Process if they request a demo
Importance: Optional
5Establish who the decision maker is
Importance: Optional
6Establish whether the prospect has suitable budget available
Importance: Optional
7Establish if the prospect is happy to promote the product internally
Importance: Optional
8Gain commitment to implement
Importance: Optional
8.1Establish timescales
Importance: Optional
9Start Sales Contract process
Importance: Optional
10Start customer onboarding process
Importance: Optional
Use this template on beSlick
Add to your Organisation or start a free trial today to use this template.
