Sales Flow [Process]

Sales Flow Chart:

Flowchart in Miro

Sales Flow Templates:

1. Pre-estimation questions

2. Estimation template (main)

3. Estimation template (with variations)

4. Checklist: filling in a contact in Hubspot

5. Lead qualification checklist

6. Brief (IF NO ready requirements)

7. Templates for messages

8. EI board to request in Jira

9. Template for Handling Questions/Objections (in progress)