Objective: Build trust and educate prospects to convert them into paying clients.

2.1 Initial Contact

• Call/Zoom Meeting: Discuss client needs, goals, and current challenges.
• Discovery Form: Gather detailed project requirements and expectations.

2.2 Proposal Preparation

• Custom Proposal: Outline scope, timeline, pricing, deliverables, and expected outcomes.
• Approval Flow: PM and Sales Manager review before sending to client.

2.3 Follow-Up

• Follow-Up Schedule:
  • Day 2: Reminder email
  • Day 5: Personalized LinkedIn message
  • Day 7: Phone call check-in
• Lead Status Update: Update CRM with prospect feedback and next action.