Good Stuff Happens in 1:1 Meetings: Why you need them and how to do them well
1. Marketing & Sales - Flow Chart.pdf
1. Start
Flow chart format – Sales & Marketing
Market
Survey
Tour Plan
Market
Penetration
Introduction
Letters
Customer
Contact
Trade Shows
Vendor Reg.
Reqd?
Apply Vendor
Reg.
Business Dev. Team
Initial
Meet
Presentat
ion
Requirement
Analysis
RFQ
Generated
V
V
Initial
Feasibility
Check
Estimation/
Quote/Prep
Proposals Team
Send Regret
Letter
Quote
Generated
Review
Technical
Acceptance
by Client
Firm/Budgetary
Yes
Yes
No
Technical
Discussion
Commercial
Negotiation
Order
Received
Contract
Review
Monitor
Status
Order Execution
Contracts Team
Milestones
Completed
Payment
Follow Up
All
Payments
Received
Order
Closed
No
Client Side
Internal Departments
Stop
No
Yes