Sales qualification: workflow mapping
Make the steps and handoffs visible. Start with an agreed qualification rubric and redacted enquiries and plan a draft lead summary for review.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- an agreed qualification rubric and redacted enquiries.
- Proposed result
- a draft lead summary for review.
- A decision to resolve
- unsupported assumptions about budget or intent.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when an agreed qualification rubric and redacted enquiries is available and approved for use.
- Create a draft of a draft lead summary for review, with source references attached.
- Route unsupported assumptions about budget or intent to the nominated reviewer before issuing the final result.
Questions to answer together
- What starts the work, and what marks it complete?
- Who reviews the intermediate result?
- Where does an exception go, and who resolves it?
What to have at the end
A sequence of steps showing inputs, decisions, handoffs and completion.
Record the decision on unsupported assumptions about budget or intent alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.