Sales

Decide quickly whether a new lead is worth pursuing so your team spends time on real

Run a structured discovery conversation to understand the client's needs before prop

Turn discovery into a clear proposal, review it internally, and send it to the clien

Stay in front of prospects with consistent, planned follow-up until they decide.

A checklist to close cleanly — confirm the win, record it, and trigger onboarding.

Give new clients a confident start — set up their record, align on scope, and kick o