Complete Sales Workflow: Prospect to Agreement
Follow one repeatable process from research through signed customer acceptance.
Before you begin
- Have an approved internal account and a legitimate commercial opportunity.
Step-by-step instructions
- 1
Find the prospect
Use Lead Research or an approved lead list and verify the business.
- 2
Open the account
Check for duplicates and record decision-maker, services and opportunity type.
- 3
Make contact
Use Call & Track or Log Call to document discovery.
- 4
Schedule a walkthrough
Confirm the site, decision-maker and intended outcome.
- 5
Document the site
Use Field Walkthrough for existing equipment, doors, camera regions, cabling and photos.
- 6
Prepare a quote request
Use Request Quote or Save + Prepare Bid Email, then review and explicitly send the message.
- 7
Track office review
Use Office Quotes where authorized; record estimator, status and follow-up.
- 8
Present the proposal
Discuss outcomes, service scope and recurring monitoring terms where appropriate.
- 9
Record acceptance
Update the deal only after actual customer approval or a signed agreement.
- 10
Maintain the relationship
Coordinate service, installation and follow-up through approved processes.
Expected result
A traceable opportunity moves from research to documented customer acceptance.
Sales best practice
One qualified walkthrough or signed monitoring agreement beats dozens of unqualified messages.