Discovery – Sales process (e) Have you defined deal stages in your sales process?Choose oneYes, and the deal stages accurately reflect how customers move through the sales process.Yes, but they need to be improved.No, we don’t have clearly defined deal stages.e.g. stage 1 is Meeting Scheduled, stage 2 is Demo Complete, stage 3 is Proposal Sent; etc.Please describe your deal stages in the box below or in the Sales Process Sheet. We’re interested in the deal stage names, description, approximate conversion rates, average amount of time deals stay in that stage, as well as any tasks, goals, rules or activities performed during each deal stage. If you have relevant sales materials, please upload them here or in your Drive folder.Sales Process SheetDeal Stage NameDeal Stage DescriptionDeal Stage Approximate conversion rateDeal Stage Average DurationTasks, goals, rules or activities during this deal stage Add RemoveFileMax. file size: 100 MB.Please describe your deal stages in the box below or in the Sales Process Sheet. We’re interested in the deal stage names, description, approximate conversion rates, average amount of time deals stay in that stage, as well as any tasks, goals, rules or activities performed during each deal stage. If you have relevant sales materials, please upload them here or in your Drive folder.Sales Process Sheet.Deal Stage NameDeal Stage DescriptionDeal Stage Approximate conversion rateDeal Stage Average DurationTasks, goals, rules or activities during this deal stage Add RemoveFileMax. file size: 100 MB.Why do you think your deal stages need to be improved?What is the final step a prospect takes before becoming a customer?What needs to happen immediately before that step so that the prospect is equipped to take action?What does the sales rep need to do with the prospect prior to equipping them to take action?What interaction needs to happen with the prospect in order to learn the specifics to close the deal?How do you initially reach out to a prospect?What steps (if any) happen before the point of initial outreach? Does your team use call scripts or call structures?Choose oneYesNoDo your sales reps use these scripts and stick to the proper call structure? Are the scripts effective?Please attach these files below or upload them to drive.Max. file size: 100 MB. How long does your sales process take?What needs to happen when you win a deal?What needs to happen when you lose a deal?Any other comments? Δ Sales process (existing) Have you defined deal stages in your sales process?Choose oneYes, and the deal stages accurately reflect how customers move through the sales process.Yes, but they need to be improved.No, we don’t have clearly defined deal stages.e.g. stage 1 is Meeting Scheduled, stage 2 is Demo Complete, stage 3 is Proposal Sent; etc.Please describe your deal stages in the box below or in the Sales Process Sheet. We’re interested in the deal stage names, description, approximate conversion rates, average amount of time deals stay in that stage, as well as any tasks, goals, rules or activities performed during each deal stage. If you have relevant sales materials, please upload them here or in your Drive folder.Sales Process SheetDeal Stage NameDeal Stage DescriptionDeal Stage Approximate conversion rateDeal Stage Average DurationTasks, goals, rules or activities during this deal stage Add RemoveFileMax. file size: 100 MB.Please describe your deal stages in the box below or in the Sales Process Sheet. We’re interested in the deal stage names, description, approximate conversion rates, average amount of time deals stay in that stage, as well as any tasks, goals, rules or activities performed during each deal stage. If you have relevant sales materials, please upload them here or in your Drive folder.Sales Process Sheet.Deal Stage NameDeal Stage DescriptionDeal Stage Approximate conversion rateDeal Stage Average DurationTasks, goals, rules or activities during this deal stage Add RemoveFileMax. file size: 100 MB.Why do you think your deal stages need to be improved?What is the final step a prospect takes before becoming a customer?What needs to happen immediately before that step so that the prospect is equipped to take action?What does the sales rep need to do with the prospect prior to equipping them to take action?What interaction needs to happen with the prospect in order to learn the specifics to close the deal?How do you initially reach out to a prospect?What steps (if any) happen before the point of initial outreach? Does your team use call scripts or call structures?Choose oneYesNoDo your sales reps use these scripts and stick to the proper call structure? Are the scripts effective?Please attach these files below or upload them to drive.Max. file size: 100 MB. How long does your sales process take?What needs to happen when you win a deal?What needs to happen when you lose a deal?Any other comments? Δ
