A preview of the template1.0 Interest: Capture contact details & instill confidence2 AutomatorsQualify and take action on the sales lead immediatelyCompletedGReview and qualify lead for size, fit and prioritizationCompletedQUpdate sales opportunity, prioritize and take action immediatelyCompletedSCLIENT TASKSSchedule your discovery meeting 1 AutomatorSchedule your discovery meeting by booking a time that's best for you — https://calendly.com/yournameCompletedAAnswer a few questions so we can best serve youCompletedZ2.0 Discovery: Ensure you're a good fit for each otherGoProposal Sales SystemCreated by GoProposalImprove your sales workflow with this best practice process template powered by GoProposal.Sales & MarketingGoProposal
A preview of the templateLead (review enquiry)2 AutomatorsAssess the enquiry submission and decide whether to proceed to pre-discovery qualificationCompletedPCLIENT TASKSBook your Discovery Call 1 AutomatorBook your Discovery Call here - [replace link]CompletedTMarketing Qualified Lead (MQL - discovery call)2 AutomatorsConduct Discovery video callCompletedZProspect to Sale (GoProposal Integration)Exceed the expectations of prospects and turn them into ongoing clients with the integration between GoProposal and Karbon.Client ManagementUnited KingdomGoProposal764 downloads 3.7
