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1) Suspect

Sales Process. Goal. Who. 1) Someone who we might do business with. 1) Suspect. 1) Ascertain client if they meet criteria. 2) Ascertain if open dialogue; starting process. 2) Someone who meets criteria. 2) Prospect. 3) Profile; Agree to further conversation. 3) Someone in dialogue.

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1) Suspect

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  1. Sales Process Goal Who 1) Someone who we might do business with 1) Suspect 1) Ascertain client if they meet criteria 2) Ascertain if open dialogue; starting process 2) Someone who meets criteria 2) Prospect 3) Profile; Agree to further conversation 3) Someone in dialogue 3) Lead 4) Understands value proposition; sees value 4) Someone in process; set expectations 4) Pitch 5) Deliver plan; action plan and closing request 5) Someone profiling; planning process 5) Plan 6) Ascertain contract commitment and sign client 6) Someone in receipt of plan product with decision on priorities 6) Terms 7) Close 7) Establish accounts; transfer assets and begin implementation 7) Someone who has signed to work with CONCERT Global
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