This Standard Operating Procedure (SOP) describes our sales process from first contact to closing the deal, ensuring a consistent, customer-focused experience at [Company Name].
👋 Step 1: Initial Contact
- Research the prospect (company, needs, pain points)
- Reach out via email, phone, or LinkedIn with a personalized message
- Log the lead in [CRM/system name] with all relevant info
🤝 Step 2: Qualification
- Set up an intro call to learn about the prospect’s goals and challenges
- Use a qualification framework (like BANT, SPIN, MEDDIC)
- Record key details in the CRM
- Disqualify leads that are not a good fit (and note the reason)
💡 Step 3: Solution Demo & Proposal
- Schedule and run a tailored product demo or discovery session
- Listen to needs, answer questions, and address objections
- Prepare and send a custom proposal/quote
- Share relevant materials (case studies, testimonials)
📋 Step 4: Follow-Up
- Check in regularly (call/email) until a decision is made
- Log all interactions in the CRM
- Handle negotiations, discount requests, and procurement processes
🏁 Step 5: Closing
- Secure a verbal or written commitment
- Send contract and onboarding info
- Ensure all paperwork is signed and filed
- Handoff to Customer Success or Onboarding Team
Tip: 📅 Always keep CRM notes up to date for smooth teamwork and pipeline visibility!
📊 Reporting & Continuous Improvement
- Update deal status in the CRM
- Record wins, losses, and reasons
- Attend sales team meetings and training sessions
- Share feedback on tools, process, and market trends
❓ FAQ
Q: What if a lead stops responding?
A: Try 2–3 more touches over a week. If no response, set a follow-up for next quarter.
Q: How do I request custom pricing?
A: Fill out the custom pricing form in the CRM or email [sales lead/contact].