Lead
Sales OwnerIs there a real enquiry here, and whose is it?
- Log the enquiry, or let the capture form do it
- Add what you already know about the account
- Assigns an owner by your rule
- Issues the opportunity reference
- Starts the activity timeline
Most systems cover selling or delivering. The gap between them is where scope drifts, invoices go missing and margin quietly disappears. This is the whole chain, from the first enquiry to the payment, and what happens at each step.
Every stage has one question it exists to answer. If that question cannot be answered, the deal is not ready to move.
Is there a real enquiry here, and whose is it?
Is there budget, authority and a real need?
What exactly are we promising?
Is the confidentiality position covered before commercials?
What are we quoting, and on what tax basis?
Is everything Delivery needs already on the record?
Are we delivering what was promised, and what changed?
Has everything delivered actually been billed?
Nothing that requires judgement is automated. Everything that requires only diligence is.
Thirty minutes, no pitch deck. We map one real deal through all eight stages and show you where it would have been caught.
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