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Sample Sales Process

Sample Sales Process. Sample Sales Process. Lead Input (Sales or Recruiting Generated). Call Planning & Initial Conversation. Qualify Contact . Lead Nurturing Campaign. Manage Interview Cycle. Manage Offer Cycle. Account Management. Job Order Intake. Lead Input.

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Sample Sales Process

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  1. Sample Sales Process

  2. Sample Sales Process Lead Input (Sales or Recruiting Generated) Call Planning & Initial Conversation Qualify Contact Lead Nurturing Campaign Manage Interview Cycle Manage Offer Cycle Account Management Job Order Intake

  3. Lead Input • All entries to CRM begin as a lead and stay in a lead or “contacted” status until they are qualified/disqualified • Depending on their Lead Status they may have contact requirements

  4. Call Planning & Initial Conversations • Create Call Plan • Enter contact into our Marketing Campaign • Determine which form of initial conversation is appropriate • Execute Initial Conversation • Execute Remainder of Marketing Campaign

  5. Qualify Contact • Determine whether lead is: • Qualified (Budget owning Hiring Manager) • Influencer (Not a hiring manager but a valuable contact) • Disqualified (Not a hiring manager OR a valuable contact) • If qualified then enter contact into Lead Nurturing Campaign

  6. Lead Nurturing Campaign • Reach out to Qualified Contact using a systematic outreach with a focus on adding value across multiple platforms: • Phone • Voicemail • Email • LinkedIN • Direct Mail • Client Visit • Any other appropriate platform (Blog comments, Facebook, Twitter, etc.)

  7. Job Order Intake • Follow Job Order Intake Form • Ensure Job Order meets qualifications • Classify Job Order (A, B, C) • Sales inputs Job Order into CRM • Assign recruiters according to Job Order Classification • Recruiting sources, qualifies, creates presentations, and submits candidates to sales • Sales reviews candidates (final quality check) and presents qualified candidates to clients

  8. Manage Interview Cycle • Present candidates (try for scheduled interview blocks) • Schedule Interviews • Arrange for Interview Feedback • Prepare candidates in conjunction with Recruiting • Schedule 2nd/3rd interviews & Interview Feedback (if necessary) • Plant seed for “Onsite Onboarding Program” • Continue Job Order review • Continue candidate Job Status review

  9. Manage Offer Cycle • Receive verbal offer from client • Review/Compare any viable candidates with client • Trial close candidate • Close candidate • Accept offer with client • Schedule onsite onboarding with client

  10. Account Management • Conduct Onsite Onboarding • Implement Onsite Onboarding Program • Schedule/conduct Consultant reviews • Develop consultant relationship • Implement Consultant re-deployment program • Continue Qualification Process with all relevant Account contacts • Implement Executive Sponsorship in appropriate accounts

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