Sales process defined (inquiry to quote to close)
Your pathway/D3.SL
D3.SL.01
Sales process defined (inquiry to quote to close)
How this closesWork through it with Pathfinder — Pathfinder writes this with you and saves it to your record.
Why this matters
Writing down what happens between an enquiry and a payment is how you find the step that is losing you work. It is almost always a step nobody is doing rather than a step done badly, and once you can see it the fix is usually small.
Most lost sales are not lost on price. They are lost in the gap between someone asking and someone being asked to buy.
Before you start
Think through your last five enquiries, including the ones that went nowhere. For each one: how did they reach you, what happened next, and at what point did it go quiet?
The ones that went quiet are the valuable data. Everyone remembers the jobs they won.
The rest of this step is for LAEDC clients
The steps themselves, the questions worth asking Pathfinder, where to send your document, and who to call when you get stuck. An account is free, it keeps your progress, and it connects you to an advisor who works with businesses like yours.
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