seoDescription | type | title | uri | authors | related | redirects | created | archivedreason | guid | |||||
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Discover the simplified sales pipeline with 6 stages - initial phone call, initial meeting, follow-up meeting, spec review proposal, spec review, and project proposal. |
rule |
Do you know the 6 stages in the Sales Pipeline? |
do-you-know-the-6-stages-in-the-sales-pipeline |
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2012-08-30 13:06:58 UTC |
81b66890-b893-44ab-8890-45154df4d4eb |
Any opportunity that has not yet been converted to a sale will be at one of the following 6 stages:
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Initial Phone Call
- The client has made contact but no initial meeting has yet been made
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Initial Meeting – Booked
- You've arranged an initial meeting and it's booked in
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Follow Up Meeting – Booked
- In some cases, more than one initial meeting may be required before work or speccing commences
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Spec Review Proposal – Waiting for Approval
- After the Initial Meeting, if the work requires it, a Specification Review is proposed
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Spec Review – Booked
- The specification phase has been approved and booked in
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Project Proposal – Waiting for Approval
- After the Spec Review, the client has been given a proposal for a chunk of work. Once this is approved, the opportunity is closed as won
The old Sales Pipeline was 9 steps, whereas this new one is 6 steps.