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

Sign up with 2 free users, forever

Only start paying when you add your third user.

Need a demo? No problem. You can book one here.