Purpose
To provide a structured workflow for sales agents to consistently generate leads, pitch services, handle objections, close deals, and ensure customer satisfaction — all while maintaining professionalism and tracking performance.
Scope
Applies to all sales representatives responsible for promoting:
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Website development
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Mobile app development
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CRM & software products
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Digital business cards and QR menus
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Accounting, HR & task management tools
Tools Used
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CoreMinds CRM (internal system)
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Google Workspace (Gmail, Docs, Meet)
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WhatsApp Business
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Google Calendar
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Google Maps, LinkedIn, Instagram (for lead generation)
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Proposal templates & portfolio links
Daily Responsibilities
Sales agents must:
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Log into CRM and review today’s scheduled follow-ups
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Respond to new leads within 24 hours of assignment or discovery
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Conduct follow-up calls, emails, and WhatsApp messages as per CRM reminders
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Actively generate leads via:
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Google Maps searches
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LinkedIn prospecting
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Instagram/Facebook outreach
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WhatsApp status and business groups
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Update CRM with:
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Call notes
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Proposal status
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Lead tags and interest areas
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Coordinate with the design or tech team for demos and client-specific questions
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Share sample works and brochures to relevant prospects
Sales Process (Step-by-Step)
✅ Step 1: Lead Qualification (FAST Framework)
Use questions to assess:
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F – Fit: Is their industry suitable for CoreMinds?
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A – Affordability: Do they understand our pricing model?
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S – Stakeholder: Are we speaking to the final decision-maker?
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T – Timeline: Are they ready now, or in a few months?
✅ Step 2: Demo & Portfolio Sharing
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Share links of similar client work
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Offer CRM or app demos on Meet/Zoom
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Collect specific requirements or pain points
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Ask discovery questions and take notes for proposal personalization
✅ Step 3: Proposal Preparation
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Select the right proposal format (2-page / 5+ page)
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Fill in client name, requirements, modules, tech stack, timeline
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Mention deliverables, support period, and payment terms
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Send via Gmail and confirm via WhatsApp
✅ Step 4: Follow-Up Cadence
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Day 2: Friendly message: “Any questions or feedback on the proposal?”
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Day 5: Add value: “Here’s a similar project that went live recently.”
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Day 10: Final nudge: “Should we reschedule for next month or modify the scope?”
Track all follow-ups using CRM alerts.
✅ Step 5: Objection Handling
Handle common objections like:
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“Too expensive” → Offer phased plans, emphasize ROI
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“Need time” → Schedule a follow-up, don’t push
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“Have a developer” → Offer a free audit
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“Already have a site” → Offer a free performance review
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“Later in 6 months” → Lock current pricing with a token
✅ Step 6: Deal Closing & Onboarding
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Raise invoice or contract once confirmed
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Collect advance (usually 50%)
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Send onboarding checklist or form
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Transfer notes and materials to the project team via CRM or email
Communication Guidelines
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Use client-first language — clear, friendly, professional
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Avoid technical terms unless explained in simple language
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Use WhatsApp for quick updates, email for formal communications
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Always spell-check and review messages before sending
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Log every contact or note inside the CRM for future reference
Daily & Weekly Reporting
Daily Reporting (via CRM or shared sheet)
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Number of leads contacted
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Follow-ups done today
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New leads added/generated
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Proposals shared
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Pending client responses
Weekly Reporting (Every Friday to Sales/Repporting Manager)
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Total new leads this week
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Proposals sent vs. deals closed
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Demo meetings conducted
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Follow-up status summary
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Key objections heard
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CRM status check: All leads tagged & updated
Performance Metrics
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Response time to first enquiry
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Proposal-to-deal conversion rate
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CRM update discipline
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Revenue generated per quarter
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Lead generation volume and quality
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Client feedback (professionalism, clarity)
Violations to Avoid
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Not updating CRM
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Sharing irrelevant samples
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Quoting without understanding scope
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Ignoring scheduled follow-ups
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Promising unrealistic timelines or prices
Escalation Protocol
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For custom features → Project Manager
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For pricing or approvals → Sales Manager
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For urgent clients → Escalate to CEO (Jino Xavier)
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For billing → Accounts/Admin
Lead Generation Responsibilities
Sales agents are proactively responsible for bringing in leads through multiple channels:
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Connect with decision-makers in schools, resorts, firms
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Personalize messages, join local business groups
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Follow up with polite DMs or email outreach
Google Maps
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Identify small/medium businesses with poor or no websites
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Collect contact info and add to CRM
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Reach out via WhatsApp or cold call
Instagram & Facebook
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Approach businesses with only social media presence
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Suggest upgrading to a website or CRM
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Join FB groups relevant to local industries or SMEs
WhatsApp Business/Groups
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Share success stories, new launches, or digital tools in status
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Respond to enquiries from WhatsApp groups professionally
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Keep your WhatsApp profile clean and branded
Final Note to Sales Team
Your job is to build trust, not just close sales.
Ask the right questions, follow up on time, and always add value. Clients remember clarity and consistency — not pressure.
Let’s grow businesses with honesty, technology, and care — the CoreMinds way.