Enquiry to signed contract
A Sales process in the Agency or studio blueprint: 5 steps, 4 handoffs between 1 system, and 2 steps no system covers. Handoffs are where work waits, and the manual steps are usually where the waiting is longest.
Whose model is this? Ours. This blueprint is OurIdea.ai's own reference map, the same starter template abi. Clone applies for this business type. It describes a typical setup so you have something concrete to react to. It does not describe any company listed in this directory, and no listed company should be assumed to work this way.
The steps, in order
- Enquiry captured HubSpot
- Scoping call held manual
- Proposal written HubSpot
- Pitch delivered manual
- Contract signed HubSpot
A manual step is one no named system covers: it lives in someone's head, inbox or car. That is not automatically a problem, but it is always worth knowing.