3-5 Minute Phone Call Proposed Solution Contract Negotiation · Infusionsoft 1. Confirm pipline...
Transcript of 3-5 Minute Phone Call Proposed Solution Contract Negotiation · Infusionsoft 1. Confirm pipline...
Actions to Complete1. UFC2. Determine Fit/30 sec. commercial3. Qualifying Questions4. Outcome: go or no go?
Pivotal Points• Bonding and building rapport• Scope of work• Top 3 pain points• Budget• Decision makers
3-5 Minute Phone Call
Stage 1
Infusionsoft1. Create Opportunity for contact2. Change pipeline stage to “Contacted”
Actions to Complete1. UFC2. Specific questions3. Identify Pain/Budget/Decision4. Outcome: go or no go?
Pivotal Points• Find out current process• What products do they use or are interests them• Pain points/Discover technology
Discovery Appt.
Stage 2
Infusionsoft1. Change pipeline stage to “Discovery”
Actions to Complete1. UFC2. Review Pain/Budget/Decision3. Provide solutions and budget4. Outcome: go or no go?
Pivotal Points• Provide solutions to pain points
Proposed Solution
Stage 3
Infusionsoft1. Send proposal via Infusionsoft2. Change pipeline stage to “Proposed Solution”
Actions to Complete1. UFC2. Review decision
Pivotal Points• Demonstrate solution to pain points
Demo
Stage 4
Infusionsoft1. Confirm pipline stage is on “Proposed Solution”
Actions to Complete1. Get agreement to prospect2. Legal review if necessary3. Complete agreement
Pivotal Points• Verify you have all the needed information• Set up documents with operations using client’s notes.
Contract Negotiation
Stage 5
Infusionsoft1. Send agreement via Infusionsoft2. Change pipeline stage to “Contract Negotiation”
Actions to Complete1. Diffuse bombs2. Transfer relationship to dedicated Screening Specialist3. Logistics4. Research & review lost sales
Post Sell
Stage 6
Infusionsoft1. Set follow-up task to check in on client in one month2. Create task to follow up on lost opportunities3. Change pipeline stage to “Won” or “Lost”
Sales Processs