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ATTACHMENT A
                           SALES CYCLE PROCESS
PROSPECT - Qualify/Disqualify leads and contacts. Identify a clear
and valid opportunity.

PREPARATION/APPROACH - Obtain in-depth knowledge of
prospect. Preparation entails mental, physical and emotional
planning. Key is building rapport and a trust relationship.

LEARN and SUMMARIZE - Assess and determine the current
situation and the desired goals. Get specific and identify explicit
needs. This is where the GAP comes into play.

PRESCRIBE and PRESENT - Recommend specific solutions to
specific needs. Must link solutions to solve the key areas of concern
to match the goals of the prospect. Validate the benefits to the
prescribed solutions of the business issues.

DECISION PROCESS - Contract, terms and conditions along with
final negotiations are part of the process. Identify all key personnel
that will or may have input into the final decision.

ORDER DEFINITION - Signed contract and expectations agreed
upon. Timeline and delivery questions are addressed to avoid any
misunderstanding.

CLOSE - Begin the process of providing a product or service. Must
maintain communication and relationship with all key individuals that
took part in the decision process.

FOLLOW THROUGH - Must always have knowledge of the timeline
and expectations of both parties as to when delivery of product or
service will happen.

Keith R. Bergen/Affinity         Not to be used or copied without permission   August, 2011

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Sales Cycle Process A

  • 1. ATTACHMENT A SALES CYCLE PROCESS PROSPECT - Qualify/Disqualify leads and contacts. Identify a clear and valid opportunity. PREPARATION/APPROACH - Obtain in-depth knowledge of prospect. Preparation entails mental, physical and emotional planning. Key is building rapport and a trust relationship. LEARN and SUMMARIZE - Assess and determine the current situation and the desired goals. Get specific and identify explicit needs. This is where the GAP comes into play. PRESCRIBE and PRESENT - Recommend specific solutions to specific needs. Must link solutions to solve the key areas of concern to match the goals of the prospect. Validate the benefits to the prescribed solutions of the business issues. DECISION PROCESS - Contract, terms and conditions along with final negotiations are part of the process. Identify all key personnel that will or may have input into the final decision. ORDER DEFINITION - Signed contract and expectations agreed upon. Timeline and delivery questions are addressed to avoid any misunderstanding. CLOSE - Begin the process of providing a product or service. Must maintain communication and relationship with all key individuals that took part in the decision process. FOLLOW THROUGH - Must always have knowledge of the timeline and expectations of both parties as to when delivery of product or service will happen. Keith R. Bergen/Affinity Not to be used or copied without permission August, 2011