Sales Process

1. Lead Entry

• Sources: Cold calls, Website contact forms, and Deep Sentinel contact lists.

• Action: All leads are entered into HubSpot → "Prospect" bucket.
  (Clarify: Is Deep Sentinel entry manual or automated?)

2. Initial Engagement

• Trigger: Successful contact.

• Action: Move to "Discovery Meeting" in HubSpot and schedule the call.

3. Qualification & Survey

• Action: Follow-up call(s).

• If qualified and engaged:

  • Schedule an on-site property visit by sales rep (and possibly operations).

  • Conduct a system survey to assess complexity before solution design.

4. Solution Proposal

• Action: Move to "Site Visit / Solution Proposition" in HubSpot.

• Sales rep briefs operations on project complexity.

• Operations schedules physical site visit and develops the system design.

5. Bid Preparation

• Action: Operations finalizes the design.

• Sales rep moves prospect to "Pending Bid" in HubSpot.

• Who prepares the proposal? (Assign owner for proposal document.)

6. Proposal & Agreement

• Action: Present proposal to client.

• If accepted, move to "Finalizing Terms" in HubSpot.

  • Trigger: Contract creation & deposit invoice. (Clarify: Who initiates and how?)

7. Project Kickoff

• Action: After deposit confirmation (via Accounting):

  • Generate Jobber request for handoff to Operations.

  • Sync on master schedule (Sales, Ops, Accounting).

  • Ops shares install timeline and on-site contacts.

8. Installation & Closeout

• Move to "Closed Won" in HubSpot.

• Installation begins.

• Sales rep checks in at least twice with client + Ops.

• Once complete:

  • Ops trains client and installs app.

  • Sales rep closes out deal and asks for referrals.