PROSPECTING
Review terms or Sales Orders, show you
are ready to start and let buyers know
they've made the right decision
Helpful. Connect buyer with resources
and information to be successful.
Legal review, implementation review,
post-sale handoffs, account reviews,
regular account communications
CLOSE & POST-SALE
MID-SALE
Handoffs and account reviews
Pro Tip: Send a summary video in
advance of account review meeting
to focus your time on the important
issues
